I agree it’s guesswork. Are they writing 2.4 million tablets down to zero? 4.8 million tablets down to $99? Is either number ridiculous?
The other possibility he questions is whether they reported as sales shipments that were not really sales. As he points out, there are upcoming opportunities to clarify these numbers, and I think that part of the purpose of the article is to goad analysts into throwing some hardball questions at RIM.
The other possibility he questions is whether they reported as sales shipments that were not really sales. As he points out, there are upcoming opportunities to clarify these numbers, and I think that part of the purpose of the article is to goad analysts into throwing some hardball questions at RIM.