Last week, contrary to a rumor from JPMorgan, I suggested that the 25%, Q4, iPad order "reductions" were just a result of FoxConn moving some of it's operations to Brazil. If this iPhone 4S part pictured above is legit, the report leaked late last week looks like JPMorgan taking it down so they could get in under 4...or maybe Apple (AAPL) has peaked? You decide.......
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