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>Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime. I wouldn't expect that, at least not thi
by tsotha 16y ago
>Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime.
I wouldn't expect that, at least not this year in the US. The iPhone goes non-exclusive here in a week or so as it hits Verizon stores. Most people are expecting a big jump in sales from Verizon customers who wanted iPhones but didn't want to switch to AT&T.
- Samuel_Michon 16y agoAlso: 1) During the conference call, CFO Peter Oppenheimer stated [1] that Apple still can't handle demand for iPhone and they continually have to increase production. 2) Apple keeps adding partnerships with operators in various countries, the US is just a piece of the pie. They currently have agreements with 185 operators in 90 countries, but that's probably not even half of the major operators out there. 3) Sales are growing fastest in the Asia-Pacific region and Japan. IPhone sales doubled year over year in those regions and I doubt that's going to slow down, also because of Apple's marketing efforts there. For instance, Apple plans to open another dozen Apple Stores in China in 2011. It was also stated that the China retail stores are the ones with the highest revenue per store. [1] http://www.macworld.com/article/157196/2011/01/apple_financials.html http://www.macworld.com/article/157196/2011/01/apple_financi...
- wiredfool 16y agoYou missed the parenthesis. (except for the whole verizon thing) I would expect certain parts of the IOS ecosystem to be flatish based on the product cycles. They're apparently undergoing a runaway chain reaction instead, without a corresponding change to the average sale prices to engage that part of the demand curve. Therefore, there's a hell of a pentup demand, and we ain't seen nothing yet.