"While most of the top 5 vendors experienced double-digit declines during the quarter, Apple's outsized decline was the result of unfavorable year-over-year comparisons."
"In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row." — Analyst Samik Chatterjee

From Dan Gallagher's "Apple’s Easy Google Money May Get Harder to Keep" in Monday's Wall Street Journal.
When the alarms sound, the mood of the looters turns on a dime and lot of good hardware ends up on the street.
Read More Watch the effect of Apple's stolen iPhone warning (video)
Like most of Michael Lewis' works, "Going Infinite: The Rise and Fall of a New Tycoon" is a made-for-Hollywood page-turner.
Read More Apple TV+ paid $5 million for rights to the book I just finished

From Brian Merchant's "Column: An Orange County entrepreneur’s $60-million legal battle to stop Apple from steamrolling startups" posted Thursday by the LA Times.
From Gurman's Power On column, mailed early Sunday to Bloomberg Technology subscribers.
Read More Mark Gurman: What's next for Apple's Vision Products Group
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