"Apple Inc. has asked its suppliers to increase production of the gold-colored iPhone 5S by an additional one-third after seeing strong demand, people familiar with the situation said," the pair write. "It isn't clear whether there are currently supply constraints manufacturing the new iPhone."
That is precisely the narrative that plagues the company on opening day today, where various television news reports have shown customers walking away empty-handed after waiting patiently for the atypical metallic model. (In Apple's online store, shipping estimates range from 7 to 10 days for silver and 21 to 28 days for gold.)
For the iPhone 5s, several reports suggested reduced supply across all three colors (gray, silver, gold); why the company decided to make it available despite this has customers and analysts scratching their heads this morning.
No doubt we'll soon find out what the real hangup was. In the meantime, we can only wonder: will the excitement over the gold color hold out, or is it merely preferred among zealous early adopters? We're betting that "Space Gray" wins out over the long term.