One LCD, two OLED, say "people familiar with the matter."

Apple is lucky to have made the cut.
Every 1% drop takes another $5.30 off the top.
Read More Apple's China haircut: '$450 billion will not be the end of it'
Spoiler alert: Katy Huberty blames AppleCare.
Read More Morgan Stanley: Why Apple services growth is slowing
Brian Stelter toured the floor. This is what caught his eye.
Read More CNN at CES: 'Rows and rows of health and wellness startups'

From a note to clients by analyst Erwan Rambourg snagged by TheFly.
"I can’t believe anyone seriously thought this would be a good idea."
Read More Google's 360-degree ride to the uncanny valley (video)
From a note to clients by analyst Daniel Ives that landed on my desktop Wednesday.
I've learned the hard way not to call FUD on guidance warnings.
Read More A pair of Apple suppliers issue new guidance warnings
Six takeaways in a note to Loup Ventures subscribers posted Wednesday.
Read More What Gene Munster learned from Cramer's Q&A with Cook
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