Originally Posted by Freshmaker
What? I would call one customer bringing in 21% of your total revenue more than "relatively modest." Apple has to be their largest customer, unless Foxconn has like 5 total customers.
I think the bigger point is that Foxconn is supposedly not making as much money and Analyst One tried to claim there was some effect on Apple. Like some notion that Foxconn can't produce like they used to, cause of like all their staff going crazy and trying to kill themselves and that's why there aren't enough ipads etc. Or some such nonsense.
When in fact the Apple lines could be fine (and are 1/5 of Foxconn's business by themselves) and the slower production is cause Samsung delayed the Tab 2 and well we know about that only 9k HP tablets etc
Originally Posted by AdonisSMU
I think this may be an attempt to lower apple stocks so they can pick up some cheap shares.
Apple has a supply problem. If they can't figure out a way to get Ipads into people's hands fast enough I think people may go to Xoom and these other tabs. They should've made sure they shipped at least 5 million to US stores at the outset.
If you are saying they should have shipped 5 million then you must know how many they did ship. So tell us, how many was it and what exactly is your connection to know that.
Fact is, folks are still lining up, still ordering online etc. They aren't running off to get other stuff. ANd they likely won't. Even if it takes them 2 months to put their hands on an ipad, they will wait. Why? Because it's Apple. Seems crazy but that crazy is a good thing for Stevie and the gang