Limited iPhone 4 stock viewed as 'competitive risk' for Apple

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  • Reply 61 of 87
    mdriftmeyermdriftmeyer Posts: 7,503member
    Quote:
    Originally Posted by manfrommars View Post


    Absolutely true. I can say that I haven't bothered to waste a second of my life waiting in line yet again for a telephone. 1 sale lost. I am not the only one.



    First iPhone out, ok, but this perennial supply issue makes Apple look incompetent, not popular.



    And yes, consumers get tired of lines and consider alternatives.



    1.7 million supplied in 3 days is not incompetency. It's way beyond any sales levels, by any single phone manufacturer.



    http://communities-dominate.blogs.co...that-mean.html



    RIM is averaging 116,000 per day. Nokia just around 100,000 per day.



    Nearly 600,000 per day, by Apple, blows the doors out of the competition.
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  • Reply 62 of 87
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by mdriftmeyer View Post


    1.7 million supplied in 3 days is not incompetency. It's way beyond any sales levels, by any single phone manufacturer.



    http://communities-dominate.blogs.co...that-mean.html



    RIM is averaging 116,000 per day. Nokia just around 100,000 per day.



    Nearly 600,000 per day, by Apple, blows the doors out of the competition.



    And the others are doing it across many models. It does look like Apple needs to stagger their releases or come out with a more diverse product line the way it did with the iPod, but I don't see how that can be done easily when the 3.5" 4:3 ratio display for apps is such a focal point of the product.
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  • Reply 63 of 87
    tofinotofino Posts: 697member
    Quote:
    Originally Posted by desarc;


    a bit off-topic, but this is why Apple's 100 Million unit installed base is total BS. i'm on my 5th iPhone. if EVERYONE were in my circumstance, there would be a 20 million unit installed base. at the very lest this number should be 1/2 of what's boasted.



    I'm curious what you did with your previous 4 iPhones. Did you retire them completely or pass them on? It seems to me that most people would hand them down to friends & family, and that would keep a lot of them in the 'installed user base'.



    Does anyone have more than anecdotal evidence on the case?
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  • Reply 64 of 87
    macologistmacologist Posts: 264member
    As to the Antenna Issue -- one way or the other, it'll be fixed...



    B.S. = People who are so unhappy with that are free to return their iPhone 4 for a Full Refund, if I am not mistaken. But do they Return them? What are the statistics on that? I haven't seen Reports about the Mass Returns!



    B.S. - I did see a Class Legal Case brewing about the Antenna Issue. What's the End Game there? A Refund which is Freely Available NOW, without the need to file Any Law Suits! Or is that case about $29 Bumpers, and Mental Anguish!!!!!



    It's so easy for Apple to Call Their Bluff!!! -- "You Don't Like iPhone 4, bring it back!!!".... If it's in a clean re-sellable condition, Apple will sell those "defective" units very quickly! Again, I haven't seen Reports about the Mass Returns of iPhone 4!



    Many times it seems like the Analysts are just trying to keep themselves in the News, seeking Attention, like some folks on Tweeter, who talk about what they had for breakfast....



    B.S. - Like it's already been said in the earlier Comments:
    • I've been dying for iPhone 4, cause there are too many people who want it, just like I do!

    • It's Temporarily Sold out!

    • If I can't get iPhone 4 RIGHT THIS SECOND, I'll buy ANYTHING ELSE, and be stuck with it for the next 2 years! That'll teach Apple a lesson!!!

    My obvious SARCASM aside, that's pretty much what some "analyst" are saying! Then they begin to quote each other, keeping each other in the "News"!!! Who in the world hires those CLOWNS, and pays them well?!



    Where are the lines for any Android Phones? Have you ever seen any?



    Whenever there is anything on US TV, it's the iPhone Icon or App that's being mentioned as automatically as words like Facebook, Twitter, and not like MySpace or Android.... iPhone has become a symbol & euphemism for Smart Phone, just like iPod is synonymous with portable music players!



    Lucky are those who have enough Cash to buy AAPL on Sell Off Days like today!
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  • Reply 65 of 87
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by Wonder View Post


    Not true.

    I was in line for 3 hours and I was surrounded by people who had never had an Apple product before. They were excited to be buying the new iPhone and had waited for the new model.

    None of these people would have bought a competitor, they would have waited until they could get an iPhone.



    The survey which generated so much debate here, of 608 customers in line at three Apple Stores, found that 78% were upgrading their iPhones. I think that's a more comprehensive result than your anecdotal experience. It also happens to make perfectly good sense. I know, that probably means it isn't true.
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  • Reply 66 of 87
    koheletkohelet Posts: 58member
    Quote:
    Originally Posted by JeffDM View Post


    I don't expect a lot of those sales would have to mean that the replaced devices are idled. They're still of value, and it seems like a lot of them are sold or handed down to another family member.



    This is what I do. Gave my nano to my sister when I got a Touch, and gave the touch to my friend the other day when I bought my 3gs (ATT was out of iPhone 4.... )
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  • Reply 67 of 87
    tawilsontawilson Posts: 484member
    Quote:
    Originally Posted by AppleInsider View Post


    iSuppli Corp. on Tuesday said that Apple's inability to meet demand for the iPhone 4 could be problematic for the company if issues continue. They said it could prompt "frustrated customers" to consider switching to a competing smartphone.



    ROLFMAO! Where do they come up with this shit?



    This stuff is comedy gold!



    If somebody wants the new iPhone they ain't going anywhere else, because nothing even comes close, there aren't really any successful competing smartphones.
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  • Reply 68 of 87
    walshbjwalshbj Posts: 864member
    Quote:
    Originally Posted by SDW2001 View Post


    This whole topic just annoys the shit out of me. Apple sold 1.7 MILLION phones in 3 days. Has this ever happened with any consumer product...ever? The thing is a wild, probably unprecedented success. And what do we get? These shit-for-brains analysts that say "well, ho hum...they could have sold even MORE if they could just make more." We also get the fools that agree with them (I'm not saying you are doing so).



    I do disagree about a "gift" to competitors. Back when Apple had trouble filling computer orders (500mhz debacle, PowerBooks, etc.) that might have been the case. Those were niche products. It wasn't helpful to Apple's brand and it's war against Windows. But this case is different. Apple has a dominant product that is becoming ever more so.



    They've had this supply "problem" for years...since the original iPhone and particularly starting with the 3G. But the hype is so real...the product is so anticipated...that people are willing to wait. They'll wait in lines for days. This creates even more hype and loyalty. Sure, Apple may lose SOME sales as a result, but it's got to be an incredibly low number judging by how many phones they actually sell. These dumb-as-butt analysts act like Apple is in some kind of neck and neck war, trying to eek out some sales growth. The reality is that they literally can't make the things fast enough. 1.7 million is three days? I'm not sure any company could make that many, if we're talking a consumer electronics product.



    --Sony sold 81,000 (+) PS3s in Japan in 24 hours---->not even close

    --Sony sold 600,000 PS3s in the US and elsewhere in three days---> 1/3 as many as Apple



    --CoD: MW2 did sell 4.7 million copies in 24 hours, but that's software. Duplicating a DVD=not too difficult.



    Anyone have another example?



    Like yesterday, I don't see your issue with someone wondering out loud how many could have been sold in the first three days if there were an "imaginary" infinite supply. It's simply hypothesizing what the true demand is, something Apple surely did themselves. Not saying they should have been able to make that many or should have stock-piled them prior to releasing them - just wondering what the actual demand was. It's a legit questions, despite the complications of manufacturing.



    Your anger over it is hard to understand. Your language is totally inappropriate. Do you realize lots of ten year old kids read this site? Do you realize some people can express points without using juvenile language and launching personal attacks?



    Just read some of your other posts: You posted something about not wanting to get into name-calling and flaming. But that seems to be pretty close to your m/o.



    I've participated on this board for years, you're the first person I've considered putting on ignore.
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  • Reply 69 of 87
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by tawilson View Post


    because nothing even comes close, there aren't really any successful competing smartphones.



    Now there's a bold assertion. Nobody competes with Apple in this market. Nobody else is successful.



    Hard to know where to start on that one. Suffice to say, Apple doesn't believe this. If they did, they'd be toast.
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  • Reply 70 of 87
    anonymouseanonymouse Posts: 7,124member
    Quote:
    Originally Posted by RationalTroll View Post


    Quote:

    A few hundred Houstonians lined up outside several local stores, staring hopefully through the display windows at the high-tech prize waiting inside.





    Thought that said Historians at first. Seemed odd.
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  • Reply 71 of 87
    anonymouseanonymouse Posts: 7,124member
    Quote:
    Originally Posted by Dr Millmoss View Post


    ... Nil? The right wing? Good god. This isn't any more about politics than potentially losing hundreds of thousands of sales is about "pennies." It's about stagnant economic conditions. It's about a spreading debt crisis that nobody knows how will be resolved. ...



    Yeah, Paul Krugman isn't exactly known as a right winger:



    Quote:

    ...



    We are now, I fear, in the early stages of a third depression. ...



    And this third depression will be primarily a failure of policy. Around the world ? most recently at last weekend?s deeply discouraging G-20 meeting ? governments are obsessing about inflation when the real threat is deflation, preaching the need for belt-tightening when the real problem is inadequate spending.



    ...



    In the face of this grim picture, you might have expected policy makers to realize that they haven?t yet done enough to promote recovery. But no: over the last few months there has been a stunning resurgence of hard-money and balanced-budget orthodoxy.



    As far as rhetoric is concerned, the revival of the old-time religion is most evident in Europe, where officials seem to be getting their talking points from the collected speeches of Herbert Hoover ...



    ...



    It?s almost as if the financial markets understand what policy makers seemingly don?t: that while long-term fiscal responsibility is important, slashing spending in the midst of a depression, which deepens that depression and paves the way for deflation, is actually self-defeating.



    ...



    -- http://www.nytimes.com/2010/06/28/op...28krugman.html
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  • Reply 72 of 87
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by anonymouse View Post


    Yeah, Paul Krugman isn't exactly known as a right winger:



    Hardly. In fact the only other economist I've heard describe the current situation as a depression or potential depression is Robert Reich (look 'em up if you think he's a right winger). In fact it's the righties who are much more likely to say that markets always heal themselves if left alone, so leave them alone and all will be well.



    Krugman goes over the top I think, but to say that the chances of sliding back into recession are nil is to be wearing blinders. From what I have heard so far, the chances aren't better than even, but they are far from nil.
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  • Reply 73 of 87
    Quote:
    Originally Posted by anonymouse View Post


    Yeah, Paul Krugman isn't exactly known as a right winger:



    -- http://www.nytimes.com/2010/06/28/op...28krugman.html



    That may be a hard sell to conservatives - from the article:



    Quote:

    And this third depression will be primarily a failure of policy. Around the world ? most recently at last weekend?s deeply discouraging G-20 meeting ? governments are obsessing about inflation when the real threat is deflation, preaching the need for belt-tightening when the real problem is inadequate spending.



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  • Reply 74 of 87
    monstrositymonstrosity Posts: 2,234member
    Quote:
    Originally Posted by cvaldes1831 View Post


    Probably 2-3%.



    Things like broad market declines, the Greek debt fiasco, or the entire tech sector getting hammered simply don't register with these people. Being up to date on current affairs isn't part of their worldview.





    These current affair blips are just a good excuse to drive the stock down (and not just targeted at aapl). Skewed statistics, exaggerations, FUD, and common garden bullshit come in orchestrated waves.

    Take greek debt for instance, billed to be almost 'end of the world' but stock was back to where is was within a week.

    Stock down today, but I will give the bad news a life expectancy of monday, then the good news starts pumping...

    See where the stock will be in 20 days from now, way north of $280 I guarantee it. Last chance till the gold rush. Make the most of it.
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  • Reply 75 of 87
    anonymouseanonymouse Posts: 7,124member
    Quote:
    Originally Posted by Dr Millmoss View Post


    ... Krugman goes over the top I think, ...



    Well, he certainly doesn't mince words, but he's by no means the only one warning that trying to cut deficits right now is a recipe for disaster, and the markets seem to be agreeing with him, after seeing the direction the G20 are headed.
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  • Reply 76 of 87
    wovelwovel Posts: 956member
    Quote:
    Originally Posted by GQB View Post


    "Sometimes wonder"??

    What do you think the whole antenna FUD campaign is about?

    And judging by today's $12 drop, its working.



    Buying opportunity.





    The market dropped by 3% (last time I checked). Apples drop was a little more than that, but not enough to cause concern.
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  • Reply 77 of 87
    anonymouseanonymouse Posts: 7,124member
    Quote:
    Originally Posted by RationalTroll View Post


    That may be a hard sell to conservatives - from the article:



    Well, yes, it's anathema to them. But, considering that the current economic situation represents a complete and utter repudiation of conservative economic theories of the last 30 years, ...
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  • Reply 78 of 87
    multimediamultimedia Posts: 1,061member
    I seriously doubt the supply constraint is going to negatively impact iPhone 4 sales into competing platforms. I'm waiting for white and the delay is not going to make me switch platforms any more than it is going to cause newbies to change their minds when they already know 5 friends with FaceTime ready iPhone 4s. FaceTime is the Killer App keeping everyone in the iPhone 4 camp no matter how long we have to wait.
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  • Reply 79 of 87
    Quote:
    Originally Posted by anonymouse View Post


    Well, yes, it's anathema to them. But, considering that the current economic situation represents a complete and utter repudiation of conservative economic theories of the last 30 years, ...



    +1 Insightful
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  • Reply 80 of 87
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by anonymouse View Post


    Well, he certainly doesn't mince words, but he's by no means the only one warning that trying to cut deficits right now is a recipe for disaster, and the markets seem to be agreeing with him, after seeing the direction the G20 are headed.



    A talent for not mincing words does not necessarily make a person right.



    I don't give the markets much thought on any given day. Everybody always has an explanation for what a move up or down means, after the fact. My sense is that outside of the U.S., few governments (with the exception of some of the completely dysfunctional ones) are going to allow their economies to be run into a ditch for political or ideological reasons. In the end they will do whatever they need to do, just as we did here. Even in this country, at least some conservatives don't adhere to the "better dead than debt" philosophy. I believe we'll avoid a double-dip, but it's going to be a close call.
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