Apple (AAPL) roundup: 1) Jefferies' Peter Misek, fairly plugged in to supply chain movements,...

|About: Apple Inc. (AAPL)|By:, SA News Editor

Apple (AAPL) roundup: 1) Jefferies' Peter Misek, fairly plugged in to supply chain movements, thinks June quarter iPad build plans have been raised to 20M-25M, and that iPhone build plans stand at 25M-30M. 2H build order pickups are forecast for both as new hardware launches. 2) Brian White's Apple Monitor (tracks supplier sales) also indicates stabilizing orders - April sales rose 1% M/M, slightly better than a -1% historical average (possibly good news for CRUS). 3) T-Mobile USA (TMUS) has raised the down payment for a 16GB iPhone 5 by $50 to $149, bringing the total 24-month cost to $630.