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More on the iPhone and its component suppliers: Jefferies' Peter Misek says contract...

  • Friday, December 14, 2012, 12:53 PM ET
    More on the iPhone and its component suppliers: Jefferies' Peter Misek says contract manufacturer checks indicate suppliers have seen big order cuts in the last 24-48 hours thanks to ongoing production constraints. He thinks the iPhone 5's build rate is currently at 15M units/month, with a goal of reaching 20M/month in January. Misek his cutting his iPhone and gross margin forecasts for Apple (AAPL -3.4%), but believes demand is strong and that the Chinese launch may be muted due to bad weather and Apple's insistence on pre-ordering to prevent riots. (previous: I, II)
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This news story has 9 comments:

  •  
    Thanks for the update, but too much "news" on Apple right now. We need a breather. It seems that no matter what is reported someone puts a bad spin on it.
    14 Dec 2012, 01:04 PM Reply Like
  •  
    Why can't you and anyone else get this right? Just two days ago stories came out saying orders were up, everything was strong. This AAPL reporting reminds me of the news on how one day coffee is great for you, the next how it's bad for you, the next how it's good for you.
    14 Dec 2012, 01:17 PM Reply Like
  •  
    yep, time better spent putting up Christmas lights and sipping Brandy........good. time to unplug til earnings....
    14 Dec 2012, 01:18 PM Reply Like
  •  
    Just more tightening of the slingshot, as a few more lemmings are herded over the cliff. AAPL now at a truly preposterous 11.5 P/E ratio.
    14 Dec 2012, 01:46 PM Reply Like
  •  
    Want some advice??Quit reading it and listening to it for a few weeks.
    14 Dec 2012, 01:48 PM Reply Like
  •  
    these downgraders are just trying to push the price down so they can get in on the profits.

    there's always an evil motive and a bullchit reason
    14 Dec 2012, 03:24 PM Reply Like
  •  
    I started buying today. Price looks good. last two times it was at 509, it moved up nicely.

    Also, you can see how the media has twisted the bullish news about China sales.

    I look at the excellent products, not the securities analysts, who have to gain readers with sensational headlines.
    14 Dec 2012, 06:19 PM Reply Like
  •  
    Just stop listening and wait for the earnings, Turn everything off
    16 Dec 2012, 08:13 AM Reply Like
  •  
    advait benjamin ..iam an apple madman....i started to buy in 2004.

    i love steve .....he is enlightened
    i am sick of all the bad comments of the analists who do not have the stock
    i know, after the deal of the cliff,the wallet of the sinterclaas will open and the sales of apple will sky rocket.
    and then trust ......the new innovated products of apple will amaze us.
    benjamin
    16 Dec 2012, 09:28 AM Reply Like
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