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Analyst: Apple slashes Q4 iPhone production
MacDailyNews —
... reports for Silicon Alley Insider. "Instead of a 10% sequential production drop in Q4, Berger's 'recent checks' suggest Apple's iPhone production could fall "more than 40%" from its Q3 levels. Berger thinks a similar cut was made for Q1, but notes that there's still plenty of time to change that," Frommer reports. "What does this mean? A significant production cut isn't necessarily a direct reflection of significantly slowing iPhone demand," Frommer reports. Full article here .
32GB iPhone 3G Making Its Debut at MacWorld 2009?
MacBlogz - One Stop Apple News —
... Theoretically, the iPhone family would have a diverse selection of products, just like the current iPod line-up. Perhaps not as many models or choices in color, but the storage capacity and features will be spread across the products, lowest to highest, priced accordingly. In what initially might seem to conflict, Friedman Billings Ramsey analyst Craig Berger has reported today that “Apple has cut its calendar Q4 iPhone production plans significantly more than originally estimated.” Chances are Apple is cutting production (on current iPhone models) to level out with ...
Analistas estão prevendo queda de mais de 40% na produção de iPhones 3G neste trimestre
BLOG.MACMAGAZINE —
... Dados obtidos pelo Silicon Alley Insider revelam que a Apple está reduzindo a fabricação de iPhones 3G em uma porcentagem maior que a esperada. Em vez de uma pequena queda seqüencial de 10% em relação ao trimestre anterior, está previsto um corte de mais de 40%. ...
Analistas estão prevendo queda de mais de 40% na produção de iPhones 3G deste trimestre
BLOG.MACMAGAZINE —
... Dados obtidos pelo Silicon Alley Insider revelam que a Apple está reduzindo a fabricação de iPhones 3G em uma porcentagem maior que a esperada. Em vez de uma pequena queda sequencial de 10% em relação ao trimestre anterior, está previsto um corte de mais de 40%. ...
Is Last Quarter's Massive iPhone Sales Momentum Sustainable?
Byte of the Apple - BusinessWeek —
... Apple has cut its fourth quarter production plans by 40%, compared to a previous plan to trim production 10% from the third quarter. Production ramps normally slow in this period, since companies build up much of the inventory for the crucial holiday selling season in the September quarter. Berger’s claims don’t necessarily mean iPhone-mania has hit the skids, as Silicon Valley Insider’s Dan Frommer points out . And given this sickly economy, it’s likely everyone is scaling back on production. It’s too soon to call whether Apple’s sales will get hit harder than rivals’ ...
iPhone production off 40 percent [Rumormonger]
Gawker: valleywag —
... Friedman Billings Ramsey analyst Craig Berger claims his industry contacts know that Apple's Q4 iPhone production will be more than 40 percent lower than Q3. So, even though ...
Last Bytes: Yahoo, MTV, Tesla, more
Tech Observer —
Two more Yahoo executives plan to leave the company. [All Things D] Apple may announce new Mac Minis and Imac desktops next week. [Cnet] Flickr hits a milestone-- it's 3 billionth photo. [TechCrunch] http://www.techcrunch.com/2008/11/03/three-billion-photos-at-flickr/ An analyst says Apple may be cutting Iphone production by 40 percent. [SAI] MTV and MySpace announced a plan to try to make money off pirated material. [Portfolio.com] Tesla Motors lines up $40 million to expedite production of its electric sports car. ...
The Apple analyst who couldn’t shoot straight
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 —
... What is it with Craig Berger and Apple?
The FBR Capital Markets analyst made headlines Monday with a report that Apple had slashed iPhone production for this quarter — down as much as 40% from the September quarter in which Apple racked up record sales of 6.9 million units. (See here and here.)
Berger bases this gloomy forecast, he says, on “recent checks” with unnamed sources, and goes on to draw some macro-scale conclusions:
“That the firm’s iPhone production plans are being revised ...
iPhone production slashed: A minor setback for e-books?
TeleRead: Bring the E-Books Home —
I talked up the iPhone/Touch as an e-book platform.
So now, in the interest of balance, I’ll point you to a Silicon Alley Insider post with a not-so-upbeat headline.
Apple slashes iPhone production, says chip analyst (AAPL), Insider reports.
Many complexities exist here—such as the difference between production and demand. But an excerpt is hardly encouraging:
Apple has cut its calendar Q4 iPhone production plans significantly more than originally estimated, according to a report by Friedman ...
Apple's iPod chief steps down, iPhone sales outlook follows suit
Betanews —
... for violating his agreement with the company by taking up employment with Apple. As the departure of a portable device guru is greeted with the arrival of a chip design and server guru, the Mac rumor mill has begun to churn out speculation about the future of the iPod, the device responsible for Apple's current strength. Meanwhile, the future of the iPhone looks to hold decreased production. This week, Apple reportedly cut its calendar fourth quarter outlook for iPhone production. Analyst Craig Berger said production of the device could drop as much as 40% from the last ...
iPhone Production Going Down -- WAAAAY Down?
iSmashPhone - Turn your Phone into your MyPhone —
... the other hand, the lousy ecomony isn't helping. Berger notes that the iPhone cuts are "a negative global demand" signal:
That the firm's iPhone production plans
are being revised lower suggests that the global macroecomomic weakness
is impacting even high-end consumers, those that are more likely to buy
Apple's expensive gadgets, and that no market segment will be spared in
this global downturn. This is a negative signal for global demand, in
our view.
[Via Silicon Alley Insider]
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