Replies to post #22729 on Apple Inc (AAPL)

[neye_eve]

by what magic...?

UBS out raising their tgt to $50 from $42 noting that while Mac unit sales of 836k fell short of firm's raised estimate, it seems demand was pushed into 1Q05 due to constraints, which should actually help earnings momentum from here... see 06:50 comment for JP Morgan upgrade

to pick a nit... supply issues don't affect "demand". Supply and demand are pretty independent, with the intersection of the two at a certain point being the happy equilibrium.

I think the idea you were trying to get across is that sales will be deferred to a future time because supply was too tight for the price apple chose, creating a shortage (gap between supply and demand). The almighty demand curve will move a little this way or that by the time more machines are available, but the lifting of constraints won't be what pushes the demand curve anywhere :-)

If anything, the more proper phrase would be it seems supply was pushed into 1Q05 due to constraints, which will alleviate the shortage, and thus generate more sales, etc...