Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
参加 July 2019
145 フォロー中 102.8K ファン
iPhone Lead Time Tracker 3 days into Pre-Orders: We're seeing average lead times of 2.6 weeks across 8 countries. That's in line with where the Pro models were last year.
My take: Most importantly, the lead times jumped from 1.6 weeks yesterday to 2.6 weeks today. Part of that jump is people are back in front of their computers (pre-orders started on Saturday). The important part is lead times are going up, which has historically been a favorable sign for demand. $AAPL
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