apple20.blogs.fortune.cnn.com - 12/10/2008
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Kaufman Bros. analyst Shaw Wu has been checking with his contacts in Apple’s ( AAPL ) supply and distribution channels and reports that demand for the iPhone is “fairly healthy” in the U.S., Europe and, with the exception of Japan, most of Asia Pacific. He’s ...
appleinsider.com - 12/9/2008
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appleinsider.com —
Apple is believed to be on the verge
of an end-of-year push that would start by finally
offering unprotected iTunes Store music from all major labels and would switch a special post-holiday campaign giving away music and videos to Europeans.
(more)
Rumor: Apple's iTunes going DRM-free starting Tuesday
engadget.com - 12/13/2008
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engadget.com —
According to extremely reliable and embarrassingly handsome Engadget
sources, at an iPhone event held today, John Geleynse
(AKA Director of Technology Evangelism at Apple) made some statements regarding the iPhone platform that should seriously ...
(more)
Apple: "the iPhone is a gaming console"
appleinsider.com - 12/9/2008
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Kaufman analyst Wu: Apple could sell up to a million iPhone gift cards this quarter
MacDailyNews —
... 'where the process of giving the iPhone as a gift is greatly simplified without the need for activation and personal information. … We estimate several hundred thousand to one million units could be impacted.'" Elmer-DeWitt reports, "The good news about these gift cards is that Apple gets to collect the revenue up front, which improves cash flow. The bad news for Apple’s Q1 earnings is that it can’t recognize the sale of an iPhone until the customer activates it." Full article here .
iPhone gift cards could impact up to a million units
CrunchGear —
... Shaw Wu, analyst at Kaufman Bros., is anticipating iPhone sales of 6 million units for the December quarter, down from 6.9 million units sold in the previous quarter but in line with Wall Street’s expectations of between 5 and 7 million. However, this estimate doesn’t take into consideration the ...
Daily Apple: Gift Cards x 1,000,000, Netbooks Make Elbow Room, iPhone #3 Gadget, Multi-touch Firefox, Movies Disappear, Firmware Fixes [TheAppleBlog]
GigaOM Network —
... Apple Could Sell 1 Million Gift Cards - Analysts like big numbers. Shaw Wu, an analyst for Kaufmann Bros. likes six zeros, to be precise. He’s claiming that information he’s received from his network of Apple retail channel contacts puts the estimated sales of the iPhone gift cards Apple recently started offering at up to $1 million. Not a bad holiday haul. ...
Analyst Roundup: Morgan Stanley pooh-poohs, iPhone sales looking bright
The Unofficial Apple Weblog (TUAW) —
... On a brighter note, Kaufman Bros. analyst Shaw Wu sees promise in iPhone gift cards, according to Fortune's Apple 2.0 blog. As with any gift card, Apple collects revenue from the customer up front. However, Apple can't report the revenue until the phone is activated, which will likely be during the first quarter of next year. ...
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