[potatoguy]

5 million is what i remember hearing.

[OMGitworks]

Thorsten said they were 50% ahead of what they thought right? I'm sure they were not running out their projections in a "Going out of Business" suicide plan. If they are 50% ahead that is extremely good news. Also 50% ahead means out of stocks will absolutely occur AND be genuine. Sit tight boys and girls.

NO, what he said was it was 50% better than ANY PREVIOUS LAUNCH. He didn't say they were 50% ahead of projections or plan. BIG difference.

[Superfly_FR]

There was a Raymond James analyst who calculated it based on some assumptions such as $4.05 billion operating expenses, $3.9 billion in services revenue, something like 24 million BB7 devices sold at negative margins, and a $375 ASP with 30% margins for BB10.

RIMM: Target 18M BB10 Units for Profit in FY14, Says Raymond James - Tech Trader Daily - Barrons.com

I think he's being too conservative with BB7 margins (seems to work out to negative margins of $48 per device, while last quarter was something like negative $13 per device), and the ASP seems low from everything else we've heard. I'd argue that breakeven is probably more like 13-14 million BB10 devices.

+1.
Z10 ASP seems more likely over $500 yet (my base calculation for Z10 device after the launch is €450) ... so, let's maintain the 18M target and watch the stock skyrocket when ASP and margins are revealed in ER.