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

To: slacker711 who wrote (165077)	1/30/2014 3:06:00 PM
From: pyslent	Respond to of 213182

We know sell-through for iPads, it was 23.9 million units versus 22.9 million in the year ago quarter. We dont have a concrete number for competitors but we know that sell-through was up less than 5% for Apple. Still have a hard time understanding the $27 YoY drop in iPad ASP. The Air seemed to be grabbing quite a bit of share from the 2 Minis (and obviously, iPad 2). And beyond that, as you pointed out in the QCOM thread, a greater shift to 3/4G enabled options should have lifted ASP across all iPad lines. Instead, even sequentially, iPad ASP did not benefit from these factors.

To: slacker711 who wrote (165077)	1/30/2014 3:49:40 PM
From: MGV	2 Recommendations Recommended By CHRIS LINELL HerbVic Read Replies (2) \| Respond to of 213182

We dont have a concrete number for competitors ... Exactly. They not only don't break out sell-through vs. sell-in, some of them don't even break out category sales. They leave it to their hired hand "market share" consultants ("Strategy Analytics") to "estimate." The upshot is that no one knows how many sales their competitors had. For example, if the market is estimated to grow x% and all their competitors in their market (ie high end tablets) stuffed the channel, no one knows what the market dynamics are. With all the estimating and guessing required by the lack of transparency on sales, no one knows the growth rate of the entire tablet market let alone Apple's high-end market. Apple might be better off doing the same and avoiding all the armchair analysts focusing on inaccurate minutiae.