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Apple roundup: 5S/5C availability, Wal-mart, India,

  • In spite of limited early 5S supplies due to fingerprint sensor issues, Gene Munster says checks at 60 Apple Stores (AAPL -0.1%) indicate at least one grey model was available at nearly every store. That's better than the situation a year ago, when the iPhone 5 was almost impossible to find.
  • A spreadsheet from BTIG's Walter Piecyk provides mixed data on 5S availability. While AT&T and Verizon are indicating long shipment times for gold models, AT&T has 32GB and 64GB grey/silver models available, and 7-14-day shipping times for the 16GB versions. Verizon's times for grey/silver models range from 11-32 days, and Apple's online store only promises to ship ordered iPhones somewhere in October.
  • Wal-mart, no stranger to iPhone discounts, has begun selling the 16GB 5C for a subsidized $45 (it normally goes for $99).
  • India's Economic Times reports Apple wants to set up 100 Indian stores via franchises as part of an effort to penetrate smaller Indian cities. Apple has used promotions, installment plans, and an ad campaign over the last 12 months to rapidly grow its Indian iPhone sales off a small base.
Comments (23)
  • GRJ
    , contributor
    Comments (225) | Send Message
     
    All good news. But WS is addicted to selling AAPL call options so the stock stays in reverse. Warped nonsense.
    4 Oct 2013, 05:40 PM Reply Like
  • dmarilley
    , contributor
    Comments (570) | Send Message
     
    Who is buying from the addicts?
    5 Oct 2013, 02:09 AM Reply Like
  • PACKER man
    , contributor
    Comments (100) | Send Message
     
    I went down to my local walmart immediately after reading this article only to find out that they had no 5s phones!! So much for that low price...
    4 Oct 2013, 05:43 PM Reply Like
  • chopchop0
    , contributor
    Comments (3131) | Send Message
     
    Give it time.

     

    A half off a new iPhone on contract. Steve Jobs would be rolling in his grave
    5 Oct 2013, 12:23 AM Reply Like
  • PDavid
    , contributor
    Comments (3) | Send Message
     
    I thought it said Walmart was discounting only the 5C's?
    5 Oct 2013, 02:32 AM Reply Like
  • Alfa164ls
    , contributor
    Comments (16) | Send Message
     
    Why? It's the carrier that eats the discount, Apple gets the full price from the vendor regardless.
    5 Oct 2013, 08:48 AM Reply Like
  • chopchop0
    , contributor
    Comments (3131) | Send Message
     
    Even if aapl gets the full price, giving a discount off the bat Of a new Apple product was never heard of in the Steve Jobs era
    5 Oct 2013, 11:50 PM Reply Like
  • rreeuwijk
    , contributor
    Comments (18) | Send Message
     
    Why would anything Gene Munster states about Apple still be published. He was so confident Apple was going to miss the lower end of his 5-6 million first weekend sales. Only to see this beaten by 80%...
    He thought Apple was going to miss the lower end of his expectations based on his checks. Now we have to trust his checks are right?
    And those checks are in the US. In case he hasn't noticed: they sell a few products abroad too!
    4 Oct 2013, 06:41 PM Reply Like
  • nguyenvanphuoc
    , contributor
    Comments (366) | Send Message
     
    "Why would anything Gene Munster states about Apple still be published. He was so confident Apple was going to miss the lower end of his 5-6 million first weekend sales. Only to see this beaten by 80%..."

     

    He only missed by 80% if you don't believe that 3-4 million of Apple's reported sales were actually "channel fill." Because apparently Apple changed how they report sales, and managed to keep it a secret.
    4 Oct 2013, 06:46 PM Reply Like
  • rreeuwijk
    , contributor
    Comments (18) | Send Message
     
    First of all: Apple didn't change how they report sales...

     

    Second: Isn't a good analyst supposed to take "channel fill" into account. And btw we won't know anything about channel fill till Apple reports later this month. I wouldn't be surprised if there is not to much channel fill. This is just brought up as an excuse by the analysts who underestimated the initial sales.
    4 Oct 2013, 07:31 PM Reply Like
  • rocback
    , contributor
    Comments (974) | Send Message
     
    No. Apple did not change the way they reported. Munster was caught way short so struggled for a reason. They still only count actual sales at their Apple stores which have the bulk of the sales. It is only sales to third party vendors that are counted and then only when the third party vendor guarantees the sell through. Munster and all the other analysts knew that when they made their 5 million projection.
    Why else would Apple file an 8-K with the SEC shortly thereafter revising upwards both their margin guidance AND their revenue?
    4 Oct 2013, 07:38 PM Reply Like
  • nguyenvanphuoc
    , contributor
    Comments (366) | Send Message
     
    Sorry, I guess the sarcasm in my first comment was a little too subtle... it's a fine line sometimes... :)
    5 Oct 2013, 04:13 AM Reply Like
  • SP5524
    , contributor
    Comments (83) | Send Message
     
    I like Gene though. Through the good and bad he's always supportive of aapl and doesn't seem to flip flop. Yes he missed on the 1000 price target, but that's better than guys who seem to have personal agendas or trying to make the stock toxic He's on our team. And if these analysts were correct all the time they would quit being analysts
    4 Oct 2013, 08:31 PM Reply Like
  • Atkins
    , contributor
    Comments (1037) | Send Message
     
    If analysts were correct all the time (or even most of the time), they'd be able to retire immediately instead of having to continue to work as analysts.
    5 Oct 2013, 12:48 PM Reply Like
  • Keyser Smith Jones Soze
    , contributor
    Comments (97) | Send Message
     
    Does anyone have any idea why Apple went down today? It slid right after the open, moving opposite to the overall market. I couldn't find anything, except for an article here on SA, which did not seem like the sort of article that would have any strong impact on the stock. Do things articles on SA really have a strong affect on the share price?
    5 Oct 2013, 01:55 AM Reply Like
  • dmarilley
    , contributor
    Comments (570) | Send Message
     
    Perhaps word is out that the battery isn't so good?
    5 Oct 2013, 02:12 AM Reply Like
  • Warren Buffet007
    , contributor
    Comments (913) | Send Message
     
    Still sold out, people paying $1.500,- for the 5S to get it now !!.
    5 Oct 2013, 03:15 AM Reply Like
  • eggonstick
    , contributor
    Comments (4) | Send Message
     
    Apple is a great stock and a better trading vehicle..I likes apples
    5 Oct 2013, 04:52 AM Reply Like
  • KJP712
    , contributor
    Comments (437) | Send Message
     
    The IPhone will lose its cachet if everyone has one.Pretty soon bums in the park will be chattering away.Jobs would be disappointed with this development as his vision is blurred with time.That Jobs movie was terrible by the way.
    5 Oct 2013, 09:20 PM Reply Like
  • petergreyhill
    , contributor
    Comments (167) | Send Message
     
    if iphone 5S is so "premium" - why is note 3 priced $100 higher than an iphone 5S both on 24 month contracts ?

     

    BTW the Note 2 held its price with no discount for the entire year as well.
    5 Oct 2013, 11:29 PM Reply Like
  • chopchop0
    , contributor
    Comments (3131) | Send Message
     
    Shhhhh most aapl bulls don't respond kindly to facts
    5 Oct 2013, 11:49 PM Reply Like
  • brilliantblue99
    , contributor
    Comments (78) | Send Message
     
    These two dont correlate ? Higher price doesnt mean " premium"
    The note 2 is probably selling well .... Unfortunately, none of us knows as samsung doesnt release numbers of sales. Samsung will release their earnings soon, expectations is of record revenue and decreasing profit.
    6 Oct 2013, 04:30 PM Reply Like
  • chopchop0
    , contributor
    Comments (3131) | Send Message
     
    Note 2 is definitely selling well.

     

    30 million so far for the Note 2. 40 million when you include the original Note.

     

    http://on.mash.to/17awEQo

     

    Not bad for a category that most pundits (particularly on the long side of AAPL) marked as DOA when Samsung decided to create the "phablet"
    6 Oct 2013, 04:59 PM Reply Like
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