Did Foxconn overproduce in December, making too many iPhone Xs too fast?
From a note to clients by Rosenblatt's Jun Zhang that landed in my inbox Wednesday: Lowering June Quarter iPhone Shipment Estimate from 41 to 38 Million…
I've seen less suspense at an Apple product launch.
Read More Handicapping Apple's March quarter revenue guidance
From a Counterpoint press release posted Wednesday.
Read More Americans bought a record 22 million iPhones in December
"Supply-chain negativity looks like a buying opportunity to us." — Guggenheim's Robert Cihra
BMO downgrades Apple
8 years ago
8 years agoA ballsy move to make based on "much in the press about order cuts."
From a note to clients by Deutsche Bank's Sherri Scribner.
Read More Analyst: iPhone X demand not living up to high expectations
"It’s going to be one of the more entertaining quarters," says the veteran Apple watcher, now at Loup Ventures. "Something doesn't add up."
Read More A chat with Gene Munster about the wild Apple chatter
Neil Cybart has a theory.
Read More Apple souffle: Who's behind Nikkei's supply chain leaks?
Nobody expects Apple to release a unit sales number when it reports its quarterly results Thursday.
Read More How many Watches did Apple sell last quarter (fiscal Q1 2018)?
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