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  • iPad "Supply Constraints" Causing Shortages

    As continued robust sales of the iPad stress Apple's ability to keep up with demand, analysts are identifying shortages at many retail outlets, and online Apple Store wait times have increased to two weeks and the pipeline for iPads outside the US has just dried up. It's gotten to the point that Wall Street - which has been pushing Apple's stock price higher and higher with every report of iPad sales - is beginning to worry if Apple can deliver on the hype it carefully built over the past year or so.

    Piper Jaffray analyst Gene Munster did spot-checks of fifty Apple stores this week, according the the Forbes Apple 2.0 blogger Philip Elmer-DeWitt, and discovered the devastation wrought by hordes of iPad-hungry consumers: thirty-seven of them (or 74%) were completely sold out of all iPad models, with only 13 (26%) still having Wi-Fi iPads in stock. None of the stores Munster called had any Wi-Fi + 3G models on hand. Munster told his clients that he expects "supply constraints to last throughout the June quarter, reaching equilibrium in mid-to-late Sept. quarter." While he thinks his previous prediction (of 1.3 million iPads sold in the June quarter) was too low, Munster is warning of problems ahead if Apple can't increase production: "While we see upside to our 1.3m iPad estimate in the June quarter and believe in the iPad as a long-term investable theme, we believe near-term Street numbers are getting ahead of Apple's supply." Translated: investors who are driving Apple stocks up, expecting a ton of iPads to be sold, are being too optimistic.

    Meanwhile, the second of two batches of iPads prepared for sale outside the US has apparently sold out, leaving only a vague "June" as the expected ship date for international customers.
    This article was originally published in forum thread: iPad "Supply Constraints" Causing Shortages started by Paul Daniel Ash View original post
    Comments 28 Comments
    1. George Lopez's Avatar
      George Lopez -
      Is the person who put this post name is

      Paul da Nielash? Like Paul the nielash? But ghetto style? Or Paul Daniel Ash?

      I like Paul da Niel Ash, sounds gangster.

      Oh, right, yeah no more ipads, i guess the world is still on the rag.
    1. Truckerbear's Avatar
      Truckerbear -
      That a picture of bread lines in New York City during the depression. Are you serious about being offended? Please do your research and don't take things so personally. Clearly your a jew and very young.

      I have checked every Apple/Best Buy in a 50 radius here and no iPads to be found.
    1. luvmytj's Avatar
      luvmytj -
      We are waiting for a 64gb 3G. Tracking showed it made it to the states, but the next entry said it went back to Hong Kong. I am confused as to where it is now.
    1. zoso10's Avatar
      zoso10 -
      And when it was released so many people were disappointed by it because they got spoiled by outlandish rumors. I thought they weren't gonna sell as well as a result, guess I was wrong!
    1. CaptainChaos's Avatar
      CaptainChaos -
      It should be fun when the next iPad is released.
    1. luvmytj's Avatar
      luvmytj -
      Quote Originally Posted by luvmytj View Post
      We are waiting for a 64gb 3G. Tracking showed it made it to the states, but the next entry said it went back to Hong Kong. I am confused as to where it is now.
      Today it says it went from HK, to Alaska, then back to Tennessee again. Damn, I'm in Arizona!
    1. whereswaldo's Avatar
      whereswaldo -
      It seems like all orders for iPhones ipad and iPods go through tennessee
    1. luvmytj's Avatar
      luvmytj -
      I got a feeling this one went back to HK by accident. It has been to Tennessee twice now.

      I posted a pic of the shipping, but it has disappeared for some reason...