Quote:
Originally Posted by PaulMJohnson 
I think it's starting to look like how many they sell in the June quarter is going to depend entirely on their manufacturing capacity. They've managed to sell 1m in the US only in the past month and there are none in stock anywhere, suggesting their manufacturing capacity is around 1m per month.
Now I'm sure they are trying to increase that, but it's not something that can happen overnight. Given the success thus far though, I suspect they are going to sell just as many as they can make - this is proving to be a remarkable device.

I think it's starting to look like how many they sell in the June quarter is going to depend entirely on their manufacturing capacity. They've managed to sell 1m in the US only in the past month and there are none in stock anywhere, suggesting their manufacturing capacity is around 1m per month.
Now I'm sure they are trying to increase that, but it's not something that can happen overnight. Given the success thus far though, I suspect they are going to sell just as many as they can make - this is proving to be a remarkable device.
That may be true. If my recollection is correct, after the initial orders in March, I believe they secured a contract with another company as source for the alternative of the large multi-touch screen.
Aside from supply availability of the individual components, another key factor, if it is to be production is the amount of space (more likely separate physical factories) devoted for the production of the iPad. This will take time, even the existing factories already reached full capacity and 24/7 operation (2 or three shifts).
CGC










