I think most people don't understand is that apple plays and manages the media and us thru these negative stories. A month a go lets say apple sales were expected to be 100 now they got this story released that apple cut its orders in half. So now people will bring down their expectations to about 50. Then when Apple releases it numbers next week the actual sales will be around 70-80 so instead of apple performing below expectation every news paper will be like apple blew thru its expected figures and they will make a huge deal about it.
But in reality those same figures a month ago would have had a negative effect people perception on apple.