No. 2: iPhone 4 shortages
Strong demand is only half the story for Apple's iPhone sales debut. Limited supply is the other. A
shortage of in-plane display panels
, the crucial part of Apple's touted retina display screens, has forced Apple's contract manufacturers to cut production rates in half to 1 million iPhones a month.
This means there won't be enough iPhones on hand to meet the presumably high demand. Though it's not a terrible problem to have if you are a gadget maker, sellouts and delivery delays will mar Apple's big iPhone 4 debut. The frustration could push buyers toward other phones.
No.1: No Verizon iPhone.
A new iPhone is big. But a new iPhone at Verizon? Much bigger.
Apple's exclusive partnership with
(T - Get Report)
has been a point of discord among iPhone owners and it has tarnished the public perception of both companies. It also has done almost nothing for AT&T's stock.
Investors have been waiting for the
. But that's apparently not going to happen until next year, if ever.
So Apple fans who want the new iPhone have to lock in for another two years with AT&T. This scenario is not particularly pleasant considering that
AT&T's new subscriber plans put penalties
on people (like iPhone users) who happen to be heavy data users.
--Written by Scott Moritz in New York.