As reported at All Things Digital, Canaccord Adams analyst Peter Misek thinks the iPad might be delayed in hitting stores due to supply shortages. Says Misek:
“We have … heard that the upcoming iPad launch may be somewhat limited as a manufacturing bottleneck has impacted production of Apple’s newest device. An unspecified production problem at the iPad’s manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of March, far lower than the company’s initial estimate of 1,000K units. The delay in production ramp will likely impact Apple’s April unit estimate of 800K as well. It is also possible that, given the limited number of units available in March, the launch will be delayed for a month.”
That’s a major loss of shipped units if Misek is right. However, this being analyst eightball and all, I wouldn’t count on it.
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[via Cult of Mac]