The white iPhone 4 has been delayed again. And it’s the phone some are waiting out for simply because it’s not available yet, making it that much more lucrative to own. But will this hurt Apple’s bottom line? Not really. UBS analyst Maynard Um basically says an iPhone is an iPhone.
“We view the delay of the white iPhone 4 as net neutral as we believe [Apple’s] outlook likely did not embed sales of the white models given the ongoing manufacturing challenges.”
“Although the white iPhone could have potentially further helped sales, we note that consensus ests of $18.3 billion is much closer to mgmt guidance (about $18 billion) relative to historical trends. We still believe estimates could prove conservative given our view that guidance reflects conservatively achievable targets.”
Between sales of the iPad and the iPhone, Apple will still be incredibly successful. Color is a relatively minor issue, something that is making more news than it should. But if you haven’t gotten an iPhone yet just because of the color, may I suggest a TUAW reader’s approach?
[via The Mac Observer]
