Comments on: Best guess for how many iOS devices will ship in 2014

The last chart makes it look like Apple's getting a stiffy.

https://www.asymco.com/2014/08/12/best-guess/#comment-62325

In reply to KirkBurgess. Sounds about right.

https://www.asymco.com/2014/08/12/best-guess/#comment-62265

In reply to peter. Apple sold 80 million iOS devices in the last December quarter, so 90 million this year isn't a stretc...

https://www.asymco.com/2014/08/12/best-guess/#comment-62260

In reply to obarthelemy. There is no implication about it: Apple is apparently pretty good at organizing its business. It...

https://www.asymco.com/2014/08/12/best-guess/#comment-62253

In reply to obarthelemy. The CapEx vs Sales issue gets very interesting if you place Apple in Hollywood's blockbuster cul...

https://www.asymco.com/2014/08/12/best-guess/#comment-62252

In reply to obarthelemy. Horace's method is a bit unusual, but given the strength of the historical relationship between ...

https://www.asymco.com/2014/08/12/best-guess/#comment-62248

In reply to obarthelemy. "linking CapEx and sales seems to imply that Apple is omniscient" What's for Apple to mysterious...

https://www.asymco.com/2014/08/12/best-guess/#comment-62247

In reply to DarwinPhish. Actually, that CapEx = production = sales

https://www.asymco.com/2014/08/12/best-guess/#comment-62246

In reply to obarthelemy. "linking CapEx and sales seems to imply that Apple is omniscient" No, CapEx determines productio...

https://www.asymco.com/2014/08/12/best-guess/#comment-62245

Feels weird doing it that way, mainly because investment's level and timing relationship to sales feels very elastic (not all investment turns productive at the same speed - ie new variant vs new...

https://www.asymco.com/2014/08/12/best-guess/#comment-62244