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In another piece of good news for Apple (AAPL), AT&T (T) says its iPhone 5 supply situation...

In another piece of good news for Apple (AAPL), AT&T (T) says its iPhone 5 supply situation is improving ahead of the holiday season. The online Apple Store still shows 3-4 week shipping times for all models. Separately, AT&T is now offering a $100 discount on 3G/4G tablets in exchange for a 2-year data contract. If other carriers follow suit, that could provide a a lift to sales of 3G/4G tablets, which have proven much less popular than Wi-Fi-only models. Qualcomm (QCOM) made cautious remarks about 3G/4G tablet demand on Wednesday's earnings call. (Piper's checks)
Comments (9)
  • The change in sentiment of articles may spark the reversal. Analysts bullish comments didn't stop the bleeding.

     

    Bears on Apple about to be spanked.
    9 Nov 2012, 09:28 AM Reply Like
  • Apple will not stop dropping until we get some resolutions in fiscal cliff and Euro disaster.
    9 Nov 2012, 09:59 AM Reply Like
  • WOW! SO I guess your target is ZERO?
    9 Nov 2012, 11:25 AM Reply Like
  • Supply looks to be coming online roughly in time for Black Friday shopping season two weeks from today, just as needed, and just as Tim Cook stated on the earnings call. This is very good news. Now we need a little help from policy makers and here comes the slingshot!
    9 Nov 2012, 11:11 AM Reply Like
  • What you have seen lately have been profit taking by individuals and institutions and now what you will see will be a gradual surge of the price of Apple. This is a great time to get in. I am in for the long haul.
    9 Nov 2012, 11:23 AM Reply Like
  • I live in the DFW area and ordered an Iphone 5 on Tuesday from the local ATT store in Denton, TX.... got an email this morning that AAPL has shipped it.... so much for 2-3 week delivery time rumor!!
    9 Nov 2012, 11:31 AM Reply Like
  • When your supply chain organization is ranked #1 in the industry, it will get done.
    9 Nov 2012, 12:09 PM Reply Like
  • I bought an iPad 4 at the Apple store in Birmingham, AL on Wednesday and the place was packed with people who were not just looking but buying. Very encouraging!
    9 Nov 2012, 01:04 PM Reply Like
  • iPad minis are the new phones (aka mobile communication devices, albeit not usually voice) so that contract subsidy is a smart move by AT&T.
    9 Nov 2012, 01:21 PM Reply Like
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