They exceed forecasts by
doomsday of Apple, as the prognosis of 21 December revelation Maya exposed, but
another analyst lowers expectations for the company.
Christopher case
Susquehanna Financial Group says that Apple, the iPhone "orders to March
to 1 35 million quarter has reduced to a variety of vendors. Previously, the
company had seen orders of between 40 million and 45 million, according to
Barron.
Given this new information expectations of Apple supply chain analyst
miss Wall Street in the December quarter or in the expected March quarter or
maybe both.
We conclude that
projections for iPhone shipments are likely to Miss in the December quarter the
quarter of March, or both Case wrote in a note of research by
Forbes. Our controls shown in addition additional discounts for the
production of iPads 10-inch,
suggesting that the mini iPad battles from the
larger iPad, even against the opinion of others is effective".
However, no reason to
panic, offers notes of analyst that concerns the cannibalization.
"We believe that it
can cause panic and say, that already reflected in the current share
price," he said. "But we do not believe that we can say, that recent
cuts in production are irrelevant, something has changed in reality".
i phone 2013?
Case also said that it was
not by Apple to launch an iPhones next generation in the near future.
He wrote "because the
iPhone 5 has just been released a few months ago (and in China, there are only
a few days) do not think that it is plausible that when shortly after the
release of the iPhone 5, AAPL is a new phone". "We have not seen or
signs for a new phone in production". We have heard that discussions on an
iPhone at low prices, which could be initiated, if AAPL updated the iPhone 5
(high cost of 5 iPhone screen can make it difficult to make this phone in the
lower price ranges). "But we do not believe that the launch of a new phone
explains recent production cuts.
