Many have missed how the existing world of iPod owners do realize how different the Touch is, and many are making the upgrade. From this perspective we may see units sales drop slightly, but the mix will include more of the high margin device. Revenue will therefore not drop in proportion to the unit drop. I just hope Touch shortages are shortlived as you don't get a lot of second chances with holiday shopping.
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Many have missed how the existing world of iPod owners do realize how different the Touch is, and many are making the upgrade. From this perspective we may see units sales drop slightly, but the mix will include more of the high margin device. Revenue will therefore not drop in proportion to the unit drop. I just hope Touch shortages are shortlived as you don't get a lot of second chances with holiday shopping.
Dec 05 05:48 am
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