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tom: brian, before we talk about that forecast, what do you make of the fiscal first quarter. some pretty big numbers reported. some big numbers, but a little lighter than consensus, around 48 million iphone units, 22 million ipad units, a little less than consensus, and a little disappointing to investors, and certainly when you have the forecast that was light on top of it, it makes for a disappointing quarter. tom: i can already hear those apple shareholders saying financial expectations are just impossible for apple to exceed. they re so high. what do you say to them? well, i think investors may have caught up to apple s stunning growth, but perhaps the law of large numbers, i think growth is getting increasingly harder to achieve. i think the easy growth has already happened in the iphone in developed markets like the u.s. the next wave of growth will come from emerging markets, from china and lower-priced phones. so apple may have a harder time getting that sort
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