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  • iPhone Production Rumors Swirl [View article]
    OK, for the skeptics out there, let's redo the math a bit and come to some conclusions (hopefully).
    800K phones per week for these last 26 weeks of the year would equal 20.8 million phones. Let's assume that they make that goal. The range for carrier payment has been from $350 to $500 each. Let's assume just $300. That gives $6.24 BILLION. Assume only a 30% margin, and you have close to an extra $1.9 BILLION in net profit over the next 2 quarters.
    Can Apple sell that many phones? As of August 22, there will be 70 countries in the fold selling the phones. Take off the 3 weeks between now and August 22, and that leaves 23 weeks. 800K by 70 countries gives less than 12,000 phones per country per week. I think this is more than achievable, especially if the pundits are correct and Apple's handset share will be only a few percentage points. If anything, Apple ought to be out there figuring out how to find a secondary manufacturer!
    As for the stock price, it's been manipulated artificially low. Today it showed some rebound and I expect that it will surge towards $180 to $185 by this time next week.
    Aug 05 16:54 pm |Rating: 0 0
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