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Apple Inc. Message Board

  • bbandassoc bbandassoc Jan 14, 2013 9:13 AM Flag

    Best guess.

    The assumption everyone seems to be making is that they are cutting back orders they already placed for Jan - Mar rather than simply placing lower orders for the next quarter to reflect seasonal demand and inventory. We'll find out no later than 4:30 ET on the 23rd, but since there is no way on God's green earth they would have ever placed orders for 65M displays in the Jan - Mar period, I believe this is normal seasonal and inventory adjustment ordering for Jan - Mar and while perhaps 50% lower than what they ordered in Oct - Dec is not a cut in already placed production.

    Sentiment: Strong Buy

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