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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Road Walker who wrote (132957)	5/4/2012 10:21:10 AM
From: slacker711	2 Recommendations Read Replies (1) of 213181

I don't know, that's a strong signal. Apple has a secure handle on retail prices by retailers, I'll guarantee. Of course the bears will say they're reducing prices because they're not selling... which is not the Apple I know. A June launch would mean that Apple would need at least 40 million 28nm basebands in the September quarter. There is just no way to square that with Qualcomm's guidance for the 28nm ramp and their overall financial guidance for both the June and September quarters. and it is nearly a 100% probability that Qualcomm will be supplying a 28nm baseband for the iPhone 5 considering their guidance for total LTE shipments exiting 2012. Qualcomm is who I follow most closely but I dont think we are seeing any signs of a early summer ramp from any of Apple's other suppliers either. Slacker

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