Few iPhones? Apple: "We work to supply stores" – Macitynet.it
The scarcity of the iPhone? Due to production problems and not to the need to liquidate old models. To reject the thesis advanced yesterday by Gene Munster of which our site also spoke during the editions of Wednesday Tony Sacconaghi, an analyst of Bernstein.
Sacconaghi believes it is unlikely that the lack of iPhones in Apple's American stores is due to warehouse movements for one simple reason: the At & T stores and those of the partners that Apple has around the world (such as Carphone Warehouse and O2 in England) do not seem to have no difficulty in delivering cell phones to their customers. If you were really faced with a strategic choice and Apple was trying to liquidate the old models it would be really imprudent for Apple to trim the old models to its partners.
More likely, Sacconaghi says, that Apple is facing some component supply problem. A few weeks ago even Sony Ericsson would have had similar difficulties. The reason why At & T and other partners would have phones and Apple would not, would be that the phones sold to partner stores most likely count as sales (while those in Apple's warehouses us) and this would encourage Apple to supply stores external, especially towards the end of the fiscal quarter. On the other hand, Sacconaghi notes how two days ago Apple began distributing new spots on national TVs which do not highlight any new functions, but underline those already available on current iPhones; if Apple really intended to launch a new phone shortly, it would not have spent money on producing and airing a model destined for obsolescence in the very short term.
In any case, Sacconaghi thinks that the new iPhone is not too far away. The launch will not take place immediately, but will not go beyond June July.
For its part, Apple seems to give reason to those who do not believe in a sudden launch of the iPhone 3G. "We are trying to restore stocks as fast as we can – spokesman Steve Dowling told some American media – our stores receive new stocks almost every day."