Analyst ups iPad unit estimates
updated 11:10 pm EDT, Thu July 22, 2010
Device still gaining momentum
Following Apple's quarterly financial disclosures, Forrester analyst Sarah Rotman admits that the research firm's earlier estimates regarding iPad shipments need to be adjusted to reflect the stronger-than-expected demand. Forrester initially forecasted that Apple would sell 3.5 million tablets to US consumers in 2010.
During Apple's investor conference call, executives pointed out that total iPad shipments have already reached 3.27 million units before the end of June. Although Apple's numbers cover international sales and enterprise distribution, Rotman suggests the device is still on track to greatly exceed the initial expectations.
"When it went on sale in April, we assumed that sales would be strong based on pent-up demand for a hyped product; we then assumed that sales would slow in a summer slump, as is common with consumer technology purchases; and that sales would spike again in the holiday season," Rotman wrote in a blog post. "But the iPad isn’t behaving like other consumer devices: It has a steamroller of momentum behind it that indicates incredibly strong demand for this entirely new form factor."
Forrester will release a revised forecast later this year after collecting additional information from suppliers and consumers.
Fresh-Faced Recruit
Joined: Jul 2008
Here is what is wrong with these analysts
They SIMPLY do not understand Apple nor Steve Jobs. This whole piece kept saying "assumed." Like other electronics, the summer, etc. Jobs, Cook, and Apple do not release "stuff" to satisfy analysts. They release products that their fans will go nuts over. For some reason it never seems to occur to these analysts (what a great word) that Apple is no doubt into some really heavy duty marketing BEFORE any releases, but done in a non-obvious way. Maybe these analysts should try to figure THAT out, then their "data collection" might make some sense.
Then these genius analysts (a really great word!) keep writing about cannibalization. So far they have been wrong about iPods, and Macs. Again, they DO NOT understand what Apple does nor the way Jobs thinks, nor their fans, nor the "halo" effect. They keep looking at DATA and they don't get what a "great product" really means. For the ONE man or woman who IS an analyst and who DOES get it, they could become extremely rich, if they had the guts that Apple and Company has and did have BEFORE they piled up all that Cash.