The reality: Lovejoy labels his post "opinion" and is more cautious than many others. But he, too, falls into the easy assumption that "certainly everything we do know seems to point" to the 5c selling "poorly." The "early sales estimates" by outsiders for the first extension to the iPhone brand — is pretty useless as a metric. "Switching production" was asserted in a Digitimes story citing only anonymous "industry sources": adjusting manufacturing to balance inventory is routine and doesn't support Lovejoy's contention that it was due to the 5c selling poorly. In fact, the 5c apparently is winning over prospects "who are willing to spend money on something recognizably new. According to Tim Cook, the 5c is selling better than the previous phone in that category the discounted iPhone 4s, and Apple saw a "significant" number of first-time iPhone users buy the 5c.
Neil Hughes, AppleInsider
The claim: "Demand percentage for the iPhone 5c turned out to be different than we thought,' Cook said during his company's quarterly earnings conference call....Cook declined to say what Apple is planning to do in the future with its mid-range, plastic-backed iPhone. However, the CEO did not rule out the possibility of making a change to its lineup down the road."
The reality: As noted previously, Cook did not say that the demand percentage for the 5c was different. He said that Apple sold more 5s units than Apple had projected and, as a result, the demand percentage of the 5s and 5c was different. He didn't say anything about whether Apple sold less or more than the 5c projections. Cook always declines to say what Apple is planning in the future, for any product. And he'd be an idiot if he ruled out making product, pricing, and strategy changes in the future. He's not an idiot. As Cook said, "It was the first time we'd ever run that particular play before...."
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