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Technology Stocks : Apple Inc.
AAPL 278.72+0.5%3:59 PM EST
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To: slacker711 who wrote (145994)12/6/2012 1:11:43 AM
From: pyslent  Read Replies (3) of 213176
 
"The increase is only 6.7% YoY."

FWIW, AT&T's new full year guidance of 26 million smartphones only allows for 9.3 million in Q4, which would be essentially flat from last years' 9.4 million. I find the timing of the raised guidance interesting. They had an opportunity to either reiterate or raise guidance at the last earnings call if they were either surprised by the early iPhone 5 launch or impressed with its launch volume, and they did not. Is the updated guidance not related to iPhone, then? Or are inventory levels coming into balance earlier than expected? Or is the raised guidance due to something else more recent (Lumia 920 outperforming, for instance).
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