[seven_stones]

As already mentioned in this thread, expectations of how it WILL do for this quarter are astronomical. Sales numbers that are already in back this up.

Also see here: http://news.ycombinator.com/item?id=3128143

So, no, this shift is not explained by how anyone thinks Apple will do in the near future.

[function_seven]

Good link. I'm not sophisticated enough to consider those aspects. I was really only referring to the spectre of beating YoY numbers by %50, and it still being considered "below expectations"