"Apple Watch Demand is Looking Worse Than Expected"

Another day, another analyst report on Business Insider. Today, Pacific Crest analyst Andy Hargreaves believes that “demand for Apple Watch has fallen sharply from initial levels” and that they’ll only sell 5.5 million units in Q3 of this year.

Poor Apple.

What I find almost hilarious is Jay Yarrow’s commentary that comes soon after:

Even if the watch is a flop, it doesn’t matter. The iPhone is killing it for Apple, and that’s how the company makes money. Any sales of the watch are a nice bonus.

It’s possible the watch just isn’t going to be a major product, at least not right away. It may take years of refinement before it really breaks out.

True that any Watch sales are a bonus right now, but the belief that the Watch isn’t going to be a major product right away is obvious, isn’t it? It was true of of the iPod and it was true of the iPhone.

I know what you’re thinking… “Yea, but it wasn’t true of the iPad!” Sure, but do you know why? Because the iPad was truly just a bigger iPhone. There was no learning curve. There was no new user interface. It didn’t introduce any new social habits which is why it was able to get off to a faster start.

All new products require some time to mature and become popular amongst the mainstream. That’s part of the challenge.

But hey, page views, right?