Apple is doing the absolute best thing with ZERO response! SPOT ON!
The no response tells investors they do not agree with the lies spewed from "sources" and by not responding it keeps from becoming a scenario of bickering little girls and "he said, she said". Do you want Apple to have a full time staff dispelling rumors no matter how ridiculous they are? Apple is spot on by letting real numbers speak for themselves, and that will be on January 23.
I'm with you 100%, Silver. For all we know, Apple has decimated the results from the multiple-colored iPod Touch series over the holidays and has moved ahead with plans to launch the multi-colored, multi-sized 5S phones at the end of March, and that's the reason for the order cuts.
In other words, if they truly are making the move to different colors and sizes, there's a LOT that needed to be tested, and they would have needed preparation for 2 scenarios: Scenario 1-The color-testing (we all know how anal they can be about this) and multi-size testing takes longer than expected and they need to keep rolling out the existing iPhone 5's. Scenario 2-The color and size testing goes smoothly and they're prepared for a late March rollout, thus cutting component orders for the iPhone 5, and they are ready to rollout the iPhone 5S.
In short, there is *nothing* that one can take from component cuts, other than speculation.