"... implies a message from management that the company is back on track."
It implies no such thing. Any analyst worth his salary has known that the company was not off-track, so how could how they be "back".
Turkeys. All of them.
I've been listening to iTunes Radio on my Mac and the stations don't keep working. They stop or stall a lot.
It's not network-related as the connection is 25Mb/s FiOS, hard-wired.
This feature still needs work.
Analysts are just looking for mentions/hits, not accuracy.
If Apple dropped the price of iPhones, they will pound it for loss of margin. If Apple maintains the price then they pound it for lack of market share.
There's no innovation with these guys, no creativity at all.
Best thing to do is recognize that they don't understand, and then ignore them.
@rjc999 - useful comments but remember a couple of variations:
1. "Sooner or later the App Store's advantages in content will be eroded." It possibly has been already, in terms of titles and overall ability. But Apple's store is curated and Android stores are not. I, for one, do not want AV stuff on my phone killing the battery.
2. reports indicate that Apple's cost-of-manufacturing is better than anyone else. Competitors will have to work hard to compete on price. Since...
No, this does not make sense.
Apple has always reported SALES and not SHIPMENTS. In fact it has occasionally pointed out that other vendors do report shipments, and sometimes inflate them by channel-stuffing.
The shipments may be down but that is just routine pre-update drawdown.