---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000950900.md"
description: "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"
datetime: "2026-10-22T19:45:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000950900.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000950900.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000950900.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Final thought going into Duo’s launch tomorrow. Do…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**