CSFB expecting 4.8 million iPods this quarter | iLounge News

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CSFB expecting 4.8 million iPods this quarter

Credit Suisse First Boston has raised its target price for Apple stock to $70 from $40 and said it is expecting the company to sell nearly 5 million iPods this quarter. “We believe Apple will ship 4.8 million iPods in the December quarter and will once again exit the quarter with a substantial backlog, mostly in international locales,” the firm said. “This iPod number will fall short of some overly aggressive expectations mainly due to a shortage of hard drives, a problem that has plagued the company for over a year, but one we believe will finally be remedied in the calendar first quarter.”

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Comments

1

I think the iPod is a bit of a bust this year.

I went to three different Best Buy stores looking for an XBox and they were sold out of the XBox, but they had shelves of iPods.  A ton of 40/60GB iPod photos (I mean a ton…approximately 150 units).  Lots of U2 iPods (maybe 30 units).  Just a couple 20GB.  And, no minis (I’m not sure they ever had any stock on the minis).

I guess Bust may be a bit of an overstatement, but the point is that the iPod doesn’t seem to be all that hard to come by this year.  And, of course, I have no idea how many they actually sold.

Maybe it’s the $350-600 price of the ones I saw filling the shelves.

I think the iPod photo is a tough sell.  $500-600 for something that doesn’t even have the functionality to transfer pics direclty from a camera.  Apple really micalculated with the photo.

I think relatively speaking, the real deal is the mini and the 20GB.  Maybe that’s why I didn’t see a lot of them laying around.

I truly didn’t think the XBox would be harder to find than an iPod this year.  Not with all the talk about how hot the iPod is.  There have been articles about how many units Apple was going to ship, but the question is how many will be bought.

Happy Holidays!!!

Posted by Talking Madness in Los Angeles on December 22, 2004 at 11:12 PM (PDT)

2

I think the iPod photos have been a bit of the bust, but I think Apple has moved a heck of a lot of their other iPods this year.  Remember, they’ve manufactured millions more of them in this quarter than in the same quarter last year and that’s mostly why they’re not as scarce as they were last year.

It’s also largely irrelevant to compare the number of iPods versus the number of XBoxes on shelves in your locality.  You don’t know how many XBoxes your Best Buys stocked to begin with.  And you don’t know why they’re not on the shelves.  Perhaps Microsoft undermanufactured, or maybe there are hundreds loading down shelves in the neighboring state?

Posted by yyoo on December 23, 2004 at 5:31 AM (PDT)

3

P.S. I think the important lesson Apple is learning this quarter is just how sensitive the consumer electronics market is to price.  So if the rumors are untrue, and Apple really doesn’t have a flash player in the works, they most definitely will in the near future. 

Posted by yyoo on December 23, 2004 at 5:38 AM (PDT)

4

YYOO-

It wasn’t irreleveant for me to make the comparison of how scarce the XBox was relative to the iPod in the stoes I went into.

Your observations are noted, but when something can’t be found on shelves, it can’t be found on shelves.  Kids who want to open an iPod or an XBox on christmas don’t care about supply chains…supply chains and manufacturing levels are irrelevant to kids (or adults) who want a particular gift.

Posted by Talking Madness in Los Angeles on December 23, 2004 at 4:01 PM (PDT)

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