Toni Sacconaghi Alert: Excessive iPhone Demand Reason to Panic
Daniel Eran Dilger
Based on a handwringing report issued by Toni Sacconaghi of Bernstein Research, Barron blogger Eric Savitz and Rex Crumb, a colleague of John Dvorak at MarketWatch, are both worried that Apple won’t be able to sell enough iphones this year, and doubly concerned that a significant chunk of what the company does sell will be used unlocked. In other words, the iphone faces a possible demand shortage problem that is complicated by excessive worldwide demand in markets where Apple hasn’t yet established an exclusive partner. Oh the humanity.
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