Another Research Note on Apple's Build Rate Finds Strength in Macs, Weakness in iPods and iPhones

I’ve come across a second Street research note addressing the status of Apple’s production plans.

Yesterday, as I am sure you will recall, I wrote a post about a note by Friedman Billings Ramsey analyst Craig Berger, who said that he had learned that Apple had recently increased its productions plans for the iMac, while reducing orders for iPods and iPhones. Some people criticized the findings, noting that there were several potential explanations. One theory: the company is slowing production of older models in preparation for new models.

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