iPad 2 – end April, meant really, end April plus possible pricing
Our hunch is off. In last night’s Second-Quarter Earnings call, Apple COO Tim Cook stated that another 13 countries will get iPad 2 next week – so next week it is!
Demand on iPad 2 has been staggering. We’re still amazed that we are still heavily backlogged, not only at the end of the quarter but also up to date. However, I can tell you that I’m extremely pleased with the progress of the manufacturing ramp and we were so confident that we rolled out 25 additional countries at the end of last month, and we are shipping to an additional 13 countries next week, and we’re planning to add even more countries through the quarter. So I’m very confident that we can produce a very large number of iPads for the quarter. Whether that will be enough to meet demand, I don’t know. Demand has been staggering and I’m not going to predict when supply and demand will come into balance. I can only be confident on supply side.
And the iPad 2 pricing might have been leaked …
16GB – $628 + $200(3G)
32GB – $728 + $200(3G)
64GB – $828 + $200(3G)
