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Wednesday, Dec 5
2012, 1:31 PM
More on Apple: In addition to higher margin requirements, some think shares are lower due to a...
More on Apple: In addition to higher margin requirements, some think shares are lower due to a Digitmes column noting sources think Apple may cut its calendar Q1 iPhone component orders by 20% Q/Q. However, it isn't clear if the sources are merely speculating about a demand slowdown, or if their opinions stem from current trends. Apple's calendar Q1 iPhone sales fell only 5% Q/Q this year, but that was partly because of a giant Chinese inventory ramp. Cirrus Logic (CRUS -2.8%) is again following Apple lower.