The basic story is pretty simple. Top Apple iPhone salesman Steve Jobs claimed at Macworld Expo that he'd sold 4 million of the things, while AT&T said it had registered 2 million iPhones. What happened to the other 2 million?
Financial analysts such as Bernstein's Toni Sacconaghi and Piper Jaffray's Gene Munster were soon on the case, and Eric Savitz has provided a good summary of the story so far at Barron's: Apple: More On The Missing iPhones.
The problem is that nobody knows (apart from Apple, possibly) how many iPhones have been sold in Europe, how many are sitting on store shelves, and how many have been unlocked. Clearly there are lots of iPhones in use in China and other countries that are not on AT&T's network, but how many?
27 January, 2008
Where are the missing iPhones?
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