Gruber links to Blogett, who has the interview that has spooked cameronj on Tim Cook.
These guys who come up with simple-minded theories about "what's wrong at Apple," and present them as if they're giving you the deepest intelligence imaginable, are part of the media pathology.
They start with the wrong assumption. The problem is with the Market, not with Apple. And the problem with the Market is that it's being manipulated by the media. Like with this interview.
Apple's thinking seems to be, we can release a great little iPad if we can do a machined aluminum back, light in weight, cheap in price, but only if we can do a G/F2 touchscreen. Can the two suppliers in the world that can do those G/F2 films perform at the level we need for x millions of minis? They say so, but we won't know unless we try, will we? So let's try.
I'd rather see Apple try this and have a limited success at first, and good success eventually, than to not try it until some time in the future. In other words, to not do a mini for the holiday season, playing it safe just to please the stupid pundits and the stupider Market.
A ridiculous interview. Watch it and laugh, especially when Ms. Chang comes in with her chirpy little leading questions.
Edit: fixed linkEdited by Flaneur - 2/4/13 at 10:45pm