Pete Mitchell

Apple Reduces iPhone Planned Builds, Suppliers Could Suffer

AAPL's iPhone margins are increasing with the continued fall in Nand memory pricing. Looks like AAPL believes it'll sell 14-15 MM iPhones in '08. New iPods are flying off the shelves and this will accelerate into the Holidays. Macs will continue to take mkt share and set new volumetrics records . . .

This stock right now may be the buy of the century.