Production Capacity.
As an investor, I have three key questions with respect to the last quarter of 2012. Since demand is very high for iPhone 5 and iPad Mini, I think the bootle neck for revenue is the production output.
My questions:
1.) How many iPhones will be build in Q4 2012 (calender)
2.) How many iPad Mini will be build in Q4 2012 (calender)
3.) When will China Mobile be included as a carrier?
I am convinced that Apple will sell as many iPhone 5′s and iPad Minis as can be build. From there, we can calculate the revenue numbers for this quarter.
Interestingly, T. Cook was quite bullish on the production capacity and its improvement during the end of October earnings call. However, iPhone 5 and iPad Mini are sold out in all stores in Europe. I am wayting now since Sept 21 for my iPhone 5 ordered via T-Mobile: Delivery is scheduled for CW49 ...
Please respond!