Apple reports that 62 of its 164 U.S. retail stores–38 percent–will not have supplies of iPhones on Monday, a substantial increase from the 24 stores without supplies on Sunday. The geographic distribution of the no-phone stores is also more widespread. On Sunday supplies were zero mostly at California, Texas and Florida stores, but Monday’s “all outs” are scattered from Hawaii to Utah to Wisconsin to New York. California, however, took an especially hard hit: of the state’s 36 stores, only the Stonestown and San Francisco stores have stock of the iPhone. Check my iPhone Index daily in the right column, showing how many stores will have supplies, and the trend from the previous day (click the number for more info). The eBay market continues to be light, with many zero-bid auctions for iPhones, and most of the done-deals in the $700 to $750 range.
Financial analysts at Piper Jaffary estimate that Apple sold 500,000 iPhones through Sunday evening. However, that figure seems high based on 1,000 iPhones per Apple store (based on delivery witnesses) and a very high estimate of 100 iPhones allocated per AT&T store. Taking into account that not all Apple stores sold out but that AT&T did, a closer estimate is somewhat fewer than 360,000 iPhones sold over the weekend.