The numbers are from this quarter. The reason why they are so high is because Apple no longer includes a disk of software. You now have to go to their site to download it before installing the iPod. It's pretty simple.
Sales are up by 20 to 30% over last year, most likely.
Also sales of gift cards were up .
Analysts have no need to lie about this. They may be mistaken at times, as you are now.
I take it the itunes 7.0 downloads are not accounted in the iTMS traffic.
Again, I did not mean that Apple is doing poorly, quite the contrary, I just think that the Xmas day peak is a lousy indicator of anything other than redeeming song offers.
Either way, that's good that it is up.
You an check my claims using a spreadsheet and Apple data on sales of iPods and iTMS songs sold. Sorry if I seemed pretentious.
BTW. I predict sales of iPODS, this quarter, will easily fall between 17 and 19 million units.
By my analysis, I figure 22 million this quarter. My increased number over other analysts is due mostly to the lower price point and excellent form factor of the 2nd gen Shuffle.
By my analysis, I figure 22 million this quarter. My increased number over other analysts is due mostly to the lower price point and excellent form factor of the 2nd gen Shuffle.
If sales of iPods hit 22 million I will SO HAPPY I will send you a 4 GB nano as a present.
I am serious and I will do it !
EDIT: Of course this will mean my calculations on Apple sales growth were wrong and Apple shares will climb accordingly (hopefully}.
Either way I will abide by my promisse and you will be the owner of a brand new 4GB Nano, in your choice of color.
The report mentions the iTunes Music Store traffic, which technically is a website but only accessible by iTunes.
That's the thing. The 400% increase in traffic bandied about only tracks the software download, and that number means nothing anyway because you have to download v7 if you don't have itunes or are using older software, when previous models included that CD. IIRC, the new iPods won't even work with iTunes 6 so most people would have to upgrade.
There is no Alexa or Webtrends type group that can cover the iTunes Store so it can't be tracked by independent groups in the same way.
That's the thing. The 400% increase in traffic bandied about only tracks the software download, and that number means nothing anyway because you have to download v7 if you don't have itunes or are using older software, when previous models included that CD. IIRC, the new iPods won't even work with iTunes 6 so most people would have to upgrade.
There is no Alexa or Webtrends type group that can cover the iTunes Store so it can't be tracked by independent groups in the same way.
Huh...mmmm... actually you can. There is dedicated hardware that traffic HUBs and providers can rent to third parties and can measure traffic to and from any source. These are used to marketing purposes and, I believe, to enforce security issues, too.
You can sniff traffic pretty much from everywhere to everywhere and interpolate from this even if it is only part of the originating traffic. I am a not a Conspiracy Theorist, but these things exist and are operating as we speak...
Lets say I am a ISP in Portugal (been there , done that ) and I measure all XML tagged traffic to and from the iTMS. I can safely say that this year traffic to ALL of iTMS will behave this or that way, even if just interpolating the Portuguese Store traffic. If you have this data on a major Internet Hub in the States you can pretty much follow the same reasoning.
here's hoping to 22 milllion iPos sold this quarter
im glad i hung on to my AAPL shares, they bounced back pretty well today
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Side notes/ rants:
Ignoring the financial details (from a few years ago anyway), there's a lot to push for January 2007. It will be interesting. Also there's the Australian Open tennis in my city(!!) Grand Slam tennis starting middle of January. And I will be applying for a UK working holiday visa for mid-2007 to mid-2009 (2 years) in the 2nd week of January. In my "spiritual studies" (new-age-ish, bordering on Christianity but still pagan/ non-institutionalised, Buddhist elements) I've completed the Text and Lesson 240 of 356 of Course In Miracles*. I started reading Course In Miracles in 2004. Over two years later, wow.... A major book for me. Advice if you want to pick it up, be prepared for a long journey, and most importantly, trust yourself. The text is very tricky in many ways, you need to "interpret it in reverse" in many occasions. Also if you have negative feelings about Christianity you need to try and set it aside because the language used is Christian-based but it is quite different from mainstream Christianity, it's more "Gnostic Early Christianity" with, as I mentioned, actually Buddhist elements. Haven't drunk alcohol or done any recreational/ hard drugs for about 2 years now, 2005-2006, currently medication for "Bipolar Type 2 disorder" is Seroquel, Lamictal, Cipralex/Lexapro (escitalopram) and Rivotril/Rivopam (clonazepam).
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
I completely agree with this view.
I should also add that, IMHO, Apple, in the last 3 years, as elevated itself to a spearhead stock in the market with all its pros and cons. High visibility make it a easy target to MAJOR manipulation and volatility especially at these levels, which some call high, but in reality is just the base point for future growth Apple will surely enjoy.
I have been long on Apple since 1998, and since then, despite all the hiccups , Apple as delivered a vision and a incremental fine tuning in operations that really put it way ahead of its peers. Deeper than that, Apple has carved a new paradigm for the industry, that no doubt will me imitated all around the world, and we will see, of all the copycats, who can really deliver like Apple does today. Technology is becoming a very, very cheap asset and the only winners will be the ones that deliver it with such deep cultural knowledge and sensible feel. Apple has done in our countries with high success with the iPod and hopefully will prove the iPod was not a fortunate accident but the first product in this rationality.
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Side notes/ rants:
Ignoring the financial details (from a few years ago anyway), there's a lot to push for January 2007. It will be interesting. Also there's the Australian Open tennis in my city(!!) Grand Slam tennis starting middle of January. And I will be applying for a UK working holiday visa for mid-2007 to mid-2009 (2 years) in the 2nd week of January. In my "spiritual studies" (new-age-ish, bordering on Christianity but still pagan/ non-institutionalised, Buddhist elements) I've completed the Text and Lesson 240 of 356 of Course In Miracles*. I started reading Course In Miracles in 2004. Over two years later, wow.... A major book for me. Advice if you want to pick it up, be prepared for a long journey, and most importantly, trust yourself. The text is very tricky in many ways, you need to "interpret it in reverse" in many occasions. Also if you have negative feelings about Christianity you need to try and set it aside because the language used is Christian-based but it is quite different from mainstream Christianity, it's more "Gnostic Early Christianity" with, as I mentioned, actually Buddhist elements. Haven't drunk alcohol or done any recreational/ hard drugs for about 2 years now, 2005-2006, currently medication for "Bipolar Type 2 disorder" is Seroquel, Lamictal, Cipralex/Lexapro (escitalopram) and Rivotril/Rivopam (clonazepam).
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Keep in mind that those price targets are set for 1 year out. I am very patient with the stock and it has rewarded me immensely. Maybe it will take a year to hit $110, and I will still be happy. I always find it funny when an analyst sets a 1 year price target on a momentum stock and the market rushes to hit that target within a few weeks.
That said, I think it is definitely possible for it to be in the $100's or even hit $110 in January depending on MacWorld and earnings.
Keep in mind that those price targets are set for 1 year out. I am very patient with the stock and it has rewarded me immensely. Maybe it will take a year to hit $110, and I will still be happy. I always find it funny when an analyst sets a 1 year price target on a momentum stock and the market rushes to hit that target within a few weeks.
That said, I think it is definitely possible for it to be in the $100's or even hit $110 in January depending on MacWorld and earnings.
And a phone announcement as well as more movie studios coming abord.
If sales of iPods hit 22 million I will SO HAPPY I will send you a 4 GB nano as a present.
I am serious and I will do it !
EDIT: Of course this will mean my calculations on Apple sales growth were wrong and Apple shares will climb accordingly (hopefully}.
Either way I will abide by my promisse and you will be the owner of a brand new 4GB Nano, in your choice of color.
Happy New Year !
I just re-watched MWSF 2006. JObs stated that iPOds were being sold at a rate of 100 per minute for the entire quarter, which led to the 14M sold. To sell 22M Apple has to sell 166/minute. Here hoping.
I just re-watched MWSF 2006. JObs stated that iPOds were being sold at a rate of 100 per minute for the entire quarter, which led to the 14M sold. To sell 22M Apple has to sell 166/minute. Here hoping.
I still believe that 22 M is a VERY optimistic number.
I will be glad to be wrong.
I would like the productRed Nano to do well, though, I think it's the best of the productRed products.
In the phone call today they said that they had stock on everything, unlike last year.
Then they didn't ship enough at a time, so they still didn't keep up with demand. I was at every major store (Best Buy, Walmart, Circuit City, Apple Store) many times over the holidays and only the Apple Store had any Shuffles in stock. And even they we were low one time as I recall a clerk saying, "we were out yesterday, but we just got some more in this morning", when I asked about them.
Then they didn't ship enough at a time, so they still didn't keep up with demand. I was at every major store (Best Buy, Walmart, Circuit City, Apple Store) many times over the holidays and only the Apple Store had any Shuffles in stock. And even they we were low one time as I recall a clerk saying, "we were out yesterday, but we just got some more in this morning", when I asked about them.
The point that Cook, I think, was making, is that there was a - to borrow a term from our highly esteemed leader, Bush, surge of iPod sales in December, when there was enough stock. Could have been the second half of the month.
Comments
The numbers are from this quarter. The reason why they are so high is because Apple no longer includes a disk of software. You now have to go to their site to download it before installing the iPod. It's pretty simple.
Sales are up by 20 to 30% over last year, most likely.
Also sales of gift cards were up .
Analysts have no need to lie about this. They may be mistaken at times, as you are now.
I take it the itunes 7.0 downloads are not accounted in the iTMS traffic.
Again, I did not mean that Apple is doing poorly, quite the contrary, I just think that the Xmas day peak is a lousy indicator of anything other than redeeming song offers.
Either way, that's good that it is up.
You an check my claims using a spreadsheet and Apple data on sales of iPods and iTMS songs sold. Sorry if I seemed pretentious.
BTW. I predict sales of iPODS, this quarter, will easily fall between 17 and 19 million units.
By my analysis, I figure 22 million this quarter. My increased number over other analysts is due mostly to the lower price point and excellent form factor of the 2nd gen Shuffle.
By my analysis, I figure 22 million this quarter. My increased number over other analysts is due mostly to the lower price point and excellent form factor of the 2nd gen Shuffle.
If sales of iPods hit 22 million I will SO HAPPY I will send you a 4 GB nano as a present.
I am serious and I will do it !
EDIT: Of course this will mean my calculations on Apple sales growth were wrong and Apple shares will climb accordingly (hopefully}.
Either way I will abide by my promisse and you will be the owner of a brand new 4GB Nano, in your choice of color.
Happy New Year !
If sales of iPods hit 22 million I will SO HAPPY I will send you a 4 GB nano as a present.
I am serious and I will do it !
This will be the most saved and referred to post on the boards...
Sure. I agree ! My point was just that the 400 % plus increase is just a manipulation quote.
Average traffic in ALL MONTHS in 2006 on the iTunes Store was, at least, 300 % higher than in 2005.
So this peak in Xmas Day is not THAT significant.
Isn't the rport talking about the iTunes webiste rather than the iTunes store? (ie where you download the prgram from, rather than the music?)
stu
Isn't the rport talking about the iTunes webiste rather than the iTunes store? (ie where you download the prgram from, rather than the music?)
stu
The report mentions the iTunes Music Store traffic, which technically is a website but only accessible by iTunes.
The report mentions the iTunes Music Store traffic, which technically is a website but only accessible by iTunes.
That's the thing. The 400% increase in traffic bandied about only tracks the software download, and that number means nothing anyway because you have to download v7 if you don't have itunes or are using older software, when previous models included that CD. IIRC, the new iPods won't even work with iTunes 6 so most people would have to upgrade.
There is no Alexa or Webtrends type group that can cover the iTunes Store so it can't be tracked by independent groups in the same way.
That's the thing. The 400% increase in traffic bandied about only tracks the software download, and that number means nothing anyway because you have to download v7 if you don't have itunes or are using older software, when previous models included that CD. IIRC, the new iPods won't even work with iTunes 6 so most people would have to upgrade.
There is no Alexa or Webtrends type group that can cover the iTunes Store so it can't be tracked by independent groups in the same way.
Huh...mmmm... actually you can. There is dedicated hardware that traffic HUBs and providers can rent to third parties and can measure traffic to and from any source. These are used to marketing purposes and, I believe, to enforce security issues, too.
You can sniff traffic pretty much from everywhere to everywhere and interpolate from this even if it is only part of the originating traffic. I am a not a Conspiracy Theorist, but these things exist and are operating as we speak...
Lets say I am a ISP in Portugal (been there , done that
here's hoping to 22 milllion iPos sold this quarter
im glad i hung on to my AAPL shares, they bounced back pretty well today
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Side notes/ rants:
Ignoring the financial details (from a few years ago anyway), there's a lot to push for January 2007. It will be interesting. Also there's the Australian Open tennis in my city(!!) Grand Slam tennis starting middle of January. And I will be applying for a UK working holiday visa for mid-2007 to mid-2009 (2 years) in the 2nd week of January. In my "spiritual studies" (new-age-ish, bordering on Christianity but still pagan/ non-institutionalised, Buddhist elements) I've completed the Text and Lesson 240 of 356 of Course In Miracles*. I started reading Course In Miracles in 2004. Over two years later, wow.... A major book for me. Advice if you want to pick it up, be prepared for a long journey, and most importantly, trust yourself. The text is very tricky in many ways, you need to "interpret it in reverse" in many occasions. Also if you have negative feelings about Christianity you need to try and set it aside because the language used is Christian-based but it is quite different from mainstream Christianity, it's more "Gnostic Early Christianity" with, as I mentioned, actually Buddhist elements. Haven't drunk alcohol or done any recreational/ hard drugs for about 2 years now, 2005-2006, currently medication for "Bipolar Type 2 disorder" is Seroquel, Lamictal, Cipralex/Lexapro (escitalopram) and Rivotril/Rivopam (clonazepam).
*http://en.wikipedia.org/wiki/Course_In_Miracles
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
I completely agree with this view.
I should also add that, IMHO, Apple, in the last 3 years, as elevated itself to a spearhead stock in the market with all its pros and cons. High visibility make it a easy target to MAJOR manipulation and volatility especially at these levels, which some call high, but in reality is just the base point for future growth Apple will surely enjoy.
I have been long on Apple since 1998, and since then, despite all the hiccups , Apple as delivered a vision and a incremental fine tuning in operations that really put it way ahead of its peers. Deeper than that, Apple has carved a new paradigm for the industry, that no doubt will me imitated all around the world, and we will see, of all the copycats, who can really deliver like Apple does today. Technology is becoming a very, very cheap asset and the only winners will be the ones that deliver it with such deep cultural knowledge and sensible feel. Apple has done in our countries with high success with the iPod and hopefully will prove the iPod was not a fortunate accident but the first product in this rationality.
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Side notes/ rants:
Ignoring the financial details (from a few years ago anyway), there's a lot to push for January 2007. It will be interesting. Also there's the Australian Open tennis in my city(!!) Grand Slam tennis starting middle of January. And I will be applying for a UK working holiday visa for mid-2007 to mid-2009 (2 years) in the 2nd week of January. In my "spiritual studies" (new-age-ish, bordering on Christianity but still pagan/ non-institutionalised, Buddhist elements) I've completed the Text and Lesson 240 of 356 of Course In Miracles*. I started reading Course In Miracles in 2004. Over two years later, wow.... A major book for me. Advice if you want to pick it up, be prepared for a long journey, and most importantly, trust yourself. The text is very tricky in many ways, you need to "interpret it in reverse" in many occasions. Also if you have negative feelings about Christianity you need to try and set it aside because the language used is Christian-based but it is quite different from mainstream Christianity, it's more "Gnostic Early Christianity" with, as I mentioned, actually Buddhist elements. Haven't drunk alcohol or done any recreational/ hard drugs for about 2 years now, 2005-2006, currently medication for "Bipolar Type 2 disorder" is Seroquel, Lamictal, Cipralex/Lexapro (escitalopram) and Rivotril/Rivopam (clonazepam).
*http://en.wikipedia.org/wiki/Course_In_Miracles
Well, the SEC thing can be a problem. Let's hope not.
But the mere fact that Cisco called its new phones the "iPhone" caused the market to panic. It was responsible for at least half the drop.
When the stock was at $79, my broker, again, tried to get me to sell. The last time was when it was moving back to $68.
I do admit that I should have sold earlier this year, and waited for a bit. I was tempted to, but...
I have tried to get my wife to sell her CitiCorp stock to no avail. It's at an all time high, but won't remain there.
At least I control her IRA!
It was looking a bit scary there for a while. Just a pity that without this fiasco AAPL would be ending 2006 at $95 or something. The overflow of SEC violations/ whatever will be hanging over January 2007 as well, so stock will be around $90 in January, not $100+ until the dust clears and AAPL starts delivering the products promised at MacWorld and consumers start lapping it up like the sweet sweet honey-nectar-milk it is......... 8)
Hah! I'd like to see the analysts that targeted $110 Buy rating come up with stuff to counter the SEC probes/ etc. Not that I don't want AAPL to shoot up as high as possible, but I think the analysts, enjoying their Christmas/ New Year break, coming back in January, won't have much material to drum up support to push $110 in January, they do not want to take on the SEC head on and make statements about the effect of the financial restatements, etc. They seem like they *do not* want to frack with the SEC/ Feds/ etc.
Keep in mind that those price targets are set for 1 year out. I am very patient with the stock and it has rewarded me immensely. Maybe it will take a year to hit $110, and I will still be happy. I always find it funny when an analyst sets a 1 year price target on a momentum stock and the market rushes to hit that target within a few weeks.
That said, I think it is definitely possible for it to be in the $100's or even hit $110 in January depending on MacWorld and earnings.
Keep in mind that those price targets are set for 1 year out. I am very patient with the stock and it has rewarded me immensely. Maybe it will take a year to hit $110, and I will still be happy. I always find it funny when an analyst sets a 1 year price target on a momentum stock and the market rushes to hit that target within a few weeks.
That said, I think it is definitely possible for it to be in the $100's or even hit $110 in January depending on MacWorld and earnings.
And a phone announcement as well as more movie studios coming abord.
If sales of iPods hit 22 million I will SO HAPPY I will send you a 4 GB nano as a present.
I am serious and I will do it !
EDIT: Of course this will mean my calculations on Apple sales growth were wrong and Apple shares will climb accordingly (hopefully}.
Either way I will abide by my promisse and you will be the owner of a brand new 4GB Nano, in your choice of color.
Happy New Year !
I just re-watched MWSF 2006. JObs stated that iPOds were being sold at a rate of 100 per minute for the entire quarter, which led to the 14M sold. To sell 22M Apple has to sell 166/minute. Here hoping.
I just re-watched MWSF 2006. JObs stated that iPOds were being sold at a rate of 100 per minute for the entire quarter, which led to the 14M sold. To sell 22M Apple has to sell 166/minute. Here hoping.
I still believe that 22 M is a VERY optimistic number.
I will be glad to be wrong.
I would like the productRed Nano to do well, though, I think it's the best of the productRed products.
You missed a new iPod for not much.
21 million only.
You missed a new iPod for not much.
If only Apple could have kept up with the demand of the Shuffle. I didn't take into account the shortages of the shuffle when figuring my numbers.
I may have missed out on a new iPod but at least I ws closer than the analysts.
If only Apple could have kept up with the demand of the Shuffle. I didn't take into account the shortages of the shuffle when figuring my numbers.
I may have missed out on a new iPod but at least I ws closer than the analysts.
In the phone call today they said that they had stock on everything, unlike last year.
In the phone call today they said that they had stock on everything, unlike last year.
Then they didn't ship enough at a time, so they still didn't keep up with demand. I was at every major store (Best Buy, Walmart, Circuit City, Apple Store) many times over the holidays and only the Apple Store had any Shuffles in stock. And even they we were low one time as I recall a clerk saying, "we were out yesterday, but we just got some more in this morning", when I asked about them.
Then they didn't ship enough at a time, so they still didn't keep up with demand. I was at every major store (Best Buy, Walmart, Circuit City, Apple Store) many times over the holidays and only the Apple Store had any Shuffles in stock. And even they we were low one time as I recall a clerk saying, "we were out yesterday, but we just got some more in this morning", when I asked about them.
The point that Cook, I think, was making, is that there was a - to borrow a term from our highly esteemed leader, Bush, surge of iPod sales in December, when there was enough stock. Could have been the second half of the month.