OTOH, I think everyone agrees that Apple is manufacturing constrained on these things. How long did it take to manufacture those 3M iPad minis? If it takes a month to make what sells in 3 days...
While I agree they are still heavily supply-constrained, the CapEx figures that Apple has released indicates they are significantly ramping up manufacturing capacity. They have sold more than 15M iPads in a quarter before. I would be surprised if they didn't have the capacity to sell 20-25M this holiday quarter.
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OTOH, I think everyone agrees that Apple is manufacturing constrained on these things. How long did it take to manufacture those 3M iPad minis? If it takes a month to make what sells in 3 days...
While I agree they are still heavily supply-constrained, the CapEx figures that Apple has released indicates they are significantly ramping up manufacturing capacity. They have sold more than 15M iPads in a quarter before. I would be surprised if they didn't have the capacity to sell 20-25M this holiday quarter.