Thanks for the reply and I agree with you (and Tim Cook!) on not overextrapolating from such stories. A couple points: > The WSJ article, though, attributes t

Thanks for the reply and I agree with you (and Tim Cook!) on not overextrapolating from such stories. A couple points: > The WSJ article, though, attributes the cuts in component orders to weaker iPhone demand: 'because of weaker-than-expected demand In the hypothetical scenario I outlined, the reduction in component orders is literally due to "weaker-than-expected demand". In that scenario, they forecast needing, say, 41M screens but really only ended up selling 35M phones. It's off by less than 20% of forecost demand (and it still represents significant growth!), but it's still weaker than expected and that relatively small miss on expectations could easily result in a component order reduction of 50% or more due to inventory overhang and myriad other potential supply chain factors. So, it'd be wrong to conclude that Apple's forecast was literally 50% off from this story... But that's not what they said and it is an incorrect assumption to presume a 1:1 relationship between component supply order cuts and subsequent sales actuals.