Todd Sullivan

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

Dan,

i fail to see what web stats have anything to do with sales? that is a commentary on the user.

RIMM is saying "sales" are ahead of expectations, not "expected demand"...

Apple just cutback orders in anticipation of a slowdown. so they may be sitting on loads of components already. This must be real because of the lag time to turn around production. They just cannot say "oops, we need more" and get the stuff tomorrow.

they have to be sure demand will slow.