- Ahead of Apple's 1PM ET iPad event (webcast, live blog), Cowen's Timothy Arcuri has joined Reuters in reporting retina iPad Mini (AAPL -0.6%) supplies will be light until 2014 due to display manufacturing issues.
- Former Apple employee Jamie Ryan reports hearing from a couple of current employees Apple has prototyped an iPad keyboard cover similar to Microsoft's Surface Touch Covers. If Apple launches a keyboard accessory, it could be bad news for Logitech (LOGI +0.7%), whose Ultrathin iPad keyboard covers have sold very well.
- Though multiple reports indicate Apple has slashed iPhone 5C production and upped 5S production, Localytics' latest activation data indicates the global ratio of in-use 5S to 5C units has fallen to 2.3:1, from 3.3:1 near launch time. In the U.S., the ratio has dropped to 1.9:1 from 3:1.
- Localytics also reports the second and first-gen iPads (neither have retina displays) still respectively make up 38% and 8% of the global iPad base; many of those users might be keen on upgrading. The 3rd-gen model is said to be make up 19%, the 4th-gen 18%, and the Mini 17%.
at CNBC.com (Nov 19, 2014)