A few random numbers:
1. I was told by local reps that their A T & T store will get fewer than 100 units to sell on launch day and was advised to pre-order. Those 100 phones will be gone by noon on launch day. If traffic is any indicator, they sold through pre-orders 4-500 phones. Many folks, like me, took 2 or 3 at a time.
2. Sources say Radio Shack was allocated 100,000 units for preorder and sold them all yesterday. Best Buy must have had 3-4 times that many, Apple and A T & T maybe a million each. All gone.
3. Apple. via Foxconn, can build 3 million a month and probably has been in production for at least 3 weeks. On June 21 and 22, a dozen FedEx jets filled with iPhone 4s will be gathered here in Anchorage, Alaska at the big Fedex base and embargoed, won't be released until early afternoon the 23rd so that deliveries can be made simultaneously across the country on the 24th.
4. Apple/ A T & T sold a bunch of 3GSs yesterday, presumably to customers who were too late to preorder 4s. I would be that all of those went to new customers who were told to take the 3Gs now, trade it in at no charge for an i4 later, maybe 45-60 days.
5. Don't forget Walmart - they weren't taking preorders but they will have i4s on launch day. 1,500 stores, 100 phones each, that's another 150,000 units.
Apple is going to move 3 million i4s by July 1, 12 million by Sept 30, 20 million by the end of the year and this on top of 2010 iPad sales of 8-10 million and another 20 million iPod Touches. And don't forget all those "old" 3Gs and 3GSs, another 25 million or so that will be sold into the secondary market and remain in use. Remarkable.