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Old 01-19-2013, 02:22 PM   #140
Sil_liS
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Quote:
Originally Posted by PatNY View Post
No, that is absolutely incorrect. The only thing CNET says is that Semenza is giving revised estimates for the first quarter. But, the NYT's is saying that Semenza has hard numbers for the January orders. The January orders are real, according to the NYT's. And Semenza then took those hard real numbers and used them to revise his estimates for the first quarter.

CNET = estimates (Q1)
NYTs = real numbers (January)
There are no real numbers. NYT never said that 19 million was the number of displays that had been ordered, that is just something that you are sure that they are implying.

Quote:
Originally Posted by PatNY View Post
Nowhere does it say that in the CNET article. And, in fact, he never said he lowered his estimate for the previous quarter's quantity. He says "It may be dialed back" but he hasn't done it.
Right, because he is really going to give an estimate now, so close to the day when Apple will show their results, to point out how wrong he can be not just in predicting the market trends, but in figuring out how the market was last quarter.

Quote:
Originally Posted by PatNY View Post
Again, there is no indication whatsoever that he used a possible unknown drop in the previous quarter's quantities to drop the following quarter's estimate by 15-24 million. There's a big hole in your logic. It doesn't even make sense.
So in your opinion one quarter's sales don't have an impact on next quarter's order?

Quote:
Originally Posted by PatNY View Post
How is that nit-picking the hypothetical story? You are essentially agreeing with it, lol.
You are seriously saying that by pointing out the obviously huge flaw in the argument I'm essentially agreeing with it?
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