[alwaysinshade]

> No wonder no one is buying it.

"Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor.

I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on."

- Tim Cook, Q1 conference call, regarding rumors that demand for the iPhone 5 was waning. Q3 results? 31.2 million iPhones sold.

Analysts aren't very good at predicting things when they're using isolated data points from the supply chain.

[sfjailbird]

Did you read the article? Shops say shelves are full of 5Cs all over the place.