MacBook Pro demand outstripping inventory

MacBook Pro demand outstripping inventory

Summary: A Piper Jaffray research analyst is worried that limited MacBook Pro availability could pose a problem for Apple's second-quarter Mac sales estimates. Gene Munster continues to maintain an "outperform" rating and $103 price target on Apple Computer, despite the constrained availability of the popular MacBook Pro.

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TOPICS: Apple
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MBP-2-3-weeks.jpgA Piper Jaffray research analyst is worried that limited MacBook Pro availability could pose a problem for Apple's second-quarter Mac sales estimates. Gene Munster continues to maintain an "outperform" rating and $103 price target on Apple Computer, despite the constrained availability of the popular MacBook Pro.

The analyst's checks also indicated that there is pent-up demand for the MacBook Pro -- 70% of the stores have a waiting list of MacBook Pro customers. "The good news is that demand for the MacBook Pro is clearly not an issue," said the analyst. "The bad news is that Apple can't sell what it doesn't have."

The Apple online store this morning is quoting 2-3 week lead times on both the 1.83 and the 2.0GHz MacBook Pro configurations. The CTO 2.16GHz model is also quoting "2-3 weeks" which is down from the 4-6 weeks originally estimated when the new high-end model was announced.

When I called the King of Prussia, PA Apple retail store this morning they were out of MacBook Pros and weren't sure when the next shipment was going to arrive. A rep told me that the store received merchandise "every day except Sunday" and that it was best to check back after 2pm.  Another retail store in Newark, DE had 2.0GHz MacBook Pros in stock, but didn't have the 1.83GHz configurations.

An Apple authorized dealer in Philadelphia, Springboard Media had "ample inventory of both (MacBook Pro models) ready to go." So it looks like MacBook Pros can be found if you're willing to shop around a bit.

Topic: Apple

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5 comments
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  • The more things change...

    ...the more they stay the same.

    So is this yet another example of a chip supplier not being able to meet Apple's needs (just like IBM and Motorola)? Or is this Apple's usual wariness, not building enough machines in case demand is lower than expected?
    tic swayback
    • its nothing to do with intel...

      if it was a chip supply problem, there would be a problem with imacs that use the same processors...

      why not start taking orderes then make them and sell them if you can... why should they have spent 3 months building them up and storing them, when they know people will wait 3 weeks.
      doh123
  • Palo Alto store has macbooks

    I walked into the Palo Alto Apple store yesterday and bought a Macbook Pro 2.0, they had a couple in stock and were getting more on a daily basis.
    jnolan_z
    • Production limitation

      I think in this case it is purely a production limitation. The factory
      in China just can't produce them fast enough. It probably takes
      weeks or months to bring another factory online and after the
      initial rush of sales it will probably tail off to a more normal rate.

      My MacBook Pro arrived DOA and was sent back on Feb 28th. The
      estimated ship date for the replacement is March 28th. Not cool
      Apple.
      thunderdome1
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