If what you say is true, anantksundaram, how do you account for the AAPL pullback to $117 (+/-) earlier this year and $176 today? Does the backend iPhone revenue come and go with the tide? And if so, what will happen when 20 million (+) units reach customers' hands in the next twelve months? Looks like a tsunami to me. What say you?
6/25/08 at 9:53am