Quote:
Originally Posted by PatNY
So, are you saying that Apple routinely orders 30-60% more component parts than they really need to account for defects? And that all of a sudden last quarter they suddenly experienced roughly 5-8 million fewer defective screens than anticipated so they canceled the following quarter's overages by that amount?
Isn't such a defect rate a tad high? 
--Pat |
Read again: I'm quoting.
(With a bit of snark, too.)
Plus the oversupply isn't just for QA replacements but also for meeting any surge in holiday demand.
And finally, the report say the cut backs were not that big a deal. The quoted number weren't thepercent of *apple's* orders but of the specific supplier. So if the supplier got cut by 50% but they only provide 30% of the screens, then Apple cut back by at most 15%. Its not as if the rumor said the cut-back with *all* screen providers. Nor did it said if they were increasing elsewhere. Maybe one of the screen makers gave Apple an extra discount to switch orders to them.
The problem with relying on rumors, or "wise men" for that matter, is that they never come right out with the whole story; it's just innuendo, inferences, and tea leaf reading.
That's why I said that is the story--for now.
The objective is to generate traffic and ad revenue and if it takes a tempest in a teapot...