Must Read Rumors

Prince Harry and Meghan Markle are “total homebodies” at Kensington Palace

Prince Harry is always on the road for his royal engagements. His girlfriend Meghan Markle is also busy as an actress. But in between they manage to make time to see each other.

Kate Middleton and Prince William will take George and Charlotte on royal tour of Poland and Germany

Prince George and Princess Charlotte will accompany the Duke and Duchess of Cambridge on their upcoming European tour.

Duchess Kate debuts new haircut at Wimbledon

Prince William’s wife appeared at Wimbledon with a new elegant and refined haircut that didn’t go unnoticed.

Kate Middleton to attend opening of Wimbledon tennis championships

An avid tennis fan for many years, the Duchess of Cambridge, née Kate Middleton, will be present on the first day of the Wimbledon Championships this year.

Kate Middleton reveals mom Carole Middleton’s crush on Roger Federer

The Duchess of Cambridge, née Kate Middleton, was invited to participate in a documentary about tennis and she made some revelations about her parents during the interview.

Prince Harry and Meghan Markle are “total homebodies” at Kensington Palace
Kate Middleton and Prince William will take George and Charlotte on royal tour of Poland and Germany
Duchess Kate debuts new haircut at Wimbledon
Kate Middleton to attend opening of Wimbledon tennis championships
Kate Middleton reveals mom Carole Middleton’s crush on Roger Federer

iPhone 5 rumors: potential supply constraints could boost Apple stock price

by Nicole
September 8, 2012 at 7:37 am

Possible supply chain issues could have a positive impact on the iPhone 5 release date.

The Wall Street Journal recently reported that Sharp’s production of displays for the new iPhone has fallen behind schedule due to low production yields.

However, analyst speculation doesn’t find the situation too bleak.

Analyst Rob Cihra of Evercore Partners writes that Apple stock performed 2.2 times better in the quarter after the company announced constraints in the iPhone supply.

The shares also performed 1.2 times better in the quarter after supply of the iPad was constrained.

The June 2010 quarter saw both the iPhone and the iPad constrained and the company’s stock price grew 26 percent over the following three months.

But in October 2011 neither the iPhone, nor the iPad were reported as constrained by Apple and the stock remained constant in the quarter that followed.

The analyst believes that the stock performance could depend on customers’ choice to wait for an Apple product rather than choose a device from a competitor.

Cihra also notes that investors are aware of this aspect and adds that in the case supply exceeds demand, investors can imagine what numbers could have been if Apple had met supply.

He also estimates that 24 million iPhones will be sold in the September quarter, which is a 39 percent year over year growth.

In the holiday quarter, sales of 49 million units could set a new record for the company but even with these numbers, he believes demand will exceed early supply.

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