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FUD
Oct 19, 2012 5:56:54 GMT -8
Post by Tetrachloride on Oct 19, 2012 5:56:54 GMT -8
Peter Misek, analyst at Jefferies news.investors.com/technology/101812-629884-apple-iphone-5-q3-sales-estimate-lowered.htmPeter Misek lowered his iPhone estimate so low that Apple could have sold zero iPhone 5 for several days and still meet his estimate. Why ? Because Apple had already announced they sold that estimate. Apple announced 5 M and Peter said his estimate was 5 M. ---------- I tried to create a standard format. Name, affiliation, link, Fud analysis, with a followup to make sure.
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FUD
Oct 19, 2012 6:39:09 GMT -8
Post by Lstream on Oct 19, 2012 6:39:09 GMT -8
At the time of that 5M, it was not entirely clear whether those 5M were purchase commits, or recognizable shipments for the quarter. Maybe that explains what he is saying? If 5M was just the number of people who ordered, then it is possible that not all will be recognizable.
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Post by mbeauch on Oct 19, 2012 6:50:49 GMT -8
At the time of that 5M, it was not entirely clear whether those 5M were purchase commits, or recognizable shipments for the quarter. Maybe that explains what he is saying? If 5M was just the number of people who ordered, then it is possible that not all will be recognizable. And that is why the number was not liked. Sales confusion. With that being said, VZ is only one US carrier, I think using the 5 million is overly cautious. Apple launched in 20 other countries the following Friday, they had to have inventory to sell. Regardless, I am not going any higher than 26 mil for Q4.
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