Which makes it hard to dispute or support. During a period of world wide expanding availability and product upgrades, Apple spends an extra 25% over estimates on capital expenditures. The reason is... [fishes around in butt] Multi-billion dollar investment in Sharp! Plausible, but pure speculation, followed by more speculation on the results of the speculation, which is now reported on an internet rumors site. I guess that makes it an absolute metaphysical certitude.