Quote:
Originally Posted by PatNY
So, would you dismiss the hypothetical story as well?
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Yes, as I had already said earlier in the thread.
A story is either believable or not.
Numbers are either reasonable or not.
My personal bet would be that there is at least a 25% chance that Apple's 2013Q2 figures are below their 2012Q2, which were exceptionally high.
35-45 million sounds like a reasonable range.
60-65 (the scaled up numbers in your hypothetical story) do not, too me, seem reasonable, for a non-release, non-holiday, quarter.
I'd put the chance of their 2013Q2 iPhone sales being over 60 million at less than 5%.
Maybe I'm too bearish on iPhone sales, and next week's figures will show something shocking, but that would be my reaction to that story.