iPhone counts may have actually increased since last month's supply chain report.
The buyside, he says, is willing to wait until spring.
Silicon Valley's most-feared journalist—male or female—tells Tim Cook et al. to grow a pair.
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"This is, in my opinion, the biggest Apple screw up in recent memory." —John Gruber
Give him 32 minutes and he'll give you the world.
"Look, this is obviously a circus.”
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America's No. 1 talk radio host (13+ million listeners) is also a huge Apple fan
"It's all about volume."
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"We find this interesting as it is counter to prevailing thought."
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"The quicker they can get in there and get comfortable, the better."
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