iPad delays coming? (Updated x2)
Update 1, 2 pm ET: An Apple spokeswoman told Wired.com on the phone that the “iPad will be available in late March.”
Update 2: We've heard from an Apple Store Manager that at quarterly Apple Store meeting on Feb 21st, Apple said iPad launch about 30 days away ~March 23rd... we're still thinking 26th.
Here's what analysts do: They try to make their clients money on stocks and reap a percentage of the awards.
If they do produce something publicly, that means one of two things: (1) Their clients have had the information for weeks and have had time to invest accordingly. (2)They are trying to artificially change the price of Apple's stock because they have previously told their clients to invest based on the good/bad news that they are about to relay.
With that in mind, Canaccord Adams analyst Peter Misek says:
“We have…heard that the upcoming iPad launch may be somewhat limited as a manufacturing bottleneck has impacted production of Apple’s newest device. An unspecified production problem at the iPad’s manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of March, far lower than the company’s initial estimate of 1,000K units. The delay in production ramp will likely impact Apple’s April unit estimate of 800K as well. It is also possible that, given the limited number of units available in March, the launch will be delayed for a month.”
Misek's been hitting them out of the park lately with his Verizon iPhone prediction and painfully off iPad event predictions. He sent this report to multiple media outlets.
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Comments (41)
Another Apple product delay. Maybe Jobs next "big, bold move" should be hiring more Chinese.
You must be on a different site, because that's not what I read.
I heard they're building up hype while they fine-tune the device they announced prematurely because somebody else fired first.
http://www.youtube.com/watch?v=c0mfrqnZ1m0
Is it me or has everyone else noticed how 9to5mac has become an Apple propaganda machine. They ignore all the negative Apple stores and just sell the company line.
Where are the stories about how Al Gore was blasted by share holders at the meeting?
How come they ignore the report of Apple's contractors using child labor?
Where are the stories questioning why Apple has 40 BILLION in cash, growing everyday, but still manufacture products in China instead of America where it sells most of its products?
Apple sells itself as a free wheeling, freedom loving company but it uses companies in the most closed and communist society to produce its products so it can make billions and billions and billions!
At least Microsoft employees over 50 thousand Americans.
First all of those stories are posted on this site. Check out the older posts. Second Microsoft is a software company, and uses mexico and china for manufacturing just like everyone else. Apples software is made in america also. Look at computers and phones that run windows platform software. Almost 100% manufactured outside of the us by companies that have questionable labor practices.
It's not right that Foxconn does these things, but their laws are different over there. the underage workers where only one year under the limit. The kids weren't forced by apple to work there. they probably used their older siblings id to get the job so they could make money to help their family. It happens a lot.
Lastly if apple stopped using overseas manufactures they would either have to raise prices or make less proffit. which wouldn't sit well with share holders. Steve jobs isn't Tony Stark. He can't stop turn everything around without hurting the company and driving it into the ground. This isn't a comic book. It's the real world, and as much as it suck being perfect doesn't exist in the corporate business world.
Show us where are the negative Apple stories? Where is the questioning of Apples non-American, non-free world manufacturing.
Microsoft employees almost 60,000 Americans and about 22,000 Europeans in well paying jobs. Not low paying Apple retail store jobs.
All you have done is make more excuses for Apple's business practices.
http://news.yahoo.com/s/ap/20100301/ap_on_hi_te/us_apple_labor
Read the above article and before you say "oh well Apple found the problems" ask yourself why Apple does not manufacture the products in the USA?
Apple charges beyond top dollar for its products, which is fine, but don't try and come off as this great freedom loving company. Apple is more like the character PC in its commercials then it is like the Mac character, they just hide it better then most.
I agree with you it's fucked up. Apple is a hardware company who uses out sourced labor from companies that don't put high value on the way americans think they should do things. It's not really worth it for me to argue this because i'm not defending apples practices. I'm trying to point out that it happens, and probably wont change.
One of my managers was in an after school club in china when she was a child. It was a seamstress club, and the best students were asked to stay after for special projects. Sewing together disney character plush toys. Their teacher would sell them to a distribution company that sent the toys to disney for their them park stores. He gave them 5 cents for everyone they finished and pocketed the other 95 cent profit for himself. She knew she was being screwed but guess what her family needed the money. She lives in America now and things are better for her.
She's a retail store manager who's products are made by child labor from china. Show me a way for all companies to stop out sourcing there labor because share holders want more profit at the cost of freedom. Then we'll make you president and send you back in time to fix this issue, stop apple once and for all, and crush the chinese back into complete poverty. Maybe we should put all foreigners in there place. Lets destroy all the foreign manufacturing countries so that we can sleep at night. That is until the realization hits that we are so deep into this that it's almost become a necessary evil.
I don't condone what apple or anyone else does. I'm just saying that preaching civil rights, and corporate responsibility to the head of a 40 billion dollar company. Wont change the fact that he has to report back to a board that could oust him for trying to do the right thing.
Point of fact: The number of Americans you employ does not lessen the responsibility of a company in manufacturing. Windows software is made in america. Computer hardware that runs windows is made in other countries. Should Microsoft stop letting you install on chinese hardware? Maybe but it wont happen.
Evil is evil if you buy a product from one of these companies your evil to. I'm very evil. No matter how much charity work i've done over the years, and how much money i've given to charity. It doesn't change my level of evil. Face it we all suck in the grand scheme of things. Evil is human. Steve jobs is human. But so is Bill gates. So it doesn't matter whos side your on or if you defend one over the other. Were all hypocrites at the end of the day.
If it makes you feel better I'll probably die before you, and to spite my humanitarian work i'll still go to hell for turning a blind eye. The last laugh is yours. Congratulations you one. See you all in hell. bring your iPads and windows computers, nike shoes, martha stuart linens, video games, and any food you bought in a restaurant or supermarket made using laborers on farms in mexico. We'll all have a party.
You missed my point. My point was that Apple would not even have one underage worker available if they produced products in the free world. Apple, like many, chooses to use companies in a repressive communist society because it allows for maximum profit. No other reason exists,
As for Jobs loosing his job at Apple, stop the non-sense. The many is a billionaire many times over.
Apple, like human caused global warming is a hoax. Sites like this do nothing more the run with that hoax.
You sir, are extremely twisted in the noodle.
To answer your question though. Yes there is a ton of propaganda on this site, and every other site since everyone recycles each others stories. If they didn't print the propaganda along with the true stories they wouldn't post much at all.
It seems to me that this is pure bullshit. If there was gonna be a shortage. The would have a pre-order system in place. Which i'm beginning to think won't happen now. If there was a delay apple would release a that information to the press, because it would mean more publicity. It sounds to me more like they are saying these things to make people dump stock so their friends can swoop in and pick it up at a lower price. Then when the iPad hits on schedule and on time they roll in the money.
The thing I don't get is when Nintendo produces small amounts of there systems on purpose. Sighting that consumer interest will be low. The few units released sell out quickly, and demand sky rockets for a product that most people don't enjoy that much (The Wii).
So if anything, it seem's that a shortage and pre-ordering would create a higher demand. Driving stocks up, not down. I don't know....That's just what i think.
I'm fairly certain the number of Wii's sold is indicative of their users overall enjoyment.
The Wii is to game systems what the ipad will be to computers: the techies will sneer at the masses as Apple sells them hand over fist.
The Wii's a great system, but good first party games take so long to release that people trade there Wii's in very quickly in favor of a PS# or 360 with both great first party and third party games released on a round the year schedule. If you need to know what makes me an authority on this. You could sight the fact that i've been in retail game sales for 12 years. 3 years at Toysrus (R zone), 3 years at Gamestop (Store manager), 3 1/2 years at Bestbuy (Media supervisor), 2 years to present back at Gamestop (part-time 3rd Key supervisor while i got back to school to get a real job)
I've seen Nintendo do this since the Wii came out. They hold their systems at the end of the year to create scarcity. Then release them in large numbers in the beginning of the next fiscal year to drive up market share. I garenty you by mid summer you wont be able to walk into a store without seeing Wii's collecting dust. In june Nintendo will slow manufacturing and divert shipments to europe/japan where they are literally swimming in wii's no one want's. Not to mention the that they make more money over seas because of the weakness of the american dollar. By xmas 2010 there will be another shortage, and it will repeat year after year until a new system comes out.
Look it up online it's not a secret.
I am not exactly sure if retaining stock on purpose would be a good thing for Apple. The device has been widely criticized and although surveys showed that there were more people waiting for it than for the original iPhone, breaking promises at this point in the game and delaying the launch would appear as a bad mark for Apple.
One does not release a "magical" and "revolutionary" device late... bad kharma would follow for future sales and devices of the same class.
If there really is a production issue, my guess is Apple will put a lot of effort to resolve it and deliver on time.
If it is "just a rumor" : bad joke folks !!!
Apple had a 2 year exclusive contract with the U.S. Depart of Defense for use of what is essentially the "iPad" technology. This contract recently ended, thus giving them full permissions for commercial production. With rumors of a Windows Mobile 7 tablet on the Horizon, Apple rushed to market the two-year old technology. However, Apple has yet to reveal officially, that iPhone OS 4.0 will assume a more mac os X Mobile interface, a sort of "multi-touch sand-box".
I just don't understand this rumor. What branch of the government and for what use? WHy would the government use touch screen technology for anything? Especially a closed system with a smartphone os? Since when does Apple do government contracts? Always thought that was more of a Microsoft thing. Also if all of the governments hardware is Windows based why use macOs based pda like devices with a large lack of functionality for government work? Those are just a few of the questions i need answered before i can even begin to believe that statement. Not to mention that the statement was made on youtube. Not exactly the most credible rumor source.
"Also if all of the governments hardware is Windows based why use macOs based pda like devices with a large lack of functionality for government work?"
Because they wanted it to work.
I agree that apple hardware is great. i have tons of it, but the government is best known for finding the best deal. Everyone knows that if you want a good deal on price not quality you go with windows. Now lets say that this is accurate. I'm happy to see that the government is learning to go for quality over quantity. i just don't get what the use of an comparatively pricey ipad would be in the field. Compared to a fully subsidized blackberry or an almost fully subsidized window laptop. Then the obvious question is that an ipad like device running a mac like os would be hard to pass of as something else in public. If it wasn't used for field work then why use it when your a couple feet away from a desktop or laptop computer? I would love to believe that apple is helping defend our country with well crafted technology but it doesn't seem feasible or realistic. Stranger things have happened. So i'll admit that the scenario is possible, if not very unlikely. You have the benefit of the doubt.
first time i fully understand what is going on with "analysts" although it's always been clear they were hawking stock....now understanding that they have prepared investors (item 1 in post) and then use their "analytical" (marketing) savvy to influence stock prices makes clear what is going on, and thanks for that.
only wonder if serious investors really buy/sell on what one of the (marketing)analysts posts. on the the other hand, some guy sent a "heads-up" to macrumors about a telegraph uk article which totally misstated apple's position and policy on labor and ethics, which the creator later changed, somewhat, but the blog was picked up by several other reader heavy sites and now it is a topic of discussion, as if it were real.
unless investors are sheep, like most who blindly follow what they read and think it must be real if it is in print, then i guess the marketing techniques are a last gasp for the "analyst."
disappointing statement about both the readers and the "analysts" but, marketing is marketing.
If the article on what these "analyst" (read: gossip-whores/profiteers) do is true, it should be a form of insider trading or stock manipulation, yes?
Well, yes, but the author is completely clueless as to what analysts actually do (e.g. they do not keep a percentage of the money made by their clients).
I'm not defending the quality of the analyst's analysis or recommendation, but this article is willful ignorance.
Well, yes, but the author is completely clueless as to what analysts actually do (e.g. they do not keep a percentage of the money made by their clients).
I'm not defending the quality of the analyst's analysis or recommendation, but this article is willful ignorance.
My theory: Apple isn't going to release the iPad until after its fiscal quarter ends on March 27. Otherwise they'd have to deal with a couple of days of iPad sales from an accounting standpoint on their financial reporting, and we'd get a peek at exactly how the first couple days of sales went (something Apple would probably prefer to keep secret, unless they're blockbuster numbers worth bragging about). And, to maximize the numbers they report next quarter (ending June 26), they'd want to start sales as soon after March 27 as possible, so my money is on March 28 or (if they don't do weekend product releases) then March 29.
Holding onto product or artificially slowing the sale of a product is a dubious proposition, as it conflicts with the one major business goal: profit.
For a publicly traded company, it is not a general "profit", but the "quarterly reportable profit" that matters. Wall Street (and Apple itself) have not forecast any iPad sales in the current quarter's profit estimates. So Apple would not want to put its best day or two of iPad sales, into a quarter where nobody is looking for it. They'll want to save their ammunition for the next quarter, when Wall Street will be expecting these profits. Apple also would have to report these quarterly numbers (including first day or two of iPad sales) in mid-April, right before the 3G version would be coming out. The last thing it wants is a bunch of negative news media and blog-posts "iPad Sales Below Expectations" right as the 3G version is coming to market.
The number of sales of iPads will not be affected in any material way by whether they go on sale March 23, March 26, or March 28/29. People who are going to buy an iPad, will buy one regardless of the exact date it happens to go on sale. Month(s) of delays could have an impact, as people opt for something else because they get tired of waiting, but a few days here or there won't make a difference.
One last thought: Steve Jobs, in the January 27 announcement for the iPad, said it would be available "in 60 days". Do a little math, and January 27 + 60 days = March 28, the first day of Apple's fiscal quarter. Coincidence?
I CANT WAIT!!!! HONESTLY!
Why would you lie?
Apple has decided to add the camera.
Four of them, the way I heard it. Hit zoom-out, extend the lenses, and you can use the iPad like a little coffee table.
The camera Is going to be a 30-pin accessory which will swivel between forward and back facing with one lens.
Flip it upside down for video calls.
Do augmented reality and junk.
Not planning on taking pictures with something the size of a plate?
Don't buy the accessory.
This, until generation 2 when their realize lacking new native features.....