Helloplite said:
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I draw conclusions based on the best information I have available, and how the hell is that "dangerous?" Nobody is going to get maimed if the iPhone 4S hasn't actually sold 100 million units yet.
But try this one on for size, if the share of iPhone sales which are not the latest model is greater than 10%, that just means the 4S will continue to garner more sales now that the 5 has launched, and continue to sell when the 6 launches. Not troll logic, actual logic. And since iPhone shipments increased by 78% in the last year and 75% the year before that, the 4S would likely sell more units in its lifetime if you're right than if you're wrong.
Don't believe me? Here's the math:
Two scenarios, let's be conservative and assume iPhone growth will slow from 75% down to 50% in both of them. In one scenario, the latest phone sells 90% of all units, and in the other, 70%. In both scenarios, the remainder of sales will be split evenly between two older models, so the 4S will see either 5% or 15% of sales in the next two years before it's off the shelves.
| Total iPhone shipments | iPhone 4S units (Scenario 1) | iPhone 4S units (Scenario 2) | |
| FY2012 (actual) | 125M | 112.5M (90%) | 87.5M (70%) |
| FY2013 (projected) | 188M | 9.4M (5%) | 28.2M (15%) |
| FY2014 (projected) | 281M | 14.1M (5%) | 42.2M (15%) |
| Total units shipped | 594M | 136M | 157.9M |
So now who isn't very good at math?

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