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Old 09-26-2013, 03:13 PM   #211
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Did you read the article? The idea here is that a large number of devices are not reaching the customer, but are simply stock in stores. The piles of unsold 5c shown on some store pictures would support this.
I'm not clear on your point.
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Old 09-26-2013, 04:00 PM   #212
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I'm not clear on your point.
He is saying that up to 3.5 million of the phones reported sold were not actually sold to consumers, rather they are still in channel inventory.

In other words, Apple sold and shipped the phones to resellers, but resellers have not sold all the phones yet to consumers.

Their conclusions appear to be based on pure speculation.
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Old 09-26-2013, 05:36 PM   #213
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He is saying that up to 3.5 million of the phones reported sold were not actually sold to consumers, rather they are still in channel inventory.

In other words, Apple sold and shipped the phones to resellers, but resellers have not sold all the phones yet to consumers.

Their conclusions appear to be based on pure speculation.
Thanks for the explanation, but I think that I need more.

Wouldn't there have been devices in channel inventory in the previous releases as well?
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Old 09-26-2013, 08:26 PM   #214
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Thanks for the explanation, but I think that I need more.

Wouldn't there have been devices in channel inventory in the previous releases as well?
Previous years only released one phone. There are two new models this year included in their figures. The 5S is selling very well, the 5C not so much. So the speculation is that there are about 3.5 million unsold 5Cs in inventory.

But again, it's pure speculation.
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Old 09-26-2013, 09:53 PM   #215
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Thanks for the explanation, but I think that I need more.

Wouldn't there have been devices in channel inventory in the previous releases as well?
No, because in previous years the old model continued to be sold, albeit at a discount, so the channel was already full. Now we have a new model introduced so, according to some people, some of the "sold" devices are not actually sold, but simply shipped to stores as inventory.
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Old 09-27-2013, 12:33 AM   #216
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Previous years only released one phone. There are two new models this year included in their figures. The 5S is selling very well, the 5C not so much. So the speculation is that there are about 3.5 million unsold 5Cs in inventory.

But again, it's pure speculation.
I understand the speculation after your explanation, but I don't understand why there is the assumption that this is something that only happened this year.

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No, because in previous years the old model continued to be sold, albeit at a discount, so the channel was already full. Now we have a new model introduced so, according to some people, some of the "sold" devices are not actually sold, but simply shipped to stores as inventory.
How could the channel have been full? The new models have to have gone on that channel as well.
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Old 09-27-2013, 12:48 AM   #217
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because in the past they kept the same exact phone in the same wrapper. so when they shipped those to the stores it didnt count towards the "new sales record" count. this time they gave the 5 new clothes. shipping those 5c's to fill stores in place of the 5 in old clothes gets counted as part of that launch weekend sales total even though its just doing the same thing last years old model did- filling space.
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Old 09-27-2013, 10:29 AM   #218
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because in the past they kept the same exact phone in the same wrapper. so when they shipped those to the stores it didnt count towards the "new sales record" count. this time they gave the 5 new clothes. shipping those 5c's to fill stores in place of the 5 in old clothes gets counted as part of that launch weekend sales total even though its just doing the same thing last years old model did- filling space.
I understand that being that being the same phone in a new wrapper it gets to count towards the "new sales record". But that is not what I'm asking about. Even before, the new model was coming into the system, so the old models couldn't have filled the whole channel as afv011 is saying.
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Old 09-27-2013, 06:34 PM   #219
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In my market, the 5Cs are selling, at least at Verizon, T-Mobile and Apple. For the last three days, you couldn't find a yellow or pink in either size, and blue was sold out in the 16GB. White seems to be the only model everyone had in stock. Apple has green in both sizes. Same with the weird holey cases - totally out of certain colors.

Apple got a new shipment today and I snagged a pink/coral one. Liking the feel in hand. Too soon to say on iOS7 - I'm not fully set up yet.

Also - little known detail unless you frequent phone boards - the Verizon 5c, bought as device only (no plan), is unlocked for use on Verizon AND the GSM carriers. Mine's running on T Mobile right now. Just needed to supply a live nano SIM from T Mobile.
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Old 09-27-2013, 07:34 PM   #220
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yeah all verizon lte phones are now unlocked
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