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.
More on Apple
Cramer: The Future of Apple
No.1: No Verizon iPhone.A new iPhone is big. But a new iPhone at Verizon? Much bigger. Apple's exclusive partnership with AT&T (T) 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 Verizon iPhone. 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.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV