残念乍ら、iPhoneの発売は間に合わなかった。とは言っても、既にアンロックした前モデルは100万台以上流れている。
米国には、そういうiPhoneのアジアに於ける動きを追うサイトがある。iPhonAsia 到达中国和亚洲。主催者のDanとは、メッセージ・ボードを通じて情報交換しているが。先日, 私のブログを紹介してくれた。
今年、日本に於けるMacの売上げが急上昇している。前四半期には売上台数が50％上昇。日本のPCは市場は、DellやHP(質より量)がライバルである欧米と違い、アップスケールなSONYやNECと対決しなければならない。そういう土俵で、Macのシェアが急上昇している事実は、特記に値する。
Macを購入してから３年。Gatewayのラップトップを近所のギークに修理に出した時、”Macばかり使ってるから、アホになるんや”と皮肉を言われた。確かにMacの操作は簡単だし、故障した事無い（私に限って言えば)。ギーク達が、Macを恐れているのが理解できる。
Apple's very first store will open tomorrow in China.
They are already forming a line there. In China, it is not about market share, it is all about volume. Majority of people will be buying cheaper PCs. However, whoever can afford will chase Apple products. There are so many people who want to be this "whoever" in China. In an emerging/fast growing economy, "status symbol" means a lot. That is why China is inportant for AAPL.
AAPL investors are watching AAPL's action in Asia very closely. There is a very informative site called iPhonAsia 到达中国和亚洲 by Dan Butterfield. His educated posts are valuable to understand huge growth of AAPL in Asia.
Yesterday's GOOG's miss (and MSFT) negatively impacted Then throughout the morning, AAPL was used to manipulate QQQQ to pinned below 45. Whenever QQQQ broke above 45, they took down AAPL (13% of QQQQ).
First of all, the miss by MSFT could be partially because Vista sucks and people are moving to Mac OS?
And ATT said this around noon iPhone orders may take 10-21 days to fill", then a sharp bear raid started.
This means, iPhones are selling fast, beyound anyone's imagination. At the same time, RIMM's stock shoot up. This shows how myopic the Street is right now.
So far, GOOG, MSFT, RIMM and others screwed up in their ERs. I guess bears are thinking that AAPL will be the same case.
In addition, shorts that have been naked shorted financials are looking anything naked shortable outside of financials.
I hope Peter Oppenheimer learned an expensive lesson in January, and protect AAPL investor this time.
Stop giving rediculously low guidance. Don't underestimate this market and the bears this time.
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