Julian Ivan-Alexander

Apple Rumors: Mac Upgrades and iPhone Production Drop

I call bullshit on this. We hear this crap time and time again when Apple is in the middle of a product transition or new product introductions, and the Street starts as screaming about production cuts and falling sales.

Later, as with iPods, Macs, and iPhones, it turns out they were simply ramping down one model in order to raise production of another (in the case of the 4GB iPhone being cut - remember the call that iPhone production has been slashed by 50%?). This could be more of the same: the 8GB version being cut in preparation of a 16GB/32GB line-up or even a new model iPhone to expand the product line.

I simply do not believe that iPhone sales are falling by 40%.... that's just bollocks, and typical narrow-minded analyst group-think, even in the face of EVERY similar production cutback in iPods and iPhones actually being to do with new models being introduced, or lower-spec'd models being cut out of the line because they weren't selling.

FBR have this all wrong and are stupidly not accounting for this, simply instead calling for plummeting sales and production cuts of 40%. Dumb dumb dumb.