

Still a long way from iPad sales figures








Source: Wall Street Journal

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RE: Interesting definition of drops and buckets
By aliasfox on 10/31/2012 1:36:40 PM , Rating: 2
I would love to see the difference between shipped and sold. There might not be a difference with Nexus7, Kindle, or iPad tablets, but other brands often have the issue of shipping items to store, only to have them languish on the shelves for months. We may not be seeing an HP tablet fire sale, but that doesn't mean that Acer or Samsung with its Galaxy 10 aren't hurting with channel backlogs.

Alternate questions:
- Does 25 million include ebook readers?
- Is there a breakdown on sales by price bracket and/or size? 5"/7"/9"-10" classes, $200/300/400/500/500+ brackets? I'd love to see how product planners are seeing these things rather than the high level numbers.

RE: Interesting definition of drops and buckets
By theapparition on 10/31/2012 9:16:44 PM , Rating: 3
Shipped vs Sold is one of those meaningless metrics that some internet conspirists like to mention.

When a box of Frosted Flakes is sent to the local grocery store, it's because the store bought it. They looked in their inventory system, determined the need, and placed an order with Kellogs.

If that box of cereal sits on the shelf, then it's not Kellog's issue. Kellogs got the sale, and the money. Now the store may clearance it before it's expiration date, but it's not like Kellogs is accepting the return of the cereal box. Of course Kellogs sales next quarter would be signifigantly down if they aren't getting any more orders.

This of course is a dramatic oversimplification, but you see how dumb a "shipped vs sold" metric becomes. A company gets credit for the sale, as they should. Next you look at trends from quarter to quarter with guidance to see if they are still moving product.

Two quarters ago, we got the same internet argument about how domestic automakers didn't really "sell" more cars, they just shipped more to dealers and inventory was sky high (even though dealers must buy those cars). They looked like fools when the next quarters results came back as the trend was real and that dealer inventory actually sold.

You can see quite clearly the increase in quarterly sales of the Nexus tablet.

Not getting on you, but it's a tired argument, like hp/liter. As for your other question, the 25 million doesn't include e-ink ebook readers.

RE: Interesting definition of drops and buckets

derp... devlaue = devalue

RE: Interesting definition of drops and buckets


Regardless, I find it interesting.






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