Seece on 06 November 2013
115m is a no go, and it's dropping faster than I realised.
Last year they expected 13m and obviously missed that, probably 12m. This year they expect 10m, but there is no way they're shipping more than 5m this holiday and then 1m the Q after, so again they'll miss it by 1m. They'll pass 100m but if sales start to fall below 5m a year sooner rather than later, developing countries won't be enough to pick up the slack.
