100万台のiPhoneが売れたと発表された。
これは、想像を超えたサクセスとしかいえない。去年100万台売るのに74日かかった。今回はたったの3日。アナリストもせいぜい45−47万台と予想していた。App Storeから１千万のダウンロードがあった。発売直後で、不具合がどうのとか色々コメントが出る。日本では未だに”ケータイ”という表現が使われているし、そういう感覚で買った人も多いと思う。これは、大きな間違いだ。iPhoneはラップトップの代わりに使える(外出中にスプレットシート制作や長い文章書く必要が無ければ)。新しいアプリが毎日発表され、ソフトも頻繁にアップデートされる、現在進行形の新しいマシーンだと認識している人は, 残念乍ら少ないと思う。
Apple announced that 1 million iPhones in the past weekend.
Calling it "success" is an understatement. It is beyond even Gene Munster's imagination (he anticipated 450 to 475 million units). On the top of it, 1o million applications were downloaded.
Some people still consider the iPhone a cellphone. It is the biggest misconception. iPhone can replace a laptop for many people who don't have to work on spreadsheets or write long documents when they are out. The iPhone evolves on a daily basis as APP Store introduces all kinds of applications to meet everyone's needs.
So how did the market treated AAPL today?
In the morning, AAPL went up to low 179's (up more than 3%), then ended 173's (up less than 1%). How could it happen? This market sentiment is extremely sadistic. Upon Paulie's statement on Fannie and Freddie, market rallied this morning....but it faded quickly. "Sell on the strength". So, AAPL was sold throughout the day. The volume was average, but it was frustrating to see. Typical "sell on the news" action.
In today's market, fundamentals don't work. Baseless bad rumors take over good news and fundamentals. Good news trigger a huge sell off. VIX at 28's, are we close to capitulation? Buyers are hiding in fetal position. But seeing the long lines formed all over the world to buy the iPhone sure did not look like we are in bad economy. Doesn't that show that AAPL is recession proof?
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