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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?

To: Cogito who wrote (14022)	12/21/2011 6:18:19 PM
From: pyslent	Read Replies (2) \| Respond to of 32692

Allen, I think you need to nip this weaseling in the bud right here: Is the bet about shipments (the revenue generating number that Apple reports) or sell-through? If sell-through, you would have to agree a priori what will be considered the authority on sell through. Either agree on a research house, or agree on a formula of Apple reported shipments minus the increase in channel inventory reported on the call. Personally, I believe that 30 million in shipments would be pretty darn impressive, but 30 million in sell-through would be astronomical. That would be going out on quite a limb.