Today Apple announced 33.7M iPhones for their 4th quarter ended September 30, up from 26.5M a year ago, and flat vs. last quarter. Street expectations were anywhere from 3l to 37M, so they 'got it right' while the group I touted last week, ARGUS INSIGHTS, was low, @ 27 to 31M. They, of course, are working on their algorithms--they've hit seven of the last eight quarters, but no one's perfect, especially in this grab-bag marketplace.
What about Apple? Well, with Carl Icahn now involved, stay tuned. Maybe Meg should call him?
Nope, perish that thought.
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