Thursday, October 15, 2009
Demand exceeding supply for the Apple iPhone 3GS is one of the big takeaways from Piper Jaffray analyst Gene Munster’s earnings preview for Apple’s September quarter and it obviously bodes well for the company’s investors. Munster sees Apple beating the Street’s estimates thanks to increased Mac and iPhone sales.






Looks like Piper Jaffray analyst Gene Munster’s second estimate of Apple’s weekend iPhone sales underestimated demand just as badly as his first. Apple didn’t sell 500,000 units of the iPhone 3GS over the weekend, as Munster first predicted. Nor did the company sell 750,000 as he said in a research note this morning. It sold over one million. Moreover, downloads of Apple's new iPhone 3.0 software, launched last Wednesday, have already reached six million.


“iPhone 3G S Available at AT&T Tomorrow.” That’s the title of the press release that just landed in my inbox--even as the lines form in New York City and Tokyo. Never hurts to state the obvious, I suppose.

10 am PDT, 1 pm EDT.
Forstall returns to the stage for some final words about iPhone 3.0. Free for iPhone owners. $9.95 for iPod Touch owners. Available worldwide June 17. GM seed available to developers today. And with that he hands the keynote back over to Schiller. Schiller talks up the iPhone 3G, noting that two thirds of all mobile browsing is now done from iPhones and iPod Touches. He pulls up a graph of various app stores and the number of apps available at each. Apple’s App Store far exceeds them all.
So what’s next? iPhone OS 3.0, obviously. Its new features: cut, copy and paste, which works across apps and undo support via shake. Also, Landscape view and keyboard for all main applications — mail, messages, etc. MMS support has been added as well. But it's carrier-dependent. In the states, for example, AT&T won’t be supporting it until late summer (audience groans).
What does Apple have in store for its army of third-party Mac OS X and iPhone developers at its Worldwide Developers Conference in San Francisco today? Click through for a liveblog of the keynote and full coverage of the event, happening now.
If Apple is planning to release a new iPhone this summer, it will likely unveil it June 8. That’s day one of Apple’s 2009 Worldwide Developers Conference and historically the day on which its keynote address is delivered. 
