Piper Jaffray: iPad 2 totally sold out, 70% to new buyers

Dammit. Now everyone else is going to get screwed just like last year, as shipments intended for outside the US will be diverted to the US to meet internal demand. We got the shaft not once but twice last year.<p>The thing that persists me off is that a sale outside the US is just as good as a sale inside the US, or even arguably better, given the US currencies recent shitty performance.<p>Dear Apple, please don't screw over your foreign fans you inconsiderate bastards. Okay? Call me. Love you.

Anecdotally, I've noticed a huge spike in app sales since Friday. So far it's a larger spike for me than Christmas even was.

I wonder if "running out" of the cheapest sku pushes people up to more expensive models? Might make fiscal sense for Apple to release them in batches.

It's looking like another record year for Apple, as if there was any doubt.

Maybe I'm missing something, but does anyone have an explanation for the 28%(N)/32%(Y) response to "Did you have the first iPad?" at the launch of the first iPad?

Not sure if the 70% new buyers figure is correct as the table also lists they asked that question last year... How could anyone have had an iPad at the iPad 1 launch? The question above has N/A for last year, perhaps the two sets of results got reversed...

Wow, so many 32gb ipads. Who buys those? Seems to me you're price sensitive or you aren't, and you want disk space to dump all your stuff on it or you don't care too much. I don't quite see the use case for the middle ground.

Any plenty to grey market re-sellers globally.<p>It's almost like Gene's team completely forgot or decided to forgo the very large global grey market that exists.

It looks to me like Apple was trying to rush the iPad 2 onto the market before the flood of competing tablets later this year. Consider the limited stock at launch, the very short delay between the announcement and retail availability, and the fact that unlike most Apple launches they didn't clear the old model from the channel beforehand.

I submitted a blog post <a href="http://news.ycombinator.com/item?id=2318747" rel="nofollow">http://news.ycombinator.com/item?id=2318747</a> about my theory of why apple is allowing the iPad to remain sold out today, despite knowing that people would still want one.