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Not a Week for Fruit

September 24, 2012

What do people say when you can sell out a set of pre-orders for two million new devices and sell five million over the first weekend?  Well, in some cases, they say that’s a pile of crud.

Apple previously said it had take two million advance orders in the first 24 hours it was accepting them. That’s double the number of iPhone 4S handsets pre-order in the equivalent timeframe, leading some folk to suggest first-weekend 4S shipments of four million would likewise increase by 100 per cent this time round.

Meanwhile, other people will start to whine about your supply side.

The world’s most valuable technology company is being closely watched for any supplier problems that may slow down the smartphone production.

“We believe that sales could have potentially been much higher if not for supply constraints,” William Power, an analyst with Baird Equity Research, wrote in a note.

He forecast Apple selling 8 million to 10 million units in the fiscal fourth quarter ending in September.

Meanwhile, Microsoft still wants you to wake them up when you’re moving 25M a month… but I digress.  The market has set such high expectations for Apple (did you see the prediction that they could add a half percent to GDP?  Really?) that it’s difficut for Apple to have a successful product launch.  People, it’s a phone.  And frankly, it’s a phone with very few new features.  If anything, it’s out a little early, and they could have hyped up a bit more to get things ready for Christmas.

While I could never be called bullish on Apple, especially since the death of Steve Jobs, I don’t wish the company ill.  In these economic conditions, I’m shocked that even people with no sense of credit consequences are shelling out big money for a phone.  But Apple has a very long history of attracting a fan base and making that base very happy.  People I know with the full bevy of devices and services from Apple are estatic about the seamless connectivity and the consistent experience.  There’s a lot to be said for that on days when my Bluetooth headset won’t connect to my PC until a reboot scattered with chicken blood completes the cycle (I’m only kidding about some of that).

So I applaud Apple for another successful launch, and I hope that they continue to stand strong against an otherwise lackluster tide of interest in anything new… if only for signs that the economy will eventually improve.

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