Comments on: Supply chain report: 15 million iPhone 3Gs forecast for 2008

By: mark, Boston, MA

mark, Boston, MA — Mon, 30 Jun 2008 01:00:58 +0000

What's interesting is the "2 million old 2G iPhones". Are those really in the calendar 3Q? If they are the old ones, where are they still going to be sold? If they are new 2G iPhones, then that means Apple plans to announce a new model, most likely in Sep. And where will it be sold?

Berger seems to have gotten the previous call correct. With the 3G launch on July 11th instead of in June, it does seem likely that Apple cut 2nd quarter shipments. And other than the 2G part, it seems the new call is likely correct, maybe ramping from 2.5, to 5, to 7.5M over the 3 months. That would provide plenty for the other 50+ countries to launch, and set Apple up for a big 4th quarter.

By: dr. a La Jolla, ca

dr. a La Jolla, ca — Thu, 26 Jun 2008 19:15:51 +0000

The by-line says it all: "outside the reality distortion field."

The geiger counter measuring the strength of the distortion field surrounding aapl as of late would peg the needle into the red.

Mr. Elmer-DeWitt must have had his "shields up" when he wrote this deceptively simple, but nonetheless brilliant article.

Thanks Phillip for turning on your shields. Any idea why your colleagues have lost the ability to turn on their shields?

By: AWCabot, Rome, Italy

AWCabot, Rome, Italy — Thu, 26 Jun 2008 19:00:36 +0000

Pretty big changes in such a short time.

I do no trust such analysts that change their mind so company forecasts so big in such a short time. I believe the analyst was trying to pull the stock down and now he is trying to push it up.

Either crook or incompetent.