Final thought going into Duo’s launch tomorrow. Don’t read too much into tomorrow because of supply noise. I still expec…
Final thought going into Duo’s launch tomorrow. Don’t read too much into tomorrow because of supply noise. I still expect they’ll sell 20M units in FY27 vs. Street at around 10M.
My guess is each store will have a dozen on hand. I’ll be at a store to confirm.Lead times still showing late January, unchanged from last week.If it’s true that each store only gets a handful, many investors will discount the positive read on long online lead times over the past week, attributing them to tight supply.My read is supply is crazy tight today, but in January it will be much better. They quickly pushed preorders to late January and have held there, which tells me a big ramp is planned. $Apple(AAPL.US)Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.