Quote:
Originally Posted by wizwor
I read this yesterday. Like all second level reports (reports based on information from Chinese manufacturers), the possibilities are endless...
1) Apple sales are way off
2) Apple has switched manufacturers
3) Apple has a new screen tech/spec
Only one of these is bad for Apple. The report smacked the stock price. That could be manipulation. All that we really know is that a company in Asia has told someone that Apple pulled a lot of orders.
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First, these are Japanese manufacturers. Not Chinese.
Second, how many LCD suppliers could Apple have? AFAIK, the only other major manufacturer who has done screens for Apple recently is Samsung. And I doubt Apple is pushing extra orders over to Samsung!
And if Apple had a new screen tech/spec, then one of the 3 LCD companies mentioned could probably handle it. Especially if it were just a revised spec.
I tend to think the report is either true or false, and not that there is another explanation which mitigates the bad news.
--Pat