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Thread: Apple: CY 2010 iPad Units Could Hit 10M, Morgan Stanley Says

  1. #1
    BBT is offline
    SBH Insider Joined: Feb 2008 Posts: 11,049

    Apple: CY 2010 iPad Units Could Hit 10M, Morgan Stanley Says

    By Eric Savitz
    Apple (AAPL) iPad suppliers are currently forecasting shipments of 8-10 million units in calendar 2010, up from prior expectations of over 5 million, according to Morgan Stanley analyst Katy Huberty. She says suppliers expect to ship 2.5 million iPads in the first three months - and notes that every 1 million units generates about 25 cents a share in profits for Apple. That, she says, sets the stage for “significant earnings upside” in the June quarter.

    Huberty writes that the Street “under-appreciates” the longer-term iPhone/iPad demand, and that Apple has the potential to eventually reach 10% of handset market share - 25% of smart phone share - in 3-4 shares. If that happens, she says, Apple can generate $23-32 a share in iPhone EPS, depending on pricing and margin strategy.

    http://blogs.barrons.com/techtraderd...d=yahoobarrons
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  2. #2
    JEK is offline
    Senior Insider Joined: Jan 2004 In the ether . . . Posts: 51,669

    Re: Apple: CY 2010 iPad Units Could Hit 10M, Morgan Stanley Says

    They have started to ship

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  3. #3
    BBT is offline
    SBH Insider Joined: Feb 2008 Posts: 11,049

    Re: Apple: CY 2010 iPad Units Could Hit 10M, Morgan Stanley Says

    Mine was picked up in China this AM and is now on the way.
    "St. Bart's is Crack for Vacations." Credit given to EDW

  4. #4
    JEK is offline
    Senior Insider Joined: Jan 2004 In the ether . . . Posts: 51,669

    Re: Apple: CY 2010 iPad Units Could Hit 10M, Morgan Stanley Says

    Maybe you can bribe your UPS guy to give it to you early :) I'm looking forward to the store experience.
    The Marius 100th Birthday Party -- June 5, 2023

  5. #5
    BBT is offline
    SBH Insider Joined: Feb 2008 Posts: 11,049
    I was thinking of calling UPS and changing to overnight by giving them my UPS account #. I have done this before with Fedex but not sure if UPS would do it. I can't imagine UPS would be allowed by Apple to change it.

    Next stop is usually Alaska on the Apple Journey for clearance. My guess they will get to a regional distribution point and then sit for a few days. There is no way they want them out early.

    I had always thought they would not ship until 4/1 so they would not report any iPad revenues this qtr. Clearly once tendered to UPS they will have to take all of this into this qtr.s earnings.
    "St. Bart's is Crack for Vacations." Credit given to EDW

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