The writer of the article apparently didn't get the memo that stories like this were supposed to be published back in October, when everyone was piling on AAPL simultaneously. Now it's just old news, and doesn't really hold up when you compare it to all the other positive articles that are now appearing (iPad minis selling fast!; iPhone wait time shortens!). Hedgies order up the negative articles in October and the positive ones in December-January. It happens every year, as they play the retail investor like a fiddle.