Barron’s reports:
Sterne Agee analyst Vijay Rakesh writes this morning that his checks with the company’s supply chain finds that the company has been been producing the tablet at a rate of 1 million to 1.5 million units a month – higher than most estimates – and that production could crank up to 2.5 million units a month or more in the September quarter. He says that some previous manufacturing bottlenecks have been solved, though memory remains “a constraint.”
Wed, May 26, 2010
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