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32 posts and columns on supply
Apple’s Selling More Macs Because It Finally Has More Macs to Sell
Apple is still working toward supply-demand balance with its new iMac.Still Not Enough iPhone 5s to Go Around
Two weeks after its retail debut, the iPhone 5 continues to be difficult to come by.Why Didn’t Apple Sell More iPhone 5s Opening Weekend? How Do We Know It Didn’t?
Were iPhone 5 sales constrained by unexpectedly heavy demand, component shortages, or tactical choice? Or were they really constrained at all?Apple CEO Tim Cook to Appear as Opening Speaker at the D10 Conference
Welcome for the first time to the red-hot seat of D: All Things Digital, Mr. Cook!The World Is Overflowing With Memory Chips
The economy, the euro and Thailand have combined into a perfect storm that has caused memory chip inventories to pile up to extreme levels.Apple's Touch-Panel Appetite Leaves Little for Rivals
Apple is to the touch-panel business what Starbucks is to the coffee business–a market maker and mover. Particularly a mover. To wit: Claims today that Apple’s voracious appetite for the component is expected to cause an industrywide shortage this year. According to Taiwanese trade mag DigiTimes, Apple has locked up nearly 60 percent of the world’s touch-panel capacity.News Byte
Citing Unprecedented Demand, Verizon Asks Employees to Hold Off Buying iPhones
Verizon has asked its employees to strongly consider holding off on their own iPhone purchases to allow non-employees to get first crack at getting the Apple phones, which are expected to be in short supply. A Verizon Wireless spokeswoman confirmed the move, saying “We always put customers first.”Voices
Supply Data Now a Focus of Probe
Has the “channel check” become a criminal act? Wall Street analysts have been left bewildered in recent days, as federal prosecutors begin to home in on insider-trading cases that appear to involve routinely published information about public-company supply chains. Case in point: Apple.Apple Has $51 Billion and a Shopping List. Is Facebook on It?
Steve Jobs told analysts that he’s hanging on to his giant cash hoard for a rainy day–and a couple specific things he’d like to buy. Perhaps he’s discussed this with Mark Zuckerberg…Voices








