Quote:
Originally Posted by PatNY
murray, admittedly, a lot of the reports don't jive with one another, or have some internal inconsistencies as you point out. But the reports are just too numerous to ignore. And they all generally say the same thing.
|
They all say the same thing
because they are all just repeating the same story.
There is one story here, from the Japanese newspaper.
There is
possibly separate information from the WSJ, or possibly they are just repeating the same info.
Everything else is just following on from that.
From the WSJ article:
Quote:
|
Japan's Nikkei reported earlier Monday that Apple has slashed its orders for iPhone 5 components.
|
From the Gizmodo article:
Quote:
|
The Wall Street Journal is reporting that Apple has cut orders for iPhone 5 components due to "weaker-than-expected demand" for the device.
|
From the CNET article:
Quote:
|
The company cut its orders last month for iPhone 5 screens for the first quarter of the 2013 calendar year by roughly half its original target, sources tell The Wall Street Journal.
|
From the Independent article:
Quote:
|
The iPhone maker has almost halved its order of liquid-crystal display panels from key suppliers, according to the Japanese newspaper the Nikkei.
|
This is what I was talking about earlier, they are all just reporting on the reporting.
Quote:
|
As has been said, where there's smoke there's fire.
|
No, quite often there is just smoke. (And occasionally mirrors.)
Quote:
|
Regarding the 65 million -- well one report I did see says the cuts extended beyond the iP5. So that 65 million number could include all tablets as well as the iPod Touch and iPod Nano which has a capacitive touch screen.
|
So we don't even know what the number (that we don't know is correct) applies to?
But these are hard numbers?
Again, I couldn't care less how many units Apple have or haven't ordered, I just dislike the sloppy reporting that is then treated as gospel.
Oddly, if you take the first dubious number (65 million orders), then apply the second dubious number (orders reduced by 50%), you end up with around 30-35 million units, which sound like a very believable number, perhaps even on the high side for a non-release, non-holiday quarter. That is why I find the 65 million number so unbelievable.