Elizabeth Woyke has published this article on Forbes’ blog.
She start with: “It’s not just a cliché: Apple really does think different.
“The latest example: supply chain smarts. Though a number of analysts expect inventory problems to depress holiday sales of gadgets, Apple is believed to have insulated itself from such problems.”
She continues by saying that there probably will be a limit this season on supplies of smartphone, MP3 players, etc. But believes that that limit won’t affect Apple Inc.
1. Smart forecasts
2. It just has more affect on the industry. It controls so much of the volume.
3, Focus on portable products. (if they have to, they can fly in a new shipment at a reasonable cost.
There is more, but you should read the original article. I will just mention the last comment “Analysts say Apple’s recent dramatic expansion of iPad distribution to discount chains… shows it is confident about its holiday inventories.”
Read the full article here: http://blogs.forbes.com/elizabethwoyke/2010/10/22/how-apple-will-avoid-the-holiday-gadget-crunch/
It really seems that she agrees with my estimate last week of Apple having the best quarter ever this holiday season.
