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  • Gene Munster: iPad 2 Component Delays Likely Through June


    Piper Jaffray analyst Gene Munster says the recent tragic events in Japan will likely impact iPad 2 component production well into the June 2011 quarter. As a result, product shortage of the iPad 2 and even the iPhone 4 are likely to continue for the foreseeable future, although Munster hints that fears over looming supply shortages have been vastly blown out of proportion, particularly with regard to shortages negatively impacting Apple's stock. "Demand is stronger than ever, which should move shares higher," Munster cautions.

    While Munster says his sources confirm that Apple's Japanese-based component suppliers are in a veritable state of trauma where production status changes almost by the hour, Apple's new strategic component purchasing deals should help to pick up the production slack in this particular instance. "This strategy has proven to be an effective way for Apple to leverage its balance sheet and its position as one of the largest buyers of many of the components it uses," Munster said. "Moreover, this strategy may prove particularly helpful if supply is limited and pricing increases. Finally, we believe Apple buys futures on important components, which will help offset near-term pricing swings. Our conclusion is that Apple is well positioned to suffer proportionally less than its competitors."

    There was no talk of component production shortages impacting iPhone 5 production. Additionally, Munster predicts that the Japanese disaster will negatively setback this quarter's revenue for Apple by less than 1%. Through it all, he maintains his hefty $483 price target on shares of Apple. At 12:00 pm EST Thursday, shares of Apple were trading $338.67.

    Source: SFGate
    This article was originally published in forum thread: Gene Munster: iPad 2 Component Delays Likely Through June started by Michael Essany View original post
    Comments 32 Comments
    1. jbardi's Avatar
      jbardi -
      And being thin skinned is another. One mans joke is another mans insult. Deal with it. Not everyone lives in San Francisco, but you'd think so reading these articles most of the time. Too much touchy feely PC. Don't judge everyone just because you can't handle tragedy and rush out to buy potassium pills. People deal with tragedy differently and some through humor, so you all need to shutup.
    1. CX3NT3_713's Avatar
      CX3NT3_713 -
      *ding ding* Playbook is due 4/17/11 F*** waiting on iPad 2
    1. norfskate's Avatar
      norfskate -
      "playbook"


      lol
    1. z3r01's Avatar
      z3r01 -
      Quote Originally Posted by CX3NT3_713 View Post
      *ding ding* Playbook is due 4/17/11 F*** waiting on iPad 2
      Easy with the profanity , and good luck enjoying something that a week later you'll be regretting
    1. CX3NT3_713's Avatar
      CX3NT3_713 -
      Quote Originally Posted by z3r01 View Post
      Easy with the profanity , and good luck enjoying something that a week later you'll be regretting
      Lol why are people so sensitive, these days.. *SMH* And a WEEK?? nah, why would I go back to a iPad? I Had the 1st GEN iPad,, come on, it's just a big iPod touch.. Oh now with cameras¿ LOL but thanks for post
    1. sammo123's Avatar
      sammo123 -
      Quote Originally Posted by CX3NT3_713 View Post
      Lol why are people so sensitive, these days.. *SMH* And a WEEK?? nah, why would I go back to a iPad? I Had the 1st GEN iPad,, come on, it's just a big iPod touch.. Oh now with cameras¿ LOL but thanks for post
      they playbook wont even be remembered at the end of the year, its all about the ipad 2 there no competition. and a WEEK no more like a day tops. Have fun wasting your money
    1. norfskate's Avatar
      norfskate -
      "now with cameras"

      Somewhat missing the point, I'm pretty sure I'm buying mine for the power upgrades. And the app store.

      How many app's are available for the playbook again?...
    1. iPittsburgh's Avatar
      iPittsburgh -
      Playbook. No iPad2. No Xoom. No G-slate. No fujitsu tablet. Who cares, Go to Best Buy try out each one and buy the one you like best. To each his/her own.
    1. ohthatguyagain's Avatar
      ohthatguyagain -
      Quote Originally Posted by iPittsburgh View Post
      Playbook. No iPad2. No Xoom. No G-slate. No fujitsu tablet. Who cares, Go to Best Buy try out each one and buy the one you like best. To each his/her own.
      Ditto on the to each his/her own part. That said: go iPad 2!

      Re: radioactive iPad... Everyone who read that laughed on the inside.

      Let's not be overly zealous in forcing our PC-ness on others who aren't - and we're right back to the to each his/her own thing - forcing an opinion on others or correcting others is just anti-American. By saying this, of course, I create a paradox.
    1. Apple.'s Avatar
      Apple. -
      Playbook? Lol I'm sorry but Blackerry shouldn't even try. I mean come on their mobile OS isn't even impressive.

      Android tablets have a better chance than that.

      This is my personal preference.

      Like I always say everyone who says the iPad is an oversized iPod touch doesn't know how to use one.

      There is really more to it, it nearly replaces my laptop except when I do my photo editing and extensive video editing. Other than that the App store is what makes iDevices special and totally different from other devices on the market.

      On another note. My sympathy and condolences to those in Japan.

      *I was just a few minutes from landing in Japan before the disasters occurred.
    1. CX3NT3_713's Avatar
      CX3NT3_713 -
      Lol another fanboy !!
    1. sammo123's Avatar
      sammo123 -
      Quote Originally Posted by CX3NT3_713 View Post
      Lol another fanboy !!
      its not being a fanboy for picking the best product