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Putting iPad Sales in Context

Apple just keeps posting amazing sales numbers and analysts just keep stretching to put that in a negative context.

But this 11.9 million unit quarter is anything but a sign of such tapering. And, according to Tim Cook (again, from yesterday’s conference call):

“But I’d also point out that the new iPad was supply constrained last quarter for the full three weeks or so that it was shipping and is actually still constrained.”

Which means Apple sold new iPads as fast as they could make them. If you believe this 11.9 million unit sale number deserves to be called “disappointing”, you should be disappointed only by Apple’s inability to manufacture them faster. Other than that, there simply is no bad news for Apple in these results.