Dec. 14 or 16th news, two articles, Business Insider: Morgan Stanley Sees Strong Demand for IPHONEs, said 50 million all types sold Oct - Dec. 2012 quarter. Which implied 25 million IPHONE5 sold ( 4 and 4S models the rest sold ). So if only 32.5 million LCDs need to be made for IPHONE5 now, well that's actually an INCREASE EXPECTED over how many were sold last quarter of the "5 model. Which is good news since Jan. - Mar. is normally a weaker quarter than Christmas season.
I still believe AAPL delivered well during the Christmas quarter. But such negative article will only spin more negative sentiment. LG was down as much as 4% but closed down -2.2% in the Korean market. In Frankfurt, AAPL premarket is 510-ish. Those prices reflect negative sentiment. Are you implying that AAPL in the US market won't be negative today?