As the iPhone continues to take over the cell market, word has leaked
that Apple is building 5+ million for opening day. (probably july 3rd or
10th)
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Adding his voice to the drumbeat of speculation about Apple¹s (AAPL)
future iPhone plans, Kaufman Bros.¹ Shaw Wu weighed in early Wednesday
with a new report from his supply chain and industry sources.
Among his findings:
* Two out of three. Wu had heard that there are three new iPhones in
the works, but based on clues that developers are finding in the beta
iPhone 3.0 software, he now believes ³only two will see the light of
day.²
* iPhone Sr. and iPhone Jr. Wu hears that one of the new iPhones
will have longer battery life and a much more powerful processor capable
of running more complex apps. The other would be a less-powerful
³junior² iPhone.
* Millions of iPhones. Wu¹s sources indicate a ³build plan² for the
new models in the 5 million to 6 million unit range, considerably higher
than his current 4.5 million estimate for the September quarter (fiscal
Q4).
* Timing is critical. Wu is still not sure whether the new iPhones
will ship in June or July. If the latter, the June quarter could be a
tough one for Apple. Wu was expecting Apple to sell 3.2 million iPhones
in the March quarter (fQ2) and 3.7 million in the June quarter (fQ3).
But all bets are off if the new iPhones don¹t arrive until late June or
July, and customers who were thinking about buying the current model
hold out for the new ones.
* AT&T may cave. Wu¹s sources indicate a ³high likelihood² that AT&T
(T) will come out with more flexible ³tiered² data plans to replace the
one-size-fits-all $30 a month unlimited plan that has run into
resistance among newly price-conscious consumers.
http://apple20.blogs.fortune.cnn.com...ing-5-6-millio
n-new-iphones-analyst/