vgmatic

Apple: Taking Some Chips Off the Table at Current Prices

You are astute in your timing. When viewed technically on a 2, 5, or 10 year chart you will see a damaging double top forming. Additionally Apple has a supply issue on parts not a transition issue on product. It would be highly unlikely that a company would bleed its channel, then its web client enablement leaving 1-2 months of open season for its competitors. Once the customer buys the RIM or other 3G smartphone they will not be in the apple fold and that is a mistake from marketing and sales. You are astute in de-chipping!