Japanese carriers publicly saying that they don't think Apple can meet demand; Best Buy memo quoted saying they can't fulfill orders before October, Wal-Mart same. Everybody is sold out. Apple is believed to have 25 million Iphones ready for delivery in the initial wave--one conclusion--this thing is selling beyond anybody's expectations. Better buy now.
shorts, sideliners, and various media types want you to believe that not being able to meet initial demand is a problem for aapl. THIS could not be further from the truth. Having trouble meeting demand is every companies' fantasy. It's a near-term problem. Demand outstripping supply is incredibly good news for longs, and a high-class problem to have. I invested in aapl almost three years ago largely on the basis of one company metric...DEMAND for iDevices. My strategy has worked quite well, and all signs point to it working for years to come.