Apple Inc (AAPL)

[neye_eve]

spit - I agree to a point

I probably did overstate the case. Snobbery (not intended insultingly) due to limited editions probably does figure in, and , as you posit, is at least partially controllable via supply.

For the instance in question, however, I disagree - I don't see how IBM not making enough chips now *pushes* demand to a future date. If you can get the machine now and its worth it to you, then you'd buy it now. You wouldn't wait, if the machine were available, to a later date just because of a supply problem that doesn't affect you currently.

there are some second or third order effects, perhaps, such as people not actively looking for machines if they assume they'd be scarce so that the time invested in looking is less, but I don't see that as a primary demand curve driver.

This assumes that demand is related to the ability to purchase and have something in a single transaction. If you include demand for "machines to be shipped in 6 weeks", then this obviously has a larger effect.

thanks for the post,
neye