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The initial batch must've been very small. If you look at the sales between 4am EST and 10am EST, they all have Oct 5th ship dates. That's 6 hours of preorders all with the sane ship date. I find it hard to believe there was such a huge spike in the first hour of preorders and then a huge taper off in demand. No, I don't think so. The first batch must've been exquisitely small, with the 2nd batch being huge in comparison.

Or a big portion of the first batch are going to Apple stores and their partners? :rolleyes:

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Funny enough a few articles stating that these pundits are NOT idiots by the likes of Reuters and Bloomberg not too many months ago. Shorten the supply increase centre focus on demand more than it is. .

So are you saying Reuters and Bloomberg claim that Apple is withholding stock to manipulate demand?
 
Only in the past couple of years would anyone automatically associate profit with greed. It's really disappointing.

Profit is:
-innovation
-more jobs
-incentive to invest
-return on investment
-ability to donate to worthy causes

And about 1,000 purely positive things.

Occupy Wall Street combined with news media that portrays them as revolutionaries has done a good job of doing this. The protestors are really the greedy ones; they want money for doing nothing and default on loans.
 
But reading any supply management ethics books, you would also know about the term artificial demand, something that exists in our capitalist world. Nobody besides Apple would know if they do indeed create artificial demand...

If a company has real demand, as Apple does for the iPhone, why would they be interested in 'artificial' demand? Unless you are arguing that there is no real demand for the iPhone, in which case you would simply be delusional.
 
But reading any supply management ethics books, you would also know about the term artificial demand, something that exists in our capitalist world. Nobody besides Apple would know if they do indeed create artificial demand...

Probably the dumbest thing I've read. They have real people wanting to give them money but Apple decides to restrict the production? This isn't oil where restriction means an increase in price. The price is the same whether they make it now or 5 months from now.
 
Apple has no need to create artificial demand. Their supply will never match demand for the release of a new iPhone. Their capacity is tuned for full production meeting ongoing demand at sales of around 30 million units per quarter for all iPhone models.

When you have a surge demand of 10 million units in one week, building up that excess inventory in a new product while still meeting manufacturing demands of your current products is going to be a challenge.

It will be interesting to hear what the sales numbers were for the pre order weekend. I'm guessing 6m units over the weekend, and 12m in the first 7 days.
 
http://www.gartner.com/it/page.jsp?id=1764714

Yep, you're reading that right. The market outgrew them. They sold more phones, but the rate at which they "grew" was less than the competition. That is what led to the conclusion that RIM was "dying". A sad commentary about the realities of our capitalistic economic model.

Thanks for taking the time to share that. Surely it's about context though. If you look at the second table, which looks at worldwide smartphone sales, you get a different picture. RIM's market share plummeted from 18.7% to 11.7%. Since smartphones represent the growth market (as they gradually replace other phones), that's a concerning picture. Would you have bought shares in RIM based on that information? I wouldn't have.

As the smartphone market matures, and growth slows down, I still can't see why this would be too much of a concern for Apple—so long as they aren't showing a steep decline in marketshare, and so long as they don't miss the next big wave, if and when it comes. No doubt they'll be on the lookout for other emerging markets to capitalise on. As to why, that's an interesting question. Are they motivated by the passion to create cool stuff (as Steve Jobs claimed), or the desire to build a bigger empire? If we could look into the heads of different people at Apple, we might get different answers. But that's probably a topic for another day.

Getting back to the original question of supply at launch time… I don't imagine for one moment that Apple is holding back on us. They simply don't need to. There's a huge spike in demand around any launch, and a limit to the volume a responsibly managed supply chain can output in a short period of time. As it just so happens, this creates the opportunity for Apple marketing people to be 'blown away'… again. ;)

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If a company has real demand, as Apple does for the iPhone, why would they be interested in 'artificial' demand? Unless you are arguing that there is no real demand for the iPhone, in which case you would simply be delusional.

Apple has no need to create artificial demand. Their supply will never match demand for the release of a new iPhone. Their capacity is tuned for full production meeting ongoing demand at sales of around 30 million units per quarter for all iPhone models.

When you have a surge demand of 10 million units in one week, building up that excess inventory in a new product while still meeting manufacturing demands of your current products is going to be a challenge.

Well said!
 
This is totally bullshxt. It is not possible.




















Damn! Why I have to wait until November so I can order one. My 3gs is going to serve my mom.
 
I agree with most of your other points. I am not an expert in economic theory either, but allow me inject a little Marx in this mix. Under capitalism, it's the nature of any business to expand. They don't simply place the profits in an interest bearing bank account, they reinvest it into new markets and new products. If they don't, sooner or later, other companies will be competing with them in existing and new markets. It's the nature of the beast. Apple is capitalism at its best ( not the I completely agree with this economic model). ;)

Thanks for those thoughts! I recall Steve Jobs championing the idea that a company should be very selective in what markets to go after… and that Apple only does something when it believes it can improve on it. (These are my words to paraphrase. Actual quotes may include, but not be limited to, words like 'reinvent', 'revolutionize', 'change everything', and 'magical'.) ;) With everything I've read about Steve Jobs, I actually suspect he was pretty genuine about his motivations, and that they weren't primarily based on financial 'success'. They do say power corrupts though, and you have to wonder if it's possible for any company to maintain such a culture as it grows into a corporate beast the size Apple is today. When the beast gets to a certain size, does it simply aim to consume the competition for the sake of perpetuating its own growth? It's a cynical view of capitalism, but maybe that's just the way it goes?
 
Jobs clearly had ideals, however he also was very aware that nothing happened without profits to drive innovation and Insanely Great products.
 
Seen a few comments about other phones having true HD screens etc - it doesn't matter, the whole point of the "Retina" display is that the pixels are so small you can't see them, therefore you could triple the resolution but you would still gain nothing.

The only problems I have with the iPhone 5 are ugly proportions, it would actually look better wider even with the screen that same size. Secondly I'm dubious about the black anodising - I've had a few products that were anodised and they were very easy to scratch. The scratches really show as well.
 
Slightly offtop, I have 4S and won't buy 5th generation because (based on a list of improvements from user above):

- LTE - wouldn't work in my country, different specs
- Larger screen - improvement, but still not so big to use telephone like tablet
- Higher quality screen - improvement, but like i said screen too small to notice difference on daily basis
- 18% thinner - biggest improvement
- 20% lighter - biggest improvement
- Higher resolution rear camera - already have it
- Better low light rear camera performance - what's this?
- higher resolution front camera - used it like dozen of time
- 3-4x faster - in my case 2x faster
- Siri - useless in my country
- Redesigned headphones - I have high-end earphones worth $400, doesn't need this one
- Better speakers - ?
- Better audio - really, prove it? with every next ipod the quality only decrease
- Longer battery life - debatable
- 3D maps - extremely limited function so far
- AirPlay mirroring, and in full 16:9 widescreen - 4S can do it also

Just my 2 cent.
 
I just think because of the complete redesign from 3GS to 4 people were expecting the same this time.

Just look at iPhone 1 to 3G, they look exactly the same!

I personally can't wait to upgrade from my ancient 3GS to a 5!
 
I'm kind of disappointed with the new phone, seems most of what makes it good are IOS 6 features. It does look a tad better but other than being longer and having to stock up new accessories all over again, I don't see anything really unique. I think Apple's running out of ideas, if they're boasting faster whatever, it's pointless if it doesn't fully multitask for starters.
 
if they're boasting faster whatever, it's pointless if it doesn't fully multitask for starters.

So... Software won't be able to take advantage of a faster CPU and GPU? That's been going on since computers ;) Since when is "multitasking" the only use for faster processing? What about foreground apps that can potentially be that much more powerful? And of course, where iOS *does* multitask the increased CPU and RAM will definitely help.
 
How could Apple be "blown away" by pre-orders? Did everyone except Apple expect it to sell like hotcakes...kind of disconcerting Apple wasn't ready for the volume.
 
So... Software won't be able to take advantage of a faster CPU and GPU? That's been going on since computers ;) Since when is "multitasking" the only use for faster processing? What about foreground apps that can potentially be that much more powerful? And of course, where iOS *does* multitask the increased CPU and RAM will definitely help.

You're clearly not understanding what I said. Multitasking is just one that I mentioned. The faster CPU... rather SoC and RAM is being spent for singular tasks? That's so 5 years ago, full (not limited) multitasking should be the very minimum it should offer, if it's really that good it should be able to do what other, supposedly "lesser" phones can do. What's the new speed for, faster animations from switching screens? You can do that after the phone's jailbroken and speed up those slow animations.

Also no widget support = lame. How annoying is it when you have to rely on going through several menu screens to manage/toggle WiFi, Bluetooth and GPS/Location services. The iPhone is only worth it if it can be jailbroken, in stock form it's almost laughable how limited it really is.
 
Thanks for taking the time to share that. Surely it's about context though. If you look at the second table, which looks at worldwide smartphone sales, you get a different picture. RIM's market share plummeted from 18.7% to 11.7%. Since smartphones represent the growth market (as they gradually replace other phones), that's a concerning picture. Would you have bought shares in RIM based on that information? I wouldn't have.

That's exactly what is sad. Market share doesn't mean anything as far as the health of a company. Apple is losing market share or unable to grow it either these past few quarters because of the realities of the market.

RIM was a corporate based entity that sold phones tailored for businesses. Smartphones they were called because they could do more than your typical feature phone sold by carriers and were perfect tools for managers to keep tabs while on the go using cellular data to read/respond to e-mail, have their calendering with them without opening their laptops and maybe grab some quick news from the web.

They were selling more and more units. Yet as suddenly as that, they are dying not because they are selling less units and not being profitable but because consumers with different needs outside the RIM niche started buying up "Smartphones" too. Phones very different, more tailored to entertainement then business. This made RIM's "market share" diminish as their offering was not tailored to that market, they were still catering to their niche.

You do understand that market share is a percentage right ? It going down has no bearing on the health and growth of a company. It just means that the market is expending. That's the whole point. It's sad that people think you're not a healthy company because the market you play in suddenly has a wider audience while your niche remains.

RIM wasn't dying. The media however didn't make it sound like it. This drove investors away and with that, customers started being wary and left. Now they are having real problems, shipping less units, posting losses. But don't be fooled. It's the media game that did them in, not their actual health back when this all started.
 
RIM sat on their lead and thought they'd always have the business community locked up and ignored the market until it passed them by. They came out with mediocre products that performed poorly. A case study of a company that locks up a market segment and becomes lethargic. Saying it was mostly the media's fault is nothing more than nationalistic wishful thinking.
 
The 920 weighs in almost twice as much as iPhone 5. I want something to simply my life with iCloud, iTunes, apps galore and feather weight. Don't need another heavy phone to slow me down. Especially one with no apps which is important for my line of work (medicine).

Yeah, cos it's like 5kgs heavier...
 
Is anyone else having trouble checking their order status with Verizon? I keep going to the page to check and it says my order number is invalid :(
 
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