rwes
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Apple's new 4-inch iPhone to enter mass production soon, estimated to ship 12M units in 2016
tokyojimu said:I think this is a mistake. No one wants a small phone (except maybe people who have never used a larger one). Even 12 million might be on the optimistic side. -
UBS sees record 75M holiday iPhone sales driven by Apple's lower priced models
sog35 said:lkrupp said:Unfortunately these results will now mean nothing in terms of AAPL. Analysts are worried about the upcoming next quarter in which they predict doom and gloom for iPhone sales. Supplier checks prove it don’t you know.
Different quarter.
This is why Apple needs to refute supply chain bullshit when its first reported.
IMO, Apple would be at $110-$115 right now if Cook refuted the supply chain rumors in early December.
It would be still down 15% from its highs because of the broad market decline but no way would it be down 30% like it is now.
This is all about controlling the narrative. When the first supply chain rumors began in early December, Cook could have simply tweeted this to kill of these rumors:
"We are on pace for our best holiday quarter EVER!"
"Remember supply chain checks are inconclusive at best and misleading at worst."
"Remember those supply chain rumors in 2012? 2013? 2014? How did that work out?"