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05-22-2010, 11:51 AM #1
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.
Last edited by Paul Daniel Ash; 05-22-2010 at 11:55 AM.
05-22-2010, 12:32 PM #2
and they introduced the iPads so late over here aswell :/
05-22-2010, 12:35 PM #3
People are eating em up faster than they can pop em out
05-22-2010, 01:26 PM #4
this always happens, people love apple, maybe too muchName? whereswaldo
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05-22-2010, 01:41 PM #5
It was saying June 8th in Australia, now it just says "June". Looks like I won't be getting one on payday...
05-22-2010, 02:35 PM #6
picture is more insulting than anything else. are you really comparing those 2 things? hell, let's photo-shop the ovens that the jews were put in, by changing all the burnt corpses to overheated iphones.
05-22-2010, 03:15 PM #7
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05-22-2010, 03:26 PM #8
If I don't get my iPad by May 28th as the Australian Apple website stated I'm going to be PISSSSSSSSSSSSSSSSSSSED OFFFFFFFFFFFFFF!
05-22-2010, 03:28 PM #9
Last edited by eZStaR; 05-22-2010 at 03:38 PM.
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05-22-2010, 04:16 PM #10
Good thing I just got mine! It took 10 days for it to ship but only 3 for fedex to get it from china to atlanta (free apple shipping). As I was signing for it the fedex man was like "iPad, right?" he said he has a truck full of them and been delivering them nonstop!If I helped you out in any way, hit the Thanks Button.
iPhone? More like TyPhone
05-22-2010, 04:22 PM #11
05-22-2010, 04:30 PM #12
05-22-2010, 05:24 PM #13
Wow, these things are flying off the shelves. Apple has did it again.
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05-22-2010, 05:56 PM #14
So is this thing going to be like the ever elusive Wii was?
05-22-2010, 05:59 PM #15
I have been trying to get another one for my company for weeks now
05-22-2010, 06:02 PM #16
Can Nintendo Wii Apple for copying their sales tactic? Apple would sue Nintendo if it was the other way around.
05-22-2010, 06:08 PM #17
you mean of low supply driving demand?
05-22-2010, 06:12 PM #18
Nintendo intentionally kept stocks low. I don't think this is Apples game plan.
05-22-2010, 06:18 PM #19
Yea I don't think they are doing that either
05-22-2010, 06:30 PM #20
With the cash they have piling in I wouldn't either. It's like Christmas in May for Apple.