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


To: Cogito who wrote (128241)3/18/2012 4:36:36 PM
From: Kurthend  Read Replies (1) | Respond to of 213182
 
Allen,

I think it will be well north of one million. IMHO of course:)



To: Cogito who wrote (128241)3/18/2012 8:43:49 PM
From: XoFruitCake  Read Replies (1) | Respond to of 213182
 
I think 3 million may be too high a bar

yes, 3 million is a very high number.. 4Q11 sales number work out to 170k a day.. So selling 1 million a day in only 10 countries is a very high bar indeed.. But this launch has been anticipated for quite a while and I have no doubt in my mind that Feb and early March sales of Ipad 2 suffer a lot. And Apple start to build Ipad since 1/1 this year (according to some manufacturing date posted by early Ipad 3 owner) and they can build 4-5 million unit a month (and with the ramp up, they may be able to buy 6-8 million already before the launch started). As an investor I will be o.k. with anything over 1 million unit for the weekend but my over and under is 3 million right now..

the lack of long lines for the iPhone 4S

I think the 4S sales in China will also be an important factor to drive Apple stock this earning season. 1Q really is the first quarter that Apple sell 4S in China (China Unicom in Jan and China Telecom in Mar). I would love to see Apple sell 3 to 5 million 4S in China in 1Q (4Q11 37 million iphone sales.. It will make China 10+% market for Iphone...

looking at sales of more than 40 million iPads

do you mean 60 million? Apple sold 40 million Ipad last year.. IDC is forecasting 100+ million tablets sales for 12..And Apple market share is about 60%.. so if Apple does not loss market share, we are looking at at least 60 million kind of range...

washingtonpost.com