Why street got AAPL estimates so wrong
The iPod brand has transformed itself into a eco-system and it's just very tough to get all the variables right when a product becomes a "economy" by itself. The iPod has been one of the best marketing blitz in AAPL history or for that matter in consumer technology and it does not matter how many channel checks you do, how closely you monitor the food-chain, it is just going to be very tough to get this cultural phenomena down to a number. So cut sell siders a break and watch for the next iPod-like product because this cycle will be repeated.
No I am not a sell sider who covers AAPL.