Notes of interest from Apple's Q4 2012 conference call

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  • Reply 21 of 22
    smalmsmalm Posts: 677member

    Quote:

    Originally Posted by lkrupp View Post



    Otherwise he risks appearing snarky like Ballmer and his "rounding error" comment about the iPhone. Of course outdoing Ballmer on this sort of thing would be very difficult. He's the absolute master of condescending comments about competitors that come back to bite him in the butt.


     


    He commented about the Mac sales numbers not iPhone sales.


    Who's now bitten in the butt?

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  • Reply 22 of 22
    smalmsmalm Posts: 677member

    Quote:

    Originally Posted by Gatorguy View Post


    I didn't see mentioned in the article or comments either that Apple's iPad channel inventory was up again with 3.4M on retailer shelves and average selling price down, perhaps more evidence for the institutional investors of sales not meeting Apple projections?



    Au contraire!


    Apple aims for 30 days of channel inventory. So even for 14M iPads sold 3.4M channel inventory is low.


    I think we've seen here a momentary snapshot of already drying out of new iPad inventory making place for the new new iPad.

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