Apple's Q2 iPad 2 sales may fall short of estimates

Apple was making enough iPads last quarter to sell 80,000 iPads per day… and that was the old iPad. I would assume they are making a similar amount or more today (but after the earthquake… who knows)

The demand is there… people want the things. I really doubt Apple is creating an artificial shortage…

Most of these analysts have hidden agendas and are typically only even remotely accurate with the most obvious predictions.

Fro the same reason Bringit and Perspectively have to comment on every android post. It’s called trolling.
It’s no fun if you just do it in a room where a bunch of people agree with you.
Welcome to the internet.

Oh, I didn’t realize “those two” were dating. Apple iS oPen after all…

This is not a story about Apple, it is another story about yet another BGR anal-yst; who just happens to be the first one to be correct in his anal’ysis.

How do you know he is correct? Is it because it matches what you desperately want to happen?

CUNT!!

There are plenty of other potential buyers for Samsung’s components. In the past, other device manufacturers have had to wait due to shortages caused by Apple. That fact would be completely irrelevant if there weren’t other companies interested in using Samsung as a supplier.

The better response, would be to ask how Samsung could back out of a deal now that Apple has already, presumably, paid for the components. Personally, I think that’s one of the reason’s this lawsuit is happening now rather than 2 months ago. Samsung is now contractually obligated to produce parts for Apple, despite any douche baggery on Apple’s part (note that I don’t think this is necessarily wrong what Apple is doing, at least with respect to the Galaxy S).

You are all making the same mistake.

Samsung mobile is but a small part of Samsung the corporate entity. Samsung make tractors, amongst other things, for heaven’s sake. It’s very likely that the component side of the company are completely independent of the mobile division. Indeed I think some Samsung phones use non Samsung processors.

No one is going to be backing out of a 6 billion up front deal… Which is around the figure Apple add to Samsung’s bottom line. So keep dreaming that this will destroy Apple but really that is a completely unfounded fantasy.

However, it’s certainly not beyond plausibility that Apple are probably looking to scale back their transactions with Samsung going forward. I think the fact that Samsung are prepared to sell their tablet at a loss – speaks volumes to how committed they are at trying to take Apple down.

Looks like the loser here is Apple iPad sales

Or apple is playing it coy. they don’t put anything on paper with out a plan. My interpretation is that when the suit was drawn up, these were comfortable ‘low-accurate’ numbers. As the accountants tie up the performance data, the numbers are likely (as almost all phrasing was ‘sales above’ figures, meaning not below).

I don’t think they would have posted this lawsuit yesterday to the public to steal thunder from their announcement tomorrow. In fact, my guess this is the ‘lob toss’ that they hope all the advisors do exactly what you do, hopeing for a forehand smash to Apple’s (apparently weak) backhand., so they can prove you wrong with accounted-for numbers, scoring a winner, down the line, leaving most analysts trying to figure out why they played into this gambit.

Apple will hit all their numbers tomorrow. iPad2 sales may be down, and they will state why (most likely impacts to the supply chain and japan sales), but any month that you sell north 4MILLION units of a $700 device ($2.8BILLION) or a yearly 48MILLION sales rate (30Billion in revenues), is a good month.

Horace has an MBA from Harvard Business School and MS Engineering from Tufts University, and has a few years in SW development.

while this analyst is definitely Apple ‘aware’,for the most part, he’s the most ‘objective’ analyst, as he basically just tracks data, and doesn’t chase down ‘insiders’ with rumors and guesses.

He tracks all publically (and any private info he can get for free) available information and makes sense of the hype vs. the numbers. He tracks the other trackers (meta analysis), and typically puts his analysis into hard numbers or comparisions and information rich graphs.

The clever thing he did was to look at the legal docs a pull out financial data.

The most important thing is that these are minimum numbers. State of Play only 2 months into the quarter. The last 3 weeks of the quarter also contained the iPad 2 release and, if I remember clearly it finished the Saturday of the international iPad 2 roll out – so 7 million is certainly not out of the ballpark if Apple actually had that many to sell.

More importantly, and more to the point as it moved the share price, were the iPod Touch and iPhone figures which have sent analysts back to their calculators to hone their figures for their clients before tomorrow nights reveal…

wtf is a “doctrine in math”? You mean doctorate, right? Looks like somebody has a “doctrine” in stupid!