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Summary:

Apple’s iPhone 4S hit parade continues to roll on, according to notes from two investment analysis firms on Monday. In the U.S., the 4S continues to sell out daily in Apple retail stores, while demand for preorders also remain strong as the device rolls out internationally.

iPhone 4S

Apple’s iPhone 4S hit parade continues to roll on, according to notes from two investment analysis firms on Monday. In the U.S., the 4S continues to sell out daily in most Apple retail stores, while preorders for the device’s gradual international rollout also continue to put up impressive numbers. Still, Apple is doing a good job of getting as many phones into customer hands as possible.

Good record at home . . .

In the U.S., Deutsche Bank’s Chris Whitmore found that polling Apple retail stores revealed that more than 85 percent are running out of iPhone 4S inventory on a daily basis. Apple is making sure that customers who miss out one day are satisfied the next, however, thanks to its next-day pickup system run through the online Apple store. Reservations made online for next-day pickup currently account for most iPhone 4S sales, making it difficult for customers to simply walk in and buy, according to Whitmore.

The situation is a little more hit or miss at Apple’s U.S. partners, like AT&T, Sprint and Verizon. Whitmore’s stock checks to these outlets found that supply levels were less easy to predict on a daily basis, since shipments from Apple were said to be infrequent and stores were not notified of expected deliveries in advance. Apple often prioritizes its own retail operations when determining where stock is sent, especially for products in high demand.

Based on his checks, Whitmore found his forecast of 28 million iPhones sold during the holidays to be “increasingly conservative,” and that in fact, the ceiling for this quarter will be set entirely by the ability of Apple’s production partners to keep up with demand.

. . . and on the road

The iPhone 4S remains in demand on a global scale, too. Shipping expectations at most if not all international versions of the Apple online store remain at one to two weeks, the same waiting period since the right after iPhone 4S preorders began in October.

Buyers in international markets that are just now getting the iPhone 4S are also eager to get their hands on the device, as evidenced by the recent preorder sales blitz that took place on Friday in Hong Kong. Ticonderoga Securities analyst Brian White said in a note on Monday that the 4S sold out just ten minutes after preorder sales began in Hong Kong, which bodes well for the mainland China release of the device, which has yet to receive an official date.

Apple appears to be doing a good job of keeping iPhones going out to customers without falling into the kind of extended wait times that made prior product launches frustrating for many. The next-day reservation system is a terrific addition in terms of efficiently managing in-store customer demand, and online orders haven’t slipped beyond two weeks as of yet.

  1. Andrew MacDonald Monday, November 7, 2011

    Ordered my iPhone 4S yesterday and was told by my network (Orange UK), that is ‘should’ arrive within 5 working days, although it can take upto 30 days in total.

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  2. Alan Leon Wautier Monday, November 7, 2011

    I owned a jailbroken Iphone 3G 8g but never could afford a plan so just played with its wi-fi and apps, now I can afford a plan and am torn between the Iphone4 it’s high price and locked 2 year plan versus the much cheaper Androids and many availble plans some prepaid,no contract. Can somebody help me decide why an iphone would be the better choice? I know it has more features but isnt really a status symbol? The Androids can do almost everything the Iphone can do at a fraction of the cost so what’s the number 1 advantage that would make me want to switch over, I am not being a Iphone basher I just want to make the right descision based on reason not the looking cool factor. thanks much you all, boulonman

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  3. APPLE IS DOING A GOOD JOB AT GETTING AS MANY PHONES INTO CUSTOMERS HANDS

    All I can say to this statement is BULLS*#@&!!! I’ve been online at 855pm to the apple site 8 nights in a row, trying to reserve a 64 gig at 3 different stores in LA. There have been virtually 0 64 gig phones released to ANYBODY at these 3 stores in these 8 days. I guess they just don’t deliver 64 gig iPhones to the stores. I found one in Idaho. Maybe I should make a road trip. The ONLY way to get one in LA is to order by mail delivery. Such a great company and product. Such a bad distrabution system. APPLE has become OBTUSE.

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