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Times Indicate Stronger Demand

I provide independent research of technology companies and was previously one of two analysts that determined the technology holdings for Atlantic Trust (Invesco''s high net worth group), a firm with $15 billion under management. Prior to becoming an equity analyst, I spent 16 years at IBM in a variety of sales and manufacturing positions. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, England.

I have been tracking Apple Apple''s iPhone 6 and 6 Plus lead times since pre orders were being taken similar to what I did for the iPhone 4S, 5, 5c and 5s. Their information along with Günstig Kamagra Oral Jelly Kaufen the iPhone 6 and 6 Plus is .

It would not surprise me it there was some tweaking of various iPhone 6 and 6 Plus lead times by Apple depending on the model, capacity and carrier but unless its partners can ramp production meaningfully it could be a month or longer until we see any material changes to lead times, especially for the 6 Plus.

Maybe Apple just wanted to have all its websites lead times match but it is a bit interesting that the second wave countries 6 Plus''s lead times were changed from 5 7 business days to 3 4 weeks the day after they were available but the 6''s stayed at 5 7 business days. Then sometime between Sunday and Wednesday (when I next checked) the 6''s had moved out to 7 10 Australia Kamagra Manufacturers business days to match the first wave countries.

It is a minor change but to degree indicates that the 6 remains in strong demand worldwide. What we don''t know is this due to people wanting the 6 or defaulting to it when the 6 Plus is not available.

While iPhone 6 and 6 Plus production is ramping it will be interesting to see what happens to their lead times once China starts taking pre orders in a week and launches in two weeks.

Previous iPhone 5 and 5s lead times

The iPhone 5 went to 3 4 weeks lead times a few days after it could be pre ordered and stayed there until early November when it dropped to 2 3 weeks. The iPhone 5s'' lead times settled at October on the first day it was available and changed to 2 3 weeks on October 11 on Apple''s websites, three weeks after it started shipping.

iPhone 6 lead times on Apple''s Wave 2 countries have gotten longer

When Apple started selling the iPhone 6 in the second wave of 20 countries last Friday, September 26, 4-chlorodehydromethyltestosterone I started tracking 7 of Apple''s country websites (Austria, Anadrol Makes Me Sleepy Denmark, Finland, Italy, Spain, Taiwan and Turkey) to monitor iPhone lead times. For the first two days the iPhone 6 lead time in 5 of them was 5 7 business days, which was better than the 7 10 business days in the first wave of countries (at least the US, UK and Australia which I am monitoring). The other two (Hong Kong and Singapore) have been and are still currently showing Currently Unavailable.

When I went to check lead times on Wednesday evening Buy Cheap Jintropin Online (the previous time was Saturday morning) the 5 countries that had been at 5 7 business day lead times (Austria, Denmark, Finland, Italy and Spain) had seen the iPhone 6 move out to 7 10 business days to match the first wave countries.

The lead times for Apple''s iPhone 6 on Verizon, AT AT Sprint and three Vodafone Vodafone country websites have gotten a bit longer than they were last Saturday. Overall 9 different models have shorter lead times since Saturday and 13 models have gotten longer. Nothing dramatic either way but overall the 6 is seeing strong demand. Across the six Dianabol 5 Week Cycle websites there are 6 iPhone 6 models out of 54 showing In Stock for immediate shipment.

iPhone 6 Plus lead times on Apple''s sites have stabilized

iPhone 6 Plus lead times on Apple''s websites seem to have settled in at 3 4 weeks for both the first and second wave of countries. This does help to cut down on any arbitrage buying and selling of iPhones but this was starting to see premiums drop especially with Apple announcing that pre orders in China would start on Friday, October 10, and sales a week later.

The lead times for the iPhone 6 Plus at the six partner websites I have been tracking have also overall gotten a bit worse from Saturday. Overall 7 models have shorter lead times while 10 have gotten longer. Again nothing dramatic in the changes but the 6 Plus has longer lead times than the 6 and on Vodafone''s Australia site all the 6 Pluses are showing Out Of Stock. Across the six websites there are 3 iPhone 6 Plus models out of 54 showing In Stock for immediate shipment.

There is only one time zone in China

Since we are just over a week away from Apple and its Chinese partners taking pre orders for the iPhone 6 I don''t believe there will be much if any improvement in lead times due to the anticipated very strong demand in China. Apple will be taking pre orders on Friday, October 10, at midnight (assuming they introduce it in a similar way to what they did with the first wave) which if they do will be noon on Thursday in New York. Sales start on Friday, October 17, so if they open the doors at 8 am Friday that would be 8 pm on Thursday in New York.

One small tidbit I found is that a country almost the same length as the US only has one time zone.

"Lead Times Indicate Stronger Demand" Not really. The fact that Apple has opened up 20 other countries while having still not fulfilled preorders in the US is NOT "indication of strong demand". That''s an easy one for their PR people to spin, though. In fact, it''s nothing less than another bit of mud that should rightfully end up in Apple''s eye. Let''s look at ALL of Apple''s recent (Tim Cook) bungles for what they are:

1. Completely underestimated global demand and had ZERO strategy to meet it.

2. Dispatched iOS 8 "on time" despite the fact that it is largely crippled without it''s Yosemite companion.

3. Bungled the iOS8 upgrade and replaced it with 8.0.1 which was even worse.

issued 8.0.2 only to cripple wifi/bluetooth, allow passwords to appear in autofill, and delete iCloud docs when certain settings were applied.

5. Issued iOS8 with a caveat that "if" you selected the default iCloud Drive, 3rd party apps will remain broken until Yosemite releases (date unknown).

6. Couldn''t even initiate the much ballet hooed Equipoise Erectile Dysfunction Healthkit program on the initial launch because it wasn''t ready for primetime.

And I haven''t even uttered a peep about the physical integrity of the phones.

Seems to me that Jobs'' mantra was "It just works". Cook''s call to arms is clearly "It just sells".

All of this crap that we have had to deal with regarding iOS8 and iPhone6 are nothing more than a blatant signature that Apple has changed drastically, and not for the better. Cook let both hardware and OS Gensci Jintropin hit the public WELL before either were ready. F the loyal customers and all hail the shareholders.