Hey, Apple (AAPL)! Why Isn't Your New iMac Available Yet?

November 23, 2012 11:20 AM EST
Today is Black Friday, a day when millions upon millions (upon millions?) of Americans do some serious shopping for the holidays, wherever your denomination is.

One tech giant looking to come out a winner is Apple (Nasdaq: AAPL). The Cupertino, CA-based company is running some sales on its website in anticipation of strong e-commerce sales. Items like iPad 2s and MacBooks are seeing some notable discounts, which range anywhere from $20 to $100 or so.

However, despite more inventory expected to be moved today, Apple is hinting at more supply problems.

First, its brand new iPad Mini isn't on sale, despite the new iPad 4 (with Retina Display!) being discounted.

Also, Apple's new iMac, which was announced the same time as the iPad Mini and iPad 4, still isn't available for purchase, in either the 21.5-inch or 27-inch versions. (Note: Apple said the 27-inch model wouldn't be available until December, so no surprise there).

What does this tell investors? Apple probably doesn't need to put the iPad Mini on sale due to strong demand. The company reported selling million units of new iPads in the first weekend they were made available (though the numbers weren't broken down into Mini and 4 segments). That is a lot of product moving out; peers like Nokia (NYSE: NOK) would kill to sell 3 million Lumia devices in one weekend, much less an entire quarter.

The moves might hint that Apple is still struggling a little with supply. The new iMac boasts an ultra-thin profile with gobs of new technology being implemented in order to make the item a reality. Like the iPhone 5, this might be causing problems at the supply end of the spectrum. The more stringent requirements on the iPhone 5 panel caused sales only to be restricted by supply.

So, Apple might not have items on sale not because people don't want them, but because they won't be able to meet demand. Apple is likely to solve this issue over the long run and manufacturers will be able to understand Apple's technology better, developing better, more efficient processes for production creation.

For now, investors should keep an eye on the Apple website. If the iMac doesn't make it to market before the calendar clicks over, there might be bigger issues at Apple than initially assumed.

Apple is up about 1 percent on the session Friday.

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In

Related Categories

Corporate News, Insiders' Blog

Add Your Comment