Bernstein research analyst doesn't think 3G iPhone imminent
According to a [url=http://blogs.barrons.com/techtraderdaily/2008/04/02/apple-more-on-the-iphone-shortage-why-bernstein-does-not-buy-the-theory-that-a-3g-phone-is-imminent/?mod=BOLBlog?mod=yahoobarrons]Barron's blog[/url], Sacconaghi examined the situation in a research note this morning and says that both 8GB and 16GB iPhones are completely out of stock at most Apple retail stores. Still, both models appear widely available in AT&T stores, he says. And Sacconaghi says that both models are in stock at O2 and Carphone Warehouse stores in the U.K, as well as at Orange in France and T-Mobile in Germany.
Sacconaghi feels the lack of iPhones in Apple retail stores is a production shortfall, â€œpossibly due to a component shortage.â€ He notes that if supply is tight, it would be in Appleâ€™s interest to ship to distribution partners over its own stores, especially late in the quarter. Why? Because shipments to partner stores are recorded as sales; shipments to Appleâ€™s own stores are not, notes Barron's.
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