Apple Inc (AAPL)

[roni]

iPhone availability

much better this morning http://www.apple.com/retail/iphone/availability.html

Wonder how it is at AT&T stores and internationally.

4 weeks until the roll-out in 20 plus more countries.

4 weeks until college students start rolling onto campuses

And then, sometime, the product transitions that are going to lower Apple margins. Opie said this in the conference call about those products and their predicted (and perhaps sandbagged) effect on margins:

Peter Oppenheimer

We have some investments in front of us that I can’t discuss with you today where we are going to be delivering state-of-the-art new products that our competitors just aren’t going to be able to match and as a result, I would see gross margins being about 30%, and that’s all I can tell you at this point.

Should be an interesting second half of 2008