companytalk

Sunday, February 26, 2006

Netflix

ever heard of throttling..well..maybe you've heard the term 'fair share'...read on..

Frequent Netflix renters sent to back of the line
The more you use, the slower the service, some customers realize.

SAN FRANCISCO - Manuel Villanueva realizes he has been getting a pretty good deal since he signed up for Netflix Inc.'s online DVD rental service 2 1/2 years ago, but he still feels shortchanged.
That's because the $17.99 monthly fee that he pays to rent up to three DVDs at a time would amount to an even bigger bargain if the company didn't penalize him for returning his movies so quickly.
Netflix typically sends about 13 movies per month to Villanueva's home in Warren, Mich. — down from the 18 to 22 DVDs he once received before the company's automated system identified him as a heavy renter and began delaying his shipments to protect its profits.

>>>

what crap...just because he is a frequent renter..and there is nothing in the contract about a limit to the number of movies he can rent.. they do this to him..

there should be a class action lawsuit against Netflix for discrimination...

Good thing i don't use these guys..not sure if BlockBuster does this though

0 Comments:

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Thursday, January 19, 2006

Pixar

Disney and Pixar merging ??? That is great news for Disney, but is it for Pixar shareholders ?
Disney stands to gain from Pixars technology as well as from the fact that Steve Jobs will now
get on the board and thereby help a technologically challenged bohemoth to move to the internet
age. Definitely this should ease Disney's copyright concerns as I expect Jobs to weigh in heavily
on this issue.
I also see Apple now getting a lot more content on its Video iPod. Its a win for Apple. Is it a win
for Pixar ? Is it a win for Disney ? A lot of questions here ..don't u think ?

Atleast this merger makes a lot more sense than the whole AOL/Time Warner crap a few years ago.

Your comments..

1 Comments:

Anonymous said...

Here is an interesting article I found...

-----

Disney looks beyond iTunes

By Reuters

Published: January 19, 2006, 11:00 AM PST

Walt Disney has sold 1.5 million digital downloads of such TV titles as "Lost," "Desperate Housewives" and "Kim Possible" through Apple Computer's iTunes store, and is seeking iTunes competitors to further such distribution, an executive said Wednesday.

"Other companies with on-demand products will feature some of our content in the near future," chief financial officer Tom Staggs said at an investor event hosted by Atlantic Equities.

While the iTunes initiative "has not been a giant mover in terms of the bottom line," Staggs said, it is "an important catalyst for where the business is going."

He said that Disney will remain "platform agnostic," demanding only that potential partners provide a "quality consumer experience and requisite intellectual property protection."

>>

This comes at an interesting time when there are talks about Disney and Pixar merging...

What gives ???

11:53 PM

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Monday, December 12, 2005

Yahoo

Recently Yahoo has been on a shopping spree. They just bought Del.icio.us (a site where users can share their internet bookmarks with each other). This comes hot on the heals of Flicr ( a photosharing site) and upcoming.org ..a collaborating service.
Apparently its a trend of moving towards an internet world that focusses on Collaboration between Users.

What do u think ? Is this where the internet is headed ? Yahoo is in a losing battle with Google and so it looking at ways of coming back. Do they have this strategy right ?

5 Comments:

Raghu said...

I think Yahoo have this strategy right, at this point of the Web sphere time (whatever that means).
The key is to get enough number of customers who can pay or use enough to attract the advertisers.
Combining these services into a neat package would greatly boost the stickiness of yahoo. Currently they all seem to be separate services, as if it doesn't matter that Yahoo owns them. MSN Spaces seems to have gotten that part right.
I am really enjoying this competition.

9:21 PM

Anonymous said...

Yahoo always went after purchases like these, only time can tell if they are in heading in the right direction. Take the purchase of broadcast.com, it only made Mark Cuban and another founder a lot of money, Yahoo pretty much discontinued a lot of services that were offered by 'broadcast.com'.

8:22 AM

mohansez said...

Two points -
1. The Network Effect: Strategy-wise, it all goes back to the network effect.. i.e. connect as many users as possible using your tool, in which case if others want to communicate they have to use the same tool and so on in continuous loop... cases in point - MSFT Office, Oracle (in the enterprise space), Hotmail and so on... Ultimately, people want to connect to people and they would like to connect to "similar" people - likes, dislikes et al...
2. Accessing services: Having a lot of services as Raghu points out is not necessarily the right answer... Banks provide a large number of services as well.. so many that people just select the default ones and more often than not, use something like a Quicken to mask the services complexity behind it... therein comes the battle for the desktop... Yahoo, I'm sure is concerned about the fact that they do not have any significant presence on the users desktop where Google has taken a quick lead through their desktop search etc... This could be their downfall... its all well and good to have a set of great services but if accessing those services requires users to DO more things or even access a website, it will, in my opinion, be a liability. Design-wise, take a look at the google sidebar.. its right there, the sections can be expanded as required (video, RSS feeds etc.), it vanishes when you dont need it, heck you can connect it to del.icio.us etc.. combined with search, it takes up a lot of "share of desktop".. it is this share that is critical to owning the customer..
Interesting stuff .. check out I, Cringely on pbs.org - very interesting thoughts...

1:53 PM

yeahitsme said...

mohansez,
u are right about the part of losing the desktop space..

but yahoo might still be able to pull it off if they offer services that get peopl together..

right now however they seem to be fighting a losing battle..

12:47 AM

Anonymous said...

Yahoo helps convict Chinese dissident

FEBRUARY 14, 2006

YAHOO has helped Chinese authorities convict a "cyber-dissident" for allegedly criticising local officials on the internet, according to human rights group Reporters without Borders.

Former civil servant Li Zhi, 35, was sentenced to jail for eight years in December 2003 "on the basis of Yahoo-supplied data", according to a statement issued last week by the Paris organisation.
It says Zhi's identity was disclosed by Yahoo Hong Kong in August of that year, citing Zhi's lawyer.

"We are unaware of this case, and we cannot comment on the accuracy of this report," Yahoo spokeswoman Mary Osako says.

Zhi's case marks the second time Reporters without Borders has condemned Yahoo, and spotlights the pressure on web companies to maintain Western standards of free speech while obeying Chinese law.

ADVERTISEMENT

The group said in September that Yahoo identified reporter Shi Tao as the disseminator of a Chinese government memo warning of potential civil unrest on the anniversary of the Tiananmen Square massacre, helping to send the reporter to jail for 10 years.

>>
Bloody double standard out here..

All these guys should get together
and boycott China..

Instead they bow their heads to the greenback..dogs...

1:50 AM

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Thursday, December 08, 2005

Ford

Ford Motor Co.'s Board of Directors Begin 2-Day Meeting to Consider Sweeping Restructuring Plan
DETROIT (AP) -- Ford Motor Co.'s board of directors began a two-day meeting Wednesday to consider a sweeping restructuring plan the company hopes will help pull it out of a slump. Thousands of jobs are on the line and several plants may shut down to help the nation's No. 2 automaker overcome rising costs and the loss of market share to foreign rivals.

Last week it was GM, now Ford...whats up with these American Car manufacturers ?

4 Comments:

raghu said...

I am not much into cars, but I will attempt to put down my thoughts on this.
For me, and many of my friends, and for generally many publications, Japanese cars have come to exemplify quality, safety and better gas mileage. And whether we have the opposite opinion on the Ford and such cars or not, it is playing negatively on them.
Till such time that this image is dealt with, it would be hard for these companies to sustain their sales, profitability and competitiveness.
They need to throw open challenge to compete with the Japanese cars on many levels including providing the image of efficient car-making. My recommendation would be to advertise not just the shiny car going in to the fall-colored roads but also of the great american factories where the cars are made, of how their employees play smart roles in making sure that the car is of great value, of how these cars have come of age and are equal to if not better than the Japanese models.

9:55 PM

Anonymous said...

Japanese car manufacturers are showing profit but these guys aren't.
I read somewhere that the cost of
making a car is very high for American cars i.e. efficiency is low. Plus this whole retirement thing is costing them dearly

3:20 AM

Lalith said...

FORD is widely used as an acronym for: Fix or Repair Daily. This clearly shows the image Ford has among the average american today. 30 years ago there weren't too many choices in the car industry, it was either GM, Ford or Chrysler. Earlier, the average american also identified the car that he owns as an indication of his patriotism. Now the auto industry has competition from manufacturers from Japan, Korea and Germany which are far superior in quality. The american is no longer looking for an expression of patriotic feelings. Hence the trend towards foriegn owned cars.
However, there are couple of things to note:
1. American cars are definitely better in terms of styling and design. The Japanese cars are extremely bland (may be with the exception of Nissan in my opinion). Korean car companies are heavily plagiarising american car designs. Ford/GM need to capitalize on this differentiator.
2. Ford/GM have a huge amount of money flowing their companies ($200MM/year). They need to look at GE in terms of transforming themselves into financial behemoths which will relieve them of some pressure.

6:20 PM

arbitrator said...

American cars suffer from reliability issues. That is their problem. I used to own a ford and was glad to get rid of it after 4 years (warranty period). It sat in the shop longer than it sat in my garage. Have been using an Acura since then..no problems whatsoever.
From a style perspective, I am not sure..yes they do build more muscle cars...more tough looking..but in the long run..they are not great cars..
Ford and GM probably have money coming in but their costs are higher..thanks to Medical and retirement benefits for employees. For a long time they tried to blame the japanese govt for subsidizing the Japanese manufacturers. But this ain't true - Honda and Toyota built a combined total of 1.8 million cars this year in the US all with US employees and they have been able to keep their costs under control.
On an average each Japanese car brings in $3500 more than an American company. These guys need to clean up internally..they don't seem to be doing that...
Now when the shit hits the roof..all hell breaks loose..

8:56 PM

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Sunday, November 27, 2005

Apple

Apple is a cool company with cool products. The Mac has die hard followers - true believers. But they are few and far between.
Here's an interesting stat:
13% PC market share in 1993
2.7% PC Market share in 2004
Yeah, Macs are used heavily in ad agencies, print industry and in the creative industry.But that
really doesn't account for much.
With their PC prices at such high levels ($800 and above), they still consider themselves a premium brand. The fact that most software runs on Windows doesn't help them much either.
There is a crisis on hand however, Macs are dying and the PC segment needs to be seriously reworked.
Apple however has moved very smartly into the entertainment segment with the iPod. The iPods rock. With the largest market share in this segment they are perfectly poised for growth
of music and video content delivery on the net.
Will this be their future growth ? Will they get completely out of the PC industry and move completely and smoothly over to the entertainment segment.

Most companies that do not concentrate on their core business, irrespective of their innovations, cannot sustain themselves for future growth.

What do u think ?

15 Comments:

<a href="http://www.madhoo.com">Shanti</a> said...

I disagree about the IPod. Apple's big thing has been that their products "look" cool. Apart from the cool factor, most people also care about "functionality" and "bang-for-the-buck". Why pay for a 20-GB IPod when I can a 40-GB MP3 player at the same price with a different brand?

Usability is another problem I have with Apple as in ITunes. I'd rather pay MSN Music the money and download songs that I can upload onto any player I have instead of buying from ITunes and becoming a prisoner of the brand since ITunes will not let me upload to any other MP3 players except the IPod?

1:10 PM

Anonymous said...

True, but ipod has captured the imagination of the users. Only time will tell. Steve Jobs will make sure that you use the iPod for everything. He will stay one step ahead of the competition.
Being a prisoner of a brand can be hell if it isn't Apple ;-)

10:06 PM

ipodhater said...

iPod..iPod..iPod..i am sick of reading and hearing about this thing. There are better products out there if u really bothered to look

10:17 PM

dreamer said...

guys..chill...
iPod has changed the world and will continue to do so..there are more exciting things on the way.
This will become a device that would be used for a range of things. Haven't we all dreamed of having one device that does many things. Well..here it is ..the iPod. Slowly but surely you will have your life in your palms and ears..
The possibilities are endless.

10:20 PM

Anonymous said...

iPod has captured the imagination of the people. They are nicely priced as well making it available to all strata of people. I like their dial. That was innovative...Apple style....
Hope it doesn't die the death similar to the Mac..
Steve ..are u listening...

10:46 PM

Raghu said...

I think that the industry Apple is in, is called by Economists as 'Monopolistic competition'. (Let me explain what it means before I forget what it means - It is an industry where there are too many players, so your margin is too low or your volume is too low. The only way to survive and be profitable is to continuously innovate and keep having the first mover advantage).
IPod truly started a great revolution in music listening. Now the videos as well. It was a great advantage for Apple, as their revenue figures indicated. But I doubt if they are going to be able to keep up with that just with the help of IPod. The other day I went to CompUSA I saw a very nice MP3 player 20GB for $99, it can record my voice, it can store other regular files so I could transport them also, and it could even clean the dishes for me. Sorry the last one is just in my wanted features list.

Mr. A.C was saying earlier today about a very nice mp3 player shiny etc, but that everybody only wants IPod. This is one point which might play into Apple's favor, like how A&Fitch could lure the youth to brand its ware. Again, I think that it would be hard for Apple to keep up with just the IPod in the long run - low price competitors are already eating its share. I would agree that it is good for us consumers if Apple keeps at it with great new products.

11:01 PM

<a href="http://www.madhoo.com">Shanti</a> said...

Raghu,

you got the point I was trying to make. My husband wanted to buy me an IPod. I was not really interested in the size or the looks of the MP3 player - all I cared about was that the MP3 player play music well and have enough capacity to hold all my music (roughly 20+GB at the point). It was a simple thing for me to choose a Creative Zen over the IPod, as it gave me more bang for my buck.

Similarly, most tech-savvy kids these days are not just buying from ITunes, they are also buying from sites like allofmp3.com that offer the latest downloads for pennies (literally two cents/MB) - why would they want an IPod that they cannot use with any other service but ITunes?

Also, we need to think that when kids see us old-fogeys (the 30-something-generation) flashing the IPods, will they still think it is cool?

2:00 PM

believeInSteve said...

So..lets break it down..

You might get more bang for buck by going in for another player..
The fact remains that its cool...
BMW vs Acura situation.
Its cooler to have a BMW than an Acura.

2nd part...you can still get ur mp3s from elsewhere and use iTunes to load it into iPod. iTunes is the conveyer. Thats it..the source of an mp3 can be from anywhere.

3rd point - that is what i found most interesting and am probably not in a position to answer..will kids find it cool to use if over 30s are using it..good question..
And that is where Steve jumps in..
He will make it a cellphone, podcasting, music playing, game playing, Organizing and potentially critical information holding device that would cater to various segments of the population.

4:50 PM

Ganesh said...

"Steve Jobs Controls the Universe"

Its more than just an ipod....

Steve Jobs wants to sit in your couch....

To read more, click the link below....

http://yahoo.smartmoney.com/Techsmart/index.cfm?story=20051208&afl=yahoo

9:24 PM

Raghu said...

Yes, Shanti, I too would not care to spend big bucks just to be able to display my mp3 device.
Steve, I think car is a different issue - I am not much into cars, but with cars there is so much differentiation to consider, hard to figure out the value for the money, quality issues, resale value, whether you have to take a longer or shorter route to the mountain and so on. With mp3 players, if you are able to decipher a good quality sound then there are just too many choices with big price differences.
It is definitely considered cool by many to show and talk about iPod. I am with you on that Steve, and with the anonymous arbitrator, dreamer, and that woman who came to the CompUSA store that day straight to the man selling the ipod, got the iPod, the iPod Safety (warranty!), the accessories, and just went home.
But would I buy iPod? No. I can get much more bang for the buck with the other equivalent products. The x and y gen would go for the iPod, but I wonder how many college-going students consider it hep to get the iPod even if spending more...

9:44 PM

Raghu said...

Ganesh, the url you provided is not fully visible, could you type the part starting from /steve?

9:48 PM

vivek said...

I hear that Apple is starting to leverage the revival in its brand due to the iPod in the PC market. After using and linking iPod/iTunes, people are starting to explore iMacs/iBooks as well. I get to see the Macs on the best seller lists on Amazon. I don't have any numbers, but I am sure that Apple is hoping that iPod will help them do more than just conquer the digital music market.

11:53 AM

ipod buff said...

Raghu Seems like the URL is quite alright I was able to use it.

2:18 PM

Anonymous said...

The iPod has captured the eye of the users like no other MP3 player has.I have a mini and I am already drooling over the nano.

The pod has ease-of-use like no other player. I've had a rio player as well as a creative player (that I returned), dinking around trying to get that crap to work was not worth the money I would save. The iPod rocks!!

Companies that can reinvent themselves are the ones that will survive. You sustain the core business till you move into the next big area of growth.

10:39 AM

Anonymous said...

I have been having a problem with the iPod iTrip (Griffin Tech)

Anybody else with the same..before..all the naysayers jump..and say aha..there u go..

nope i still love this thing..

Looking into the video ipod now ;-)

12:53 AM

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Thursday, November 24, 2005

GM

Inspite of its "employee discount" program that it ran thru' most of summer, GM finds itself down in the dumps. With over 30000 workers getting cut and the closing of more
than 9 plants, GM suggests that such measures are necessary to get production in line with
demand. Ironically, Toyota on the other hand, is not able to meet demand.
Has GM lost it ? Can it recover ? Its US sales are lagging, but does it have an international
plan that will aid it in its recovery ?

Your thoughts please...

2 Comments:

Anonymous said...

GM quality sucks big time. I mean, if u are die hard american and believe that u should buy only american products, then this one is for u. Otherwise, quality wise these guys stink. No amount of sales strategy is going to get them out of their basic flaw - Bad Quality products. Japanese cars get built out of the US too. How come their cars don't suck as much

10:09 PM

Raghu said...

I am not into cars, so I am not sure about the reasons for GM's woos.
The other day I was seeing a very old video about how Toyota chief learned the car-making business from Ford and went to Japan to build the cars in an entirely different way - by building the quality into the making rather than keeping it as the last step of the process; by treating people as intelligent contributors rather than as monotonous tighteners of the nuts and bolts (like in that Charlie Chaplin movie.. was it Modern Times?). Of course, the american manufacturers also have come a long way on that.
For GM, it might do better by concentrating on the following:
1. Work on getting better ratings on crash testing, safety features, etc., so that its name shows up, somewhere.
2. Produce cars that the owners can be proud of.
3. Establish awareness about GM's key strengths or niche.
Again, I am not much in to cars, so I may be way off here, or GM might call me for further consultation.

12:04 AM

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Wednesday, November 23, 2005

Walmart

We all know Walmart to be a discount store chain where products can be bought at bargain prices. But, guess what ? Go to walmart.com and check out the engagement ring prices..
(okay i followed a website that asked me to do it..)..$9988..yes...you read that right..
nine thousand nine hundred and eighty eight... whats up Walmart ?
Getting spiffy ?

5 Comments:

<a href="http://www.madhoo.com">Shanti</a> said...

I think Walmart has been trying to "designer-up" their stores ala Target for a while now, except they haven't been very successful shedding their cheap image per a TIME article I read recently.

1:12 PM

Raghu said...

Recently a WalMart executive called for an increase in the minimum wage. Reason given was that the customers were not able to afford other purchases given the increase in gas prices. You can imagine that WalMart is depending on the lower and middle income people as their key source of customers.

WalMart can do business as EDLP (Every Day Low Price) or as Hi-Lo pricing (Usually high, but sell low by promotions).
I guess WalMart is trying to implement the Hi-Lo through its online service. It is going to be very hard for a high income level customer to say to others that they bought the engagement ring at WalMart.com, especially to the (hopefully) eager recipient.
WalMart could instead create a separate web-site/brand under which they could sell the niche items. With heavy marketing and numbing the consumers with the new image for the new brand/store, they might be able to succeed in their attempt.

11:45 PM

vivek said...

I recently discovered that Walmart combined with Sam's Club is the biggest seller of diamonds in the US!

Walmart is definitely trying to lure in more of the higher income people to its stores/website. Yesterday, I saw a WM TV ad and it looked more like a Macy's ad! Apparently, they had recently hired a guy from Target to help them improve the layout of the stores. I haven't visited a Walmart recently, so I am not sure if the stores look any different from what they used to.

BTW, on a different note, has anybody seen the "Will Jesus shop at Walmart" campaign? I am totally sick and tired on the anti-Walmart lobbyists.

12:09 PM

Anonymous said...

I recall reading, the consumer profile for the warehouse stores - like Sam's club and Costco, are predominantly people with a higher than average income, so the ring does not come as a surprise. But as the other poster says, would you wnat to say your ring was from walmart, heck I don't recall the last time I bought anything from Walmart.

The company's HR policies need a drastic overhaul. Besides it's abig supporter of GWB - a big reason for the thumbs down for me :)

10:49 AM

neutralview said...

Yeah.i agree..i wouldn't buy a ring from Walmart.. on the other hand..i might not buy a ring from Target either...

Walmart has to shed its image if it wants to get higher income consumers into its stores.

But the question is..does it really need to ?

8:46 PM

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Microsoft

Just when it looked like Google was spreading its wings across the internet, coming up with
beta applications that are hosted on the net rather than on your home computer, a business
model that seemed to drive a stake into the heart of Microsoft, the big gorilla fights back. Microsoft, smartly enough, has come up with a net presence of their own.

www.officelive.com

WHY MICROSOFT OFFICE LIVE?
•
A professional Web site, expertly hosted by Microsoft
•
A secure online workspace for organizing and managing customer and business information
•
A complete set of tools for managing time, tasks, projects, and company data that integrates with your existing Microsoft Office programs.

Now the battle begins. Let me know what you think.

14 Comments:

Anonymous said...

Bill Gates has always been a follower. Now that Google has ambitious net plans, Microsoft is out trying to defend its turf.
They have always been followers.
They have been successful though.
It will be interesting to see what Google comes up with next to unsettle Microsoft.

10:13 PM

Raghu said...

I liked the idea of MS coming up with the officelive. Many current users of office would be comfortable going with this if they are going to go the online hosted route.
But, remember that MS's biggest revenue source is the Office - would they be able to keep up those revenue levels after going online? It is not going to be a cakewalk, for sure. Microsoft is going to have to struggle to get their other businesses coming up to the rescue, which has not happened till now.
On the plus side, MS has enough cash so they can afford to give away services for free until the Office live catches on. I am sure Google is trying hard to figure out how to handle this Googly.

Recently I attended the Microsoft event on the release of Visual Studio, SQL server, etc.
The event was well planned and everything went smooth, well.. not Everything.
There were freebies, prizes, and the main reason for my attendance - free copies of the standard version software.
During the demo their software crashed many times, in front of the audience, showing the usual text message that the crash information could be sent to Microsoft for analysis - Send DoNotSend. The demonstrator made fun of it, saying 'it is now ready to ship!' and such, and the audience was too happy and applaused as the demonstrator quickly clicked on the Do Not Send button. It was fun.
I was inquiring about something to one of the Microsoft representatives. He explained me where on the web I could find that information, and also mentioned that I could google for the keyword so that.... Stop! Rewind..... rmation, and also mentioned that I could google for the keyword ...
I could not help but grin that a Microsoft representative would use that word, that too as a verb! Here is to Microsoft Live!

10:28 PM

Anonymous said...

Check out local.live.com. This is MS take on google maps and they have done a good job.

2:03 PM

arbitrator said...

Looks pretty cool..and effective too..
Bottom line, Google might be coming out with many initiaties, but the barrier to entry is low and Microsoft has the money and capability to capitalize on its late entry.
Google needs to find a space that it can dominate. Search engine..yes..everything else so far is a commodity as far as I am concerned.

8:58 PM

Raghu said...

I liked the 'Locate Me' link and Push-pin on local.live.com
Still the map refresh is not as smooth as Google's, but of course it is just a matter of time.
MS has identified that there is enough interest in the market for these features, so now they are going after it with a vengence. Smart people! Their email live is also looking nice.
Bottom-line though is how MS could pull enough users to them, so that the Ad revenues reduction at Google could make a dent on their profitability.

Overall, WWW-on-beta is awesome for consumers!

8:50 PM

Raghu said...

Sorry, spelled my link wrong.

8:51 PM

Anonymous said...

Pity that a company with the kind of resources Microsoft has, it still remains a follower, surely money should be able to hire some of the most creative brains out there.

Instead, it's a follower and then uses its might to crush companies started by creative entrepreneurs. In my lttle dream world, linux takes over to the eventual demise of Windows, and google rules the world :)

10:57 AM

Anonymous said...

10:57 AM

justanobserver said...

Ray Ozzie is the answer. He might be able to take microsoft forward..

Microsoft for a long time, by virtue of their business, have provided only back end applications..

Ray Ozzie has to bring Microsoft to the common consumer..it will be interesting to see how that happens..

Pocket PC, Intelligent watches..that kind of thing...

8:31 PM

believeinmsft said...

Analyst: Xbox sales miss estimates

Pacific Northwest

Microsoft
Microsoft probably sold 1.3 million Xbox 360 video-game consoles since the introduction in November, missing analysts' estimates, Goldman, Sachs analyst Rick Sherlund said.

Sales may have reached 900,000 in North and South America, 300,000 in Europe and 100,000 in Asia, Sherlund said Tuesday in a note. That would fall short of Goldman's estimate of as many as 1.8 million units, he said.

The lag may indicate production problems, Sherlund said, adding that demand for the machine probably will outstrip supply for the next two quarters.

>>

Just a supply demand problem..

..not a demand problem alone ;-)

just an FYI

1:00 AM

raghu said...