Valuable Insights Strong results from $SNDK, all about the guide, but expect it to be solid. Have real concerns on $AAPL iPhone guide, expect major whiff.
10/18/12
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Ashraf Eassa: Valuable, could you put out an article explaining your reason for being cautious on iPhone? Would love to read it.
10/18/12
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Valuable Insights: Plan to do so. I'm not concerned about demand, maps, purple haze photos - think real mffg issues abound that have yet to be solved.