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Citing weaker end demand and ongoing inventory cuts, Goldman Sachs analyst Simona Jankowski this morning chopped her forecast for 2012 mobile phone shipments.
FORBES: Slowdown: Goldman Chops 2012 Mobile Phone Unit Forecast
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Nevertheless, "we give them good marks for proactively reducing their inventory beginning last April, " says analyst Sean Jones at Moody's Investors Service.
WSJ: Missing the Bullet
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Slack TV demand has led to a inventory buildup that is spurring price cuts to spark sales, said analyst Riddhi Patel at researcher iSuppli Corp.
WSJ: Cellphone Sales Boost Best Buy Profit
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The analyst said it may take three quarters to burn through the current inventory overhang for computer capacity.
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Erica Rannestad, commodities analyst with CPM Group, said there is a normal tendency for inventory building during the first month of a new year.
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"There was still supposed to be some inventory work-off in the first quarter, " says Barbara Ryan, an analyst at Deutsche Bank.
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And if RadioShack is able to increase its inventory of iPads, it could easily boost that 10-cent estimate to about 20 cents, the analyst estimates.
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The analyst adds that he sees no demand issue for the iPhone 5, noting that there is still no inventory at retail, and he adds that he has not detected any finished goods inventories at suppliers.
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