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If you think Samsung makes anywhere near the profit off making components for other companies as they do off selling their own ground up products, you're not paying attention.

Never said they were. However, when you consider that Samsung is often number 2 in the race and supplies a lot of the components to the number 1, it's hard to see a downside.
 
Good point.

3 million is lot to deliver in 3 days logistically and you're not accounting for continued sales of the iPad 2 which probably account for another 300k sales after the price decrease.

I'm not sure i'm buying into what you're selling at this point on both accounts.

Good point on the iPad 2. . . with that awesome price I'm sure sells were nice for the iPad 2 this weekend too.
 
Never said they were. However, when you consider that Samsung is often number 2 in the race and supplies a lot of the components to the number 1, it's hard to see a downside.

The downside is they can't sell their own products.
 
Excellent, and I believe many sales were postponed because people were turned off by the lines, the furor, the talk of low stock, etc. The sales will continue to be strong. Plus, it is an awesome device for $499, so it will be an amazing seller.

Expect $700 stock soon.
 
Not sure if your post was being sarcastic. However, the main difference is that there are already over 50 million iPad 1/2 devices out there this time around. Also by looks of the aftermarket action, the news is well received.

No, not being sarcastic. I'm really depressed by that number. It should be in the 5m range. Sure there are 50 million iPads out there now but there are over 500 million people combined in the launch countries. In the U.S. alone only 2 in 10 own an iPad. So plenty of room for growth right there alone. Then you have to consider the millions of Apple fans like you and me that filp our iPads every year to have the latest and greatest.

It's estimated that Apple sold 1m iPad 2s in the U.S. at launch. So, yes the 3m seems like a lot but when you match it against 10 of the richest countries in the world w/ approx 90% of those populations not owning an iPad yet it's not fantastic. It's just not.
 
That is a disappointing number to me considering it's for all 10 launch countries and all are among the largest in the world on a GNP and per capita income basis. Recall the original iPad sold 300K opening weekend, and that was just for two days since it was a Saturday launch and one country, the U.S.

Yesterday I said it was a red flag that Apple chose today to announce its dividend and buyback program. It looks like I may be right and that they were trying to bury the iPad launch sales #s and protect the stock value, esp. given the timing of when each was announced, one at market open, the other after market closed.

Are you suggesting that the 10 countries that the new iPad launched in are all as large of a market as the USA? Many of the counrtries it launched in (US, Australia, Canada, France, Germany, Hong Kong, Japan, Singapore, Switzerland and the UK) have less than one tenth the population of the USA.

Selling 3 million new iPad's to 500 million people is still far more impressive than selling 300,000 original iPad's to 300 million Americans.
 
That is a disappointing number to me considering it's for all 10 launch countries and all are among the largest in the world on a GNP and per capita income basis. Recall the original iPad sold 300K opening weekend, and that was just for two days since it was a Saturday launch and one country, the U.S.

Yesterday I said it was a red flag that Apple chose today to announce its dividend and buyback program. It looks like I may be right and that they were trying to bury the iPad launch sales #s and protect the stock value, esp. given the timing of when each was announced, one at market open, the other after market closed.

Get real 3M!!, what planet are you on. Perhaps you can do better manage a new product introduction and deliver it to 3M customers in 4 days....
 
Wirelessly posted (Mozilla/5.0 (iPhone; CPU iPhone OS 5_1 like Mac OS X) AppleWebKit/534.46 (KHTML, like Gecko) Version/5.1 Mobile/9B176 Safari/7534.48.3)

Well this number is not real!
I was at the Soho store in NYC today, there was a huge line of scalpers returning the new iPads! Unopened! All sales folks were shocked. One by one there were people returning 1, 2, 4, 10, etc. iPads.
So I bet the real number of iPads sold to real customers is twice as less.
 
Are you suggesting that all 10 countries that the new iPad launched in are all as large of a market as the USA? Many of the counrtries it launched in (US, Australia, Canada, France, Germany, Hong Kong, Japan, Singapore, Switzerland and the UK) have less than one tenth the population of the USA.

Well, not less than one tenth, but regardless of their GDP, USA is a huge market, not even comparable to the rest of the G8 when it comes to consuming. So you don't expect 10 times the US consumption just because you added 10 more countries certainly. I have no clue if 3 million considering everything else is a huge number or just plain large, but in any case, it's not weak.
 
Wirelessly posted (Mozilla/5.0 (iPhone; CPU iPhone OS 5_1 like Mac OS X) AppleWebKit/534.46 (KHTML, like Gecko) Version/5.1 Mobile/9B176 Safari/7534.48.3)

Well this number is not real!
I was at the Soho store in NYC today, there was a huge line of scalpers returning the new iPads! Unopened! All sales folks were shocked. One by one there were people returning 1, 2, 4, 10, etc. iPads.
So I bet the real number of iPads sold to real customers is twice as less.

Yeah because 3 million minus 10 equals 1.5 million.
 
Wirelessly posted (Mozilla/5.0 (iPhone; CPU iPhone OS 5_1 like Mac OS X) AppleWebKit/534.46 (KHTML, like Gecko) Version/5.1 Mobile/9B176 Safari/7534.48.3)

Well this number is not real!
I was at the Soho store in NYC today, there was a huge line of scalpers returning the new iPads! Unopened! All sales folks were shocked. One by one there were people returning 1, 2, 4, 10, etc. iPads.
So I bet the real number of iPads sold to real customers is twice as less.

A few hundred does not get near 3M!
 
No, not being sarcastic. I'm really depressed by that number. It should be in the 5m range. Sure there are 50 million iPads out there now but there are over 500 million people combined in the launch countries. In the U.S. alone only 2 in 10 own an iPad. So plenty of room for growth right there alone. Then you have to consider the millions of Apple fans like you and me that filp our iPads every year to have the latest and greatest.

It's estimated that Apple sold 1m iPad 2s in the U.S. at launch. So, yes the 3m seems like a lot but when you match it against 10 of the richest countries in the world w/ approx 90% of those populations not owning an iPad yet it's not fantastic. It's just not.

I agree, numbers are just number until you put them in perspective!

"We had a 100% increase in sales" = We sold one last year and we have sold 2 this year! Thats double!

This seems to me that iPad is still a niche product, nothing is wrong with that because I am enjoying my iPad 3 just the same.. but it is what it is.
 
No, not being sarcastic. I'm really depressed by that number. It should be in the 5m range. Sure there are 50 million iPads out there now but there are over 500 million people combined in the launch countries. In the U.S. alone only 2 in 10 own an iPad. So plenty of room for growth right there alone. Then you have to consider the millions of Apple fans like you and me that filp our iPads every year to have the latest and greatest.

It's estimated that Apple sold 1m iPad 2s in the U.S. at launch. So, yes the 3m seems like a lot but when you match it against 10 of the richest countries in the world w/ approx 90% of those populations not owning an iPad yet it's not fantastic. It's just not.

I understand what you are saying. However, just last quarter alone Apple sold 15 million iPad 2 and wth this launch happening so close to that, you can't expect miracles. Don't worry, it will sell really well over time as more people see the screen in person. ;)
 
Are you suggesting that all 10 countries that the new iPad launched in are all as large of a market as the USA? Many of the counrtries it launched in (US, Australia, Canada, France, Germany, Hong Kong, Japan, Singapore, Switzerland and the UK) have less than one tenth the population of the USA.

I'm not suggesting anything. Those countries are some of the richest, most educated, tech savvy on the planet. They don't have the population the U.S. but they are no slackers in that dept either. It's not just about sheer population. Plenty of big populated countries that are in abject poverty.

Get real 3M!!, what planet are you on. Perhaps you can do better manage a new product introduction and deliver it t 3M customers in 4 days....

Amazon presold an estimated 2.5 million Kindle Fires, and that was just to the U.S. but my point is not about distribution and delivery, but sales. There were plenty of unsold iPads on store shelves this weekend that could have been sold to buyers, but were not. That is my point. The launch did not generate as much excitement as the previous one.
 
Amazon presold an estimated 2.5 million Kindle Fires, and that was just to the U.S. but my point is not about distribution and delivery, but sales. There were plenty of unsold iPads on store shelves this weekend that could have been sold to buyers, but were not. That is my point. The launch did not generate as much excitement as the previous one.

There weren't pre-orders in the previous launch, and there was far more supply in this launch.
 
Amazon presold an estimated 2.5 million Kindle Fires, and that was just to the U.S. but my point is not about distribution and delivery, but sales. There were plenty of unsold iPads on store shelves this weekend that could have been sold to buyers, but were not. That is my point. The launch did not generate as much excitement as the previous one.

Yeah, but they presold them for about a month before actual release and it's a $199 device.
 
I agree, numbers are just number until you put them in perspective!

"We had a 100% increase in sales" = We sold one last year and we have sold 2 this year! Thats double!

This seems to me that iPad is still a niche product, nothing is wrong with that because I am enjoying my iPad 3 just the same.. but it is what it is.

Apple must be devastated at the success of their niche product hehe.
 
Wow!

Haters gonna hate. :apple:
No doubt about it. :nod:

That is a disappointing number to me considering it's for all 10 launch countries and all are among the largest in the world on a GNP and per capita income basis. Recall the original iPad sold 300K opening weekend, and that was just for two days since it was a Saturday launch and one country, the U.S.

Yesterday I said it was a red flag that Apple chose today to announce its dividend and buyback program. It looks like I may be right and that they were trying to bury the iPad launch sales #s and protect the stock value, esp. given the timing of when each was announced, one at market open, the other after market closed.

No, not being sarcastic. I'm really depressed by that number.
ROFLMAO

--

A curious thing to me is that Apple says "it has sold three million of its incredible new iPad®, since its launch on Friday, March 16". Does that number include pre-sales from the few days after March 7?!

Incredible.
 
I understand what you are saying. However, just last quarter alone Apple sold 15 million iPad 2 and wth this launch happening so close to that, you can't expect miracles. Don't worry, it will sell really well over time as more people see the screen in person. ;)

I'm still confident iPad sales will still grow respectably and beat off competitors, I just don't think the launch was particularly impressive, and I'm seeing the after hours stock trades dwindle back down from the pre-announcement high around $605 to the regular market close which was solely due to the dividend announcement. It will be an interesting day tomorrow.

3 million is a disappointing number worldwide. It's at the very low end of analyst expectations.

Finally, I'm getting some company here. It's been lonely telling the truth around here on this topic, depressing as it is.
 
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