Monday, March 15, 2010

More on iPad Sales

Orders for the device seem to have slowed a bit. Based on numbers from AppleSanity sales have gone to a weekly basis of about 180,000 (30,000 per weekday and half that on weekends). The WI-FI model is outselling the 3G by a 2:1 margin and the 64 GIG model is gaining about 35% of sales.

A couple of thoughts. First, I expect 3G sales to grow significantly after April 3. The price point for 3G service is very attractive and so is the plan. I expect a large number of people said " why rush in on the first day of sales when the 3G will not be available until late April?" Second, even with the decline from the big burst in demand on the first day, unit sales look like this will be a big success. Third, if the iPad does not meet expectations (and I do not expect that) for performance sales would drop significantly in the coming months. The initial expectations of 1 million units in sales from Wall Street look like they will be blown out of the water.

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