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Lowering their forecast for fiscal 16, citing what it calls weak supply chain data points. Everyones trying to game out not just the december quarter but the next year. Does this call make sense . It does. I think the holiday is going to be strong. Tim cook has already said expect the Holiday Season to be up unitswise and revenuewise ver versus a year ago but after that its questionable. The apple watch needs an overhaul to be a mass market success i think. Beats, i didnt like that to begin with for 3 billion. I think its still bad. The main defense for it is how do you tell tim cook how to spend 3 billion . But they have not overhauled the headphones, the key product there, in more than a year. Thats embarrassing given the demand for that kind of product so there you have it. Big product changes are what drives it. The consumer still has money for technology that they want. Thank god that they did the large form factor phone. Over the past three quarters, the large phone has gone from
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