Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: langosta who wrote (186529)	12/16/2015 6:17:40 PM
From: pyslent	Read Replies (2) \| Respond to of 213185

I wonder if it turns out that Apple's January report refutes the "supply chain" rumors, it will put an end to such rumors in the future. It isn't only supply-chain based tea leaves that are forecasting a YoY iPhone unit hangover. Metrics of sell-through such as Kantar and Fiksu are consistent with a slowdown in end user purchasing as well (albeit with a US slant). Sure, Apple's guidance was reassuring, and as Slacker mentioned, early in the quarter, there were positive data points in the supply chain, but it could certainly be that things have changed for the worse. Certainly, Cook hasn't said anything yet about March, and it looks like the street is bracing for guidance to come out with a 10% decline. I haven't seen any evidence to the contrary.