rwes

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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.
    I've used my iPhone 6 for over a year. *Still* consider it too large (for me), and would not consider anything larger. *if* the released version (of this supposed 4" revision) has the same components as the current iPhone 6s, I know I will be picking one up on day one! I doubt I'm the only one, but certainly I don't think "no one wants a small phone (except maybe those people who have never used a larger one)." Is accurate. We'll see...
    mike1jfc1138pscooter63realjustinlongjust cruisincaliai46
  • 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.
    The same crap.
    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?"
    Or simply say nothing, and buyback more of the company at a lower cost? And sell, obviously, when higher, if/when those relying on supply chain checks are proven wrong?
    jbdragondelreyjonescali