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專欄 - 蘋果2_0

iPhone 5C首發(fā)當(dāng)晚不用搶

Philip Elmer-DeWitt 2013年09月17日

蘋果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說(shuō)的話。蘋果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿。不過(guò),,Elmer-DeWitt認(rèn)為,,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽他的應(yīng)該沒(méi)錯(cuò),。要知道,,他自從1982年就開始報(bào)道蘋果,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
上周五,iPhone 5C首發(fā)當(dāng)晚并沒(méi)有重現(xiàn)去年iPhone5首發(fā)時(shí)出現(xiàn)過(guò)的斷貨盛況,。相反,,各個(gè)顏色、各個(gè)型號(hào)的庫(kù)存都相當(dāng)充足,。到底是因?yàn)槭袌?chǎng)需求不夠強(qiáng)勁,,還是因?yàn)楣┴洺渥悖看鸢钢挥刑O果自己清楚,。不過(guò),,去年iPhone 5上市次日,蘋果股票大漲,;今年iPhone 5c首發(fā)次日,蘋果股票卻迅速掉頭向下,。

蘋果商店iPhone 5c訂購(gòu)服務(wù)界面,。

????剛開始,,感覺(jué)似曾相識(shí)。

????和去年一樣,,我定了個(gè)凌晨3點(diǎn)(美國(guó)東部時(shí)間,是太平洋時(shí)間的午夜)的鬧鐘,。醒來(lái)后,,我打開Mac電腦、登陸蘋果網(wǎng)店,,只見(jiàn)該網(wǎng)站上赫然用10種語(yǔ)言放著“我們會(huì)盡快恢復(fù)服務(wù)”這樣的標(biāo)志,。

????這種情況持續(xù)了近15分鐘——就跟去年一樣。當(dāng)時(shí),,iPhone 5的訂單太多,以至于蘋果(Apple)的服務(wù)器不堪重負(fù),。

????但與去年不同的是,,我最終通過(guò)Mac預(yù)訂了一臺(tái)我妻子挑選的白色iPhone 5C,。我已經(jīng)成功付款,送貨日期定在9月20日,。太棒了!要知道,,去年我只有通過(guò)iPhone上的蘋果商店才能成功下單。

????去年iPhone 5上市時(shí),,蘋果庫(kù)存在一小時(shí)內(nèi)就銷售一空——華爾街據(jù)此推算稱iPhone 5的潛在購(gòu)買者數(shù)量極多,。所以,第二天早上股市9點(diǎn)半開盤后,,蘋果的股票立刻像坐火箭般地暴漲到了696.98美元的新高。短短兩天之內(nèi),,蘋果市值就增加了409.8億美元。

????三天后,,蘋果宣布在24小時(shí)內(nèi)售出創(chuàng)紀(jì)錄的200萬(wàn)部iPhone 5,是一年前iPhone 4S首發(fā)量的整整兩倍,。

????今年的情況則有些不同。開賣一小時(shí)后,,iPhone 5C的庫(kù)存仍然充足。即便四小時(shí)后,,即美國(guó)東部時(shí)間早上9點(diǎn),筆者正在寫這篇文章時(shí),,用戶依舊可以輕松地訂購(gòu)到16GB和32GB版iPhone 5C。所有顏色,,所有美國(guó)運(yùn)營(yíng)商制式的版本蘋果都承諾將在9月20日周五前發(fā)貨。

????At first it felt like deja vu all over again.

????Just like last year, I set my alarm Friday morning for 3 a.m. Eastern (midnight Pacific), woke my Mac and went to the Apple Store, where the "We'll be back" sign was flashing in 10 different languages.

????This went on for nearly 15 minutes -- just like last year, when orders for the iPhone 5 were so heavy Apple's (AAPL) servers couldn't keep up.

????But unlike last year, when the only way I could make a purchase was through the iPhone Apple Store, I eventually connected on my Mac and pre-ordered the white iPhone 5C my wife had selected. Payment was taken and delivery set for Sept. 20, thank you very much.

????Last year Apple ran through its supplies of the iPhone 5 in less than an hour -- which Wall Street took as a sign of enormous pent-up demand. When the stock market opened at 9:30 a.m., Apple's shares rocketed to a new record high of $696.98, adding $40.98 billion to the company's market cap in the space of two days.

????Three days later, Apple announced that it had sold a record 2 million iPhones in 24 hours, double the record set one year earlier by the iPhone 4S.

????This year, by contrast, there were still plenty of iPhone 5Cs in stock an hour later. Also four hours later. And as I write this, at 9:00 a.m. Eastern, you can still pre-order a 16GB or 32GB iPhone 5C in any of five colors and on any of four U.S. carriers' networks and be guaranteed delivery by Friday 9/20.

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