Originally Posted by BUSHMAN4
You can be sure that APPLE has a few things in its pipeline and is simply not resting on its current products. Whether or not the rumors are the actual products is anyones guess.
Well, Apple had a quite aggressive forecast at its last earnings call. If it beats that forecast, it needs to get something big out there soon
. By that I mean a big seller, available immediately, in large quantities.
Sure, there may be iPod, and maybe AppleTV upgrades-- but these will largely affect the October-December quarter. An iPad bump (and possible new model) makes sense in the January-March quarter.
The only thing I can think of for the July-September Quarter is a CDMA iPhone 4!
If CDMA iPhone 4 supplies are constrained, someone suggested a gift certificate might mitigate the problem.
I posted this to another thread:http://forums.appleinsider.com/showthread.php?t=111950
If you look at Andy Zacky's forecast for the September quarter:http://seekingalpha.com/article/2191...r?source=yahoo
He has a higher forecast than Apple: $19.1 billion vs $18 billion.
If Apple forecasts $18 billion, I believe they expect to attain $20 billion.
Where does that extra $2 billion revenue come from?
Looking at the chart, I think the estimates for the iPad are low-- rather, more like 6 - 7 million units. But that won't get them [all the way to] an extra $2 billion,
That leaves the iPhones. Zacky's forecast is reasonably correct considering the published supply constraints.
But, If those shortages are caused by building a Dual iP4 or (sadly, more likely) a iP4 CDMA on a shadow manufacturing line-- then there could be a significant bump in iPhone sales and revenue for the September quarter.
Let's say Apple has an initial inventory of CDMA iP4s and a running production line!
How many iP4 CDMA iPhones could Apple sell, world-wide, in the 7 weeks remaining in the quarter (after an Aug 15 announce)?
! million? 2 million? 5 million?
Asked in a different way: If Google is currently activating 200,000 Android phones per day * how many CDMA iP4s could Apple activate per day for the next 44 days (after the Aug 15 announce)?