• hikeleader
    $AAPL" Topeka analyst Brian White ... Hong Kong and China indicate "insatiable" demand for the iPad mini ...http://dthin.gs/WWccit
    12/31/12
    Reply (7)
    • realornot: Can they sell 5 billion mini there?
      12/31/12
    • hikeleader: Do they need to in your opinion?
      12/31/12
    • realornot: minis are eating up sales of the other ipads so it is a yes. The more the better for a solid earnings rpt.
      12/31/12
    • hikeleader: http://dthin.gs/WWecXY
      12/31/12
    • realornot: they are competing with ipad 2 and ipad
      12/31/12
    • Stan Low: recent analysis suggests mini margins not as bad as expected, maybe as good or slightly better than 4th iPad. If so, no real cannibalizing
      12/31/12
    • realornot: if margin is improving then it is a great story.
      12/31/12