Tech Analyst Pundit Watch: Apple Could Really Use Those Warehouses Full of iPhones Right Now · May 12, 12:42 PM

The big buzz on the Internet these days is the imminent release of iPhone 2.0. I am not sure if I would go that far. If you are familiar with Mac OS versioning Lexicon, we would call it iPhone 1.0 version 2.0. But we haven’t blogged for a while, so we can’t complain about the naming conventions passing us by.

Tech bloggers all over the place point to iPhone shortages, which started when Carpone warehouse said they were out of stock of the 16GB model, but the chatter really started hitting the fan when the US Apple Store reported they were no longer in stock. Diminished stock of hardware has always been a way that the Mac rumor industry has keyed in on product updates. The conventional wisdom said that iPhone 2 would be out in June, approximately a year after the initial release of the phone. But if the company is out of stock now, somebody would have to do a lot of explaining to rationalize why Apple might go a month without selling an iPhone.

Back in January, some pundits speculated that Apple might be stuffing warehouses with excess iPhone stock to boost its sales numbers. If only that were true, Apple wouldn’t be out of stock now! We laughed at the shoddy analysis then and this being the Internet, we couldn’t resist another opportunity to call out the analysts once again.

— Joe Fahs

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