Linked by Thom Holwerda on Sun 16th Dec 2012 16:25 UTC
Apple "Starting today, Walmart has dropped prices on both the iPhone 5 and iPhone 4S, with the 16 GB iPhone 5 now on sale for just $127 and the iPhone 4S coming in at $47." I'm sure a 33% price cut right ahead of the holidays is totally normal for a product of which demand outstrips supply. Right?
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The yearning is palpable
by Tony Swash on Mon 17th Dec 2012 17:00 UTC
Tony Swash
Member since:
2009-08-22

The yearning that some people have to see Apple stumble or fail is almost palpable.

Here is some interesting context and comparison.

Apple sold over 5 million iPhone 5 units in the weekend of its launch in the U.S. and 8 other developed markets. An estimated 2 million iPhone 5 units were sold at U.S. carriers in the first 10 days of launch or 1.0% penetration of a post-paid subscriber base of around 200 million. In a shorter time span of just 3 days, Apple sold over 2 million units at China Unicom and China Telecom, a 1.5% penetration of a 130 million 3G subscriber base. This suggests potential for subscriber penetration in China could be similar to that of developed countries despite per capita GDP that is less than 1/5 of the U.S.

As usual if you want to see a data based analysis Horace Dediu at Asymco is your man.

In this post Horace places the announced 2 million iPhone sales in a weekend in context.

http://www.asymco.com/2012/12/17/calibrating-launch-performance-for...

Amongst several interesting points Horace points out that the first weekend sales of the iPhone 5 in China exceed the first weekend sales of the iPhone 4 in it's initial launch countries of US, France, Germany, United Kingdom and Japan.

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