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To: pyslent who wrote (169492)5/14/2014 8:06:00 PM
From: MGV  Read Replies (1) | Respond to of 213177
 
The 5c numbers are low - probably too low by a material amount. The anecdotal data supporting a conclusion of strong 4s sales globally, including Apple's statement on the 4s, is persuasive. It could be that the mix is less 5s than 71% and more 5c with less significant reductions to the 4s estimate. It sounds like he started with the ASP and a 5s assumption and backed into the 5c and 4s estimates. Even if Wolf's 4s estimates are high by 5% of the total units, the point of the resiliency of a nearly 3 year old model is made.



To: pyslent who wrote (169492)5/14/2014 8:53:59 PM
From: slacker7111 Recommendation

Recommended By
16yearcycle

  Respond to of 213177
 
Very skeptical of this estimated breakdown by model. I would be shocked if the 5C didn't sell more than 3 million units in the US alone in the March quarter, let alone less than 2 million worldwide.

He is also estimating a $650 ASP for the 5S. That is obviously wrong.

Slacker


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