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Posts by asdasd

People here don't understand the facts of inventory management. They are. 1) you can't accurately estimate a new product. 2) it would be nice to get supply demand equilibrium correct in the first quarter -- good inventory management is about exactly that - but it's not possible. 3) it's better in the long run to under rather than over estimate. Let's say Apple were over cocky about a release and they pre-built 10M and sold to channel. However (for this thought...
Apple haven't announced sales and I don't think they will.
Apple may not break out the watch numbers this quarter. They said they wouldn't but they might mention some release day numbers.Yes. Apple does report shipments to channel. It also gives channel inventory though, and goes out of its way to not stuff the channel. As we can see that can lead to shortages but that plays better than huge shipments in one Q followed by a collapse.in general cnocbui's scepticism about these Apple sales beating all Android watch sales was...
All you've shown there is that it is possible to surround a box shape with a circle. I don't think that is in dispute. It's still a waste of space though. All controls, and text would have to fit in that box or be clipped (if not immediately then on scrolling) except for the clock face and maybe other circular back grounds. In general though that's just a black background so it's just empty space.
Round isn't easy perhaps as easy on the OS as it is on the mathematics.
That's not the reason. Apple sells to channel. If it overestimates it's sales in any quarter and enters the next quarter with a stuffed channel sales look they collapse in that quarter.
Tell you what. I'll be your go to guy on "knowing stuff". You don't bother breaking out Google or anything.http://iphone.appleinsider.com/articles/14/10/20/apple-may-not-break-out-apple-watch-ipod-and-retail-sales-starting-q1-2015
I am enjoying this debate because it's argument on facts ( or as much as we know) not ideology and I am coming around to your position but ...One last attempt to support an initial inventory of 1M.Apple sells most iPhones abroad. I believe it's 70% or so. I assume that the ratio of tier 1 countries is similar so that would - if they assumed the watch would match this distribution - leave the U.S. with 300k watches.Could they sell out of that in 5-10 minutes?
Apple are burying all watch sales in some category or other. I don't think anybody is going to work it out.
Ok. Well I don't know because I live in a tier 2 country so I didn't even try. You might be right but here's a counter argument. Let's go with the lower of my estimate. 1 million.That's 1 million divided by each model across every tier 1 country. Could that sell out in 5 minutes?( and you may have missed it but people have been saying they had an hour or two on the Apple Store app before the website got its boots on).
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