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Release Date: August 05, 2009
Genre: Games
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iTunes New Music Releases

Release Date: September 29, 2009
Genre: Rock
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  • 8:30

    • 10 out of 10
    • Weather Report
    • This is Weather Reports quintessential line-up captured live. Jaco Pastorious and Peter Erskine join Wayne Shorter and, of course, Joe Zawinul to create this masterpiece.
  • Quadrophenia

    • 10 out of 10
    • The Who
    • Quadrophenia is everything that Tommy wanted to be, a rock opera that told a story, but one where every song could still stand alone. It was also Pete Townshend's farewell tribute to the Mod

  • Machine Gun Etiquette

    • 8 out of 10
    • The Damned
    • Punk rock is mostly associated with three chords and a bad attitude, but the Damned were one of the few bands of the era bent on bringing musicianship and a good sense of humor to the scene. And while
  • Supernature

    • 10 out of 10
    • Goldfrapp
    • On their latest CD, Supernature, Goldfrapp has put together a successful mix of 1980-era New Romanticism, German cabaret, and T. Rex glam that leaves you riveted even through the album's lulls. It's a great amalgam that sounds current without sounding at all dated.

  • Aretha Sings the Blues

    • 6 out of 10
    • Aretha Franklin
    • While she didn't always have the best taste in song selection, Aretha Franklin is a must-study for anyone with interest in the human voice. She has the kind of powerful, recklessly passionate deliv

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News

RBC: iPhone Shortage Simply Due to Huge Demand

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 .

Apple’s 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 doesn’t, 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 doesn’t want that to happen with the iPhone. In any case, each day’s 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.

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