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大意是Pre上市大获成功,周末两天卖掉了50,000只,但比iphone一代刚上市时的146,000只少。每个店只有30-60台Pre,曼哈顿的旗舰店也只有200只。现在正在等补货,波士顿可能在周二,洛杉矶可能在周四。3 U* M8 }' d5 V# [5 Y, B1 A
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! Q$ s& a& K' D* M" iAnalysts called the Palm Pre launch a success, but supplies were tight.
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& _( |. `2 m+ U1 I: dPiper Jaffray analyst Michael Walkley deemed the initial Pre sales “solid.” And J.P. Morgan analyst Paul Coster reckoned that most Sprint stores he called were sold out. Some reps claimed that the Pre was sold out nationwide. The rub: Stores didn’t carry many Pre devices at launch.
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CNet News’ Maggie Reardon reported that Sprint’s flagship Manhattan store had 200 units to launch. A Best Buy at 23rd Street in New York had 40 to 48 phones. Bloomberg put Sprint’s Mission Street store in San Francisco with an inventory of 60 phones. Chicago stores carried 30 to 50 Pres.
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0 X8 y8 @) Y7 l! T7 | gCoster said some Sprint stores expected more Palm Pres to arrive this week, but most reps were unclear. Coster wrote in a research note:
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4 k0 [$ G4 ]( L& j3 w8 }# F Most Sprint representatives were unclear on when additional Pre units would be delivered, and in what quantity. Some suggested that new units would be delivered this week, with answers ranging from Tuesday (Boston) to Thursday (Los Angeles)." i, l. r" c( m6 T8 {. o
% y& F4 y, ^$ T8 G/ ^) OAdd it up and the Palm launch was about as expected:
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We conclude that the launch of the Palm Pre has probably been successful. Sales in the first two days probably exceed 50,000, which aligns with our expectations, but sales are very probably short of the 146,000 reported for the first generation Apple iPhone, owing to capacity constraints in manufacturing (or imposed by PALM’s balance sheet). We believe the ’soft launch’ is probably proceeding to plan. To be reassured, we need to see Sprint channel inventory replenished this week.3 F" V/ X' E# l. _
) k7 G' N; j* i' ^! {1 H0 N5 zOnce Palm rebuilds that Pre inventory we’ll get a better picture for ongoing demand.
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6 z" H, V/ f% ^+ w7 c: }来源:8 @" m8 _; H* D5 {) p8 Y& B. a% i$ X
http://blogs.zdnet.com/BTL/?p=19374 |
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