Get Better Gear!
- PhoneSuite MiLi Packs a Powerful Punch from PhoneSuit, $99.95 (on sale for $79.95 as of this writing)
- ifrogz Luxe EarPollution Microbud Earphones with Mic from ifrogz, $24.99
- iRingPro iPhone ringtones from Hladecek, US$9.95 per pack
- Retro Recorder 1.1.1 from McDSP, $2.99
- Voi! Lorem™ iPhone case from eNcipient, LLC, US$24.95
Top 5 Free Apps
iTunes New Music Releases
Top 5 Paid Apps
Discover New Music
- Amon Tobin
- The genius is in the beats. Amon Tobin creates fantastic, groovy beats behind beats. "Supermodified" rolls through your expectations of breakbeat music, and turns them up a bit. It's a mellow album, p
- Nine Inch Nails
In the sprawling post-A&R rock and roll world, there are two camps: the Beatles and the Stones. The Beatles are the artists that like to explore, evolve, and change styles. The Stones are the artis
- The Church
Another of my all-time favorites, Priest = Aura is one of those rare albums where every song is simply fantastic, and a testament to how good pop-rock can be.
Each song immediatel
- Phish
- This quasi-concept album (the only of its kind) from these Vermonters finally showcased their ability to convey a message with a studio album, whereas previously they only succeeded in doing so live.
- Wolfmother
Black Sabbath, The White Stripes, The Stooges. There aren't many bands worth their salt that want to be compared to other bands, but when I listen to Wolfmother's self-titled American debut, I can
Reader Specials
Visit Deals On The Web for the best deals on all consumer electronics, iPods, and more!
News
RBC: iPhone Shortage Simply Due to Huge Demand
Wednesday, April 2nd, 2008 at 4:00 PM - by .(JavaScript must be enabled to view this email address)
Analysts have been scratching their heads trying to figure out the reason for the iPhone shortages. Now a third analyst from RBC has weighed in: the reason is surging demand.
Previously, Piper Jaffray analyst Gene Munster thought that supplies were drying up because a 3G iPhone launch was to be earlier than anticipated. Yesterday, Bernstein Research Toni Sacconaghi thought it might be due to a parts shortage, also affecting Sony Ericsson.
However, Mike Abramsky with RBC thinks that several other factors have conspired to create the shortage, namely a huge post holiday demand that never died down. "Rather than from component shortages or ahead of a 3G launch, Apple may have under-estimated post-holiday demand on expectations of a [calendar] Q1 sales slowdown, which never materialized."
Mr. Abramsky noted that both Apple and investors have struggled to forecast demand. The recent weakening of the dollar, creating huge demand for unlocked phones overseas is also being discussed today in several circles, including our own forums at iPO/TMO .
Apples dilemma now is that if it ramps up production, it could have too many on hand in inventory when the 3G iPhone is announced. However, if it doesnt, then sales expectations, not met, could cause the stock to take a hit. When Apple reported slowed iPod growth last quarter, their stock took a major hit, and Apple doesnt want that to happen with the iPhone. In any case, each days analysis sheds more light on the topic, and AAPL goes up and down accordingly.
Yesterday, AAPL was down, perhaps because investors thought that a parts shortage might keep Apple from meeting demand. Today, AAPL is up, perhaps because investors see Apple selling iPhones overseas like hot cakes, driven by a favorable exchange rate, and unable to keep up with demand. The story continues to unfold.
Recent Headlines
- Namco Releases Match-Three Game Tinseltown Dreams to the App Store
- iPad Launch Day Deadline for Developers: March 27
- VIVmag Shows Off Interactive iPad Version in the Works
- Microsoft Yanks Bing App From Foreign App Stores
- Analysts Downgrade Troubled Palm Amid Severe Revenue Drop
- PhoneSuite MiLi Packs a Powerful Punch
- Apple iGroups Patent Hints at Social Networking Plans

















Post Your Comments