Comments on: Analyst: Apple will sell 4.47 million iPhones this quarter

By: Gaurav , Delhi , India

Gaurav , Delhi , India — Thu, 21 Aug 2008 15:36:07 +0000

Well not in India where they have launched the 16 gig at nearly USD 900

By: Ugh. SFV, CA

Ugh. SFV, CA — Tue, 19 Aug 2008 22:04:29 +0000

Why don't you change the name of this blog to iPhone 2.0? You'd think that this is the only product Apple has ever manufactured. Zzzzzzzz….

By: pk de cville, VA

pk de cville, VA — Wed, 13 Aug 2008 22:41:50 +0000

The big questions are:

Is this what it looks like for Apple to begin dominating mobile?

Will Apple be to mobile as msft is to PCs?

Is OS X going to displace Windows as the world's dominant platform?

By: Constable Odo, Queens, New York

Constable Odo, Queens, New York — Wed, 13 Aug 2008 18:06:26 +0000

With such loose projections, he really could have left the number at 4.1 million. 300,000 or so short isn't going to mean very much to WS or investors. Munster should have gone wild and said 6 million to give investors a quick thrill. I'll just be happy if the 4.1 million number is true. Still, I've heard that these numbers are the least expected to make an impact on smartphone sector share. RIM is amused at Apple's feeble attempt to take away their crown and it's unlikely to happen this year.

I'm not sure what WS is going to make out of these advance iPhone projections anyway. Probably nothing. Apple is going to have to sell desktop and notebook computers along with classic iPods in great abundance to make the stock price move upward. People keep forgetting that Apple is not just a mobile handset company.

By: Mike, Fairfax, VA

Mike, Fairfax, VA — Wed, 13 Aug 2008 17:18:53 +0000

Target price, anyone?

ex ped: Piper Jaffray's target price is unchanged at $250.

By: Roman Rubinstein, Cambridge, MA

Roman Rubinstein, Cambridge, MA — Wed, 13 Aug 2008 16:10:04 +0000

Well, it's all a guessing game anyway as there are too many variables. Shortages are obviously one, but that is countered by the fact that stores now have extended hours (I wonder if Gene's analysis factors the new or old opening hours). AT&T also had its *own* shortages – I know this first-hand as the company I work for had a waiting list trying to order several iPhones for the business plan. (Though here we have yet another complication, that Apple counts iPhones channeled through carriers as "sold" the minute they are ordered). Then, we have the upcoming international rollout that's a bit fuzzy, as the countries have not been finalized. Finally, the BestBuy announcement just now opens a *huge* new channel – but will we see iPhones in BestBuy stores in September before the quarter is over?

The way I look at it, such predictions are a bit pointless until we hear the next tangible news from Apple. I'm actually much more interested in how the *next* quarter is going to play out, with Christmas sales, new countries, and continued flow of new customers whose contracts with other carriers expire…

Apple will obviously blow away past their 10MM number by end of year; the question is by how much (and by how much people generally expect them to do so now).

By: Murphy Mac, Charlotte, NC

Murphy Mac, Charlotte, NC — Wed, 13 Aug 2008 16:04:28 +0000

While it's nice that Munster actually does some math, his methods are wholly unscientific. I've followed some of his misadventures in data gathering before, and he's often on the low-ball side once Apple comes in with real numbers. Granted, he claims to aim for the conservative side with his "methods".

Murphy Mac – 100 Screencasts for OS X

By: Sacto Joe, Sacramento, CA

Sacto Joe, Sacramento, CA — Wed, 13 Aug 2008 15:43:41 +0000

With Best Buy leaping into the fray, this number is bound to increase.

Apple has once more knocked it out of the ball park….

By: Jim

Jim — Wed, 13 Aug 2008 14:35:47 +0000

Did he take into account the number of days iPhone was not available at the stores?

ex ped: Since he was counting sales, one assumes that was factored in. He points out that there were no iPhones sold for the first 10 days of the quarter, but says nothing about phone shortages.