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While lead times have decreased, Apple (NASDAQ:AAPL) is still trying to build enough iPads to satisfy worldwide demand. I have been tracking iPad shipping dates since its launch on March 16 in the twelve countries that Apple has stores (China is the thirteenth country with Apple stores but the iPad is not available in China).

Due to the continued strong demand from both consumers and businesses I believe Apple could sell between 17 and 18 million iPads in the June quarter. This compares to what I believe the Street is estimating at 14 to 15 million iPads. Each additional one million iPads generates about $550 million in revenue and $0.15 in EPS.

In the US (247 stores) the iPad went to a 1 to 3 business shipping timeframe on Thursday, May 24, down from 3 to 5 days where it had been for three weeks. Canada (22 stores), Australia (13 stores), Japan (7 stores) and Hong Kong (1 day) have the same shipping timeframe. The longest delay is 5 business days in the UK (33 stores), France (9 stores), Italy (9 stores), Germany (8 stores), Spain (5 stores), Switzerland (3 stores) and Netherlands (1 store). See below for the tracking of iPad shipment timeframes.

I had a demo of Microsoft's (NASDAQ:MSFT) Windows 8 on a tablet last week. Besides the "Metro" look of larger icons and the ability to run Microsoft Office the Microsoft employees were not able to demonstrate other differences to the iPad

The point about the iPad not being able to run Microsoft Office may be moot if the Boy Genius Report is correct. It has reported that Microsoft is set to release Office for iOS and Android tables in November.

This would put the iPad in the mainstream of computing and will meaningfully negate an advantage of Windows 8 on tablets when it is scheduled to come out late this year.

Additional observations

  • One can only order two iPads per order
  • Two stores I visited sold out of all models on Mother's Day (yes an imperfect survey)
    • Therefore watch out if you want a specific model for Father's Day
  • Cisco (NASDAQ:CSCO) is "curtailing further investment" in its Cius tablet. Wait, Cisco had a tablet?

US

CANADA

AUSTRALIA

JAPAN

247 stores

22 stores

13 stores

7 stores

APPLE STORES

$499

$519

A$ 539

Y42,800

WED., MARCH 7

9 days

FRI., MARCH 9

10 days

10 days

2 weeks

2-3 weeks

SUNDAY, MARCH 11

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

WED., MARCH 14

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

SATURDAY, MARCH 17

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

TUESDAY, MARCH 21

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

THURSDAY, MARCH 30

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

THURSDAY, APRIL 5

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

FRIDAY, APRIL 13

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

FRIDAY, APRIL 20

5-7 bus. days

5-7 bus. days

5-7 bus. days

5-7 bus. days

FRIDAY, APRIL 27

5-7 bus. days

5-7 bus. days

5-7 bus. days

5-7 bus. days

MONDAY, APRIL 30

5-7 bus. days

5-7 bus. days

5-7 bus. days

5-7 bus. days

WEDNESDAY, MAY 2

3-5 bus. days

3-5 bus. days

3-5 bus. days

3-5 bus. days

SUNDAY, MAY 6

3-5 bus. days

3-5 bus. days

3-5 bus. days

3-5 bus. days

FRIDAY, MAY 11

3-5 bus. days

3-5 bus. days

3-5 bus. days

3-5 bus. days

WEDNESDAY, MAY 16

3-5 bus. days

3-5 bus. days

3-5 bus. days

3-5 bus. days

SUNDAY, MAY 20

3-5 bus. days

3-5 bus. days

3-5 bus. days

3-5 bus. days

THURSDAY, MAY 24

1-3 bus. days

1-3 bus. days

1-3 bus. days

1-3 bus. days

UK

SWITZERLAND

GERMANY

FRANCE

33 stores

3 stores

8 stores

9 stores

APPLE STORES

399 Pnds

CHF 529

E 479

E 489

WED., MARCH 7

FRI., MARCH 9

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

SUNDAY, MARCH 11

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

WED., MARCH 14

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

SATURDAY, MARCH 17

2-3 weeks

2-3 weeks

2-3 weeks

2-3 weeks

TUESDAY, MARCH 21

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

THURSDAY, MARCH 30

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

THURSDAY, APRIL 5

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

FRIDAY, APRIL 13

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

FRIDAY, APRIL 20

1-2 weeks

1-2 weeks

1-2 weeks

5-7 bus. days

FRIDAY, APRIL 27

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

MONDAY, APRIL 30

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

WEDNESDAY, MAY 2

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

SUNDAY, MAY 6

7 bus. days

7 bus. days

7 bus. days

7 bus. days

FRIDAY, MAY 11

7 bus. days

7 bus. days

7 bus. days

7 bus. days

WEDNESDAY, MAY 16

7 bus. days

7 bus. days

7 bus. days

7 bus. days

SUNDAY, MAY 20

7 bus. days

7 bus. days

7 bus. days

7 bus. days

THURSDAY, MAY 24

5 bus. days

5 bus. days

5 bus. days

5 bus. days

ITALY

SPAIN

NETHERLANDS

HONG KONG

9 stores

5 stores

1 store

1 store

APPLE STORES

E 479

E 479

E 479

HK 3888

WED., MARCH 7

NA

NA

NA

NA

FRI., MARCH 9

NA

NA

NA

NA

SUNDAY, MARCH 11

NA

NA

NA

NA

WED., MARCH 14

NA

NA

NA

NA

TUESDAY, MARCH 21

NA

NA

NA

NA

SATURDAY, MARCH 24

1-2 weeks

1-2 weeks

1-2 weeks

NA

THURSDAY, MARCH 30

1-2 weeks

1-2 weeks

1-2 weeks

NA

THURSDAY, APRIL 5

1-2 weeks

1-2 weeks

1-2 weeks

NA

FRIDAY, APRIL 13

1-2 weeks

1-2 weeks

1-2 weeks

NA

FRIDAY, APRIL 20

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

FRIDAY, APRIL 27

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

MONDAY, APRIL 30

1-2 weeks

1-2 weeks

1-2 weeks

1-2 weeks

WEDNESDAY, MAY 2

1-2 weeks

1-2 weeks

1-2 weeks

3-5 bus. days

SUNDAY, MAY 6

7 bus. days

7 bus. days

7 bus. days

3-5 bus. days

FRIDAY, MAY 11

7 bus. days

7 bus. days

7 bus. days

3-5 bus. days

WEDNESDAY, MAY 16

7 bus. days

7 bus. days

7 bus. days

3-5 bus. days

SUNDAY, MAY 20

7 bus. days

7 bus. days

7 bus. days

3-5 bus. days

THURSDAY, MAY 24

5 bus. days

5 bus. days

5 bus. days

1-3 bus. days

Disclosure: I am long AAPL.

Additional disclosure: This article is for informational and educational purposes only and shall not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, recommendation or endorsement to buy or sell any security.

Source: Apple's iPad Still Experiencing Strong Demand