vgmatic

Overall IT Spending Remains Soft; Research In Motion Comes Out Ahead

Here is what you heard. AAPL clearing stores out for the much heralded IPHONE replacement. Here is what happened. The company failed on the supply chain side as I said a month ago. Here is what is going to take place. RIMM with corporate ties will now take Apple to task in the commercial marketplace with kids, teens, and families. While Apple continues to fumble in supply chain.

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!