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

To: slacker711 who wrote (142948)	10/19/2012 10:01:31 AM
From: Guth	Read Replies (2) \| Respond to of 213181

FWIW, I know 2 people who ended up with iPhone 4S's in the September quarter. I can't accept the idea that a surge of legacy phones sold after the price decrease explains most of the strong legacy sales. V would have had to activate about as many legacy phones as "5's" in 7-8 days. That doesn't jive with what I've seen and heard. Pretty sure have of those people waiting in line were't there to get a 4s. Also, it doesn't explain how Apple was able to sell 5 million 5's without any help from Verizon. I've been thinking about divining the V unified field theory, one that explains V's strong legacy/weak 5 and I can only come up with two not very good theories: 1. Apple delivered over 3 million "5's" and V only activated .6 mm. 2. There's two different companies, one reporting deliveries and the other activations. Each has different inventory accounting systems. Each has a bias toward interpreting their sales differently. That's all I got.