[Tloewald]

Big if.

Apple has made a generic margin warning in its q4 press release, but did not make a thing of it as in past instances. Q4 was down to 40% from 40.3% a year ago. Do you think Apple plans to break with years of tradition and start pumping its forecasts?

The two questions are whether the iPad mini is actually a low margin product — but if Google can sell the Nexus 7 at break even for $200 this seems pretty doubtful to me (the iPad screen and camera notwithstanding) - and whether Samsung's processor price hike will have a meaningful impact.