...And Bring A Machete (10/21/04)
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It's been roughly ten months since the height-- or should we say depths?-- of last year's holiday shopping frenzy, and chances are, if you were one of the thousands of poor shmoes who had an iPod on his or her list back then, you're only just now starting to recover. We've heard the war stories: tales of shoppers lined up at dawn in hopes of snagging one of the elusive lil' critters, dark circles ringing dead eyes devoid of hope; shoving one another like animals, teeth bared and lips flecked with foam in the mad scramble for the last battered unit on the shelves; limbs strewn across the aisle, victors wearing necklaces of human ears, maimed shoppers resorting to buying lame iPodalike wannabes in despair. The horror... The horror...

While we're loath to trigger flashbacks to the mayhem you no doubt barely escaped with your life, the holidays are back, folks, and given the meteoric rise in iPod popularity over the past year, there's a better chance than ever that someone on your list is dreaming of a white-and-silver Christmas and you're going to have to dive back into the fray. At least you're not expecting as much carnage, though, right? Because Apple has obviously learned its lesson from the piles of bodies last year; back then it took its highest forecast for demand, tripled it, cranked out the goods, and then watched in dread as the body count rose because demand still outstripped supply. So given that Apple sold 733,000 iPods that quarter and two million of them last quarter, obviously the company has the situation all figured out and is squeezing out gajillions of iPods to keep supplies healthy and civilization from collapsing from unfulfilled iPod lust.

But wait-- is it physically possible for Apple to make as many iPods as shoppers will want to buy? Because as the company mentioned during its recent quarterly earnings conference call, it came out of last quarter with iPods on backorder-- minis and classics. So it was already in the hole, and demand during this quarter will obviously be at least twice as strong as it was last quarter-- and that's a conservative estimate, what with holiday shopping and the U2 commercial in heavy rotation and next week's expected announcement of a U2 special edition model. That's a bare minimum of four million 'Pods in various flavors needed to feed the beast, and we can't help wondering if Apple can really build them fast enough.

And just for the sake of angsting it up a little around here, allow us to make that knot in your stomach a bit tighter: an article over at Metroactive quotes Steve Jobs on the topic of the holiday iPod supply as saying that Apple's made its "best guess" and is "building a lot, but the demand may be even larger." In other words, "if you want to be sure to get an iPod this holiday season, I'd get one soon." And maybe you should consider wearing some body armor when you go.

 
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The above scene was taken from the 10/21/04 episode:

October 21, 2004: Apple warns that the iPod supply might be sketchy this holiday season, so shop early. Meanwhile, Steve Jobs is up for "Visionary of the Year," and if you think Apple's mini-stores are small, you ain't seen nothin' yet...

Other scenes from that episode:

  • 4994: Cheap Accolades 'R' Us (10/21/04)   Hey, let us throw a hypothetical at you: say you're running a multibillion-dollar international technology company. And say this company consistently earns millions of dollars in profits, and just posted its best fourth-quarter results in nine years...

  • 4995: Got Change For A Grand? (10/21/04)   Just a quickie, here, folks, because our wrists are about to burst into flame or turn back into pumpkins or do whatever it is they do when the warranty on carpal tunnels expires. If, like us, you don't happen to live anywhere near one of Apple's new retail mini-stores and you're trying to soak up as much vicarious experience as you can, there's a charming little article on the boutiques over at AppleInsider penned by Gary Allen of the all-knowing, all-seeing ifo Apple Store...

Or view the entire episode as originally broadcast...

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