> but there is a perennial pattern of analysts interpreting order cuts at a single supplier as evidence of a slowdown, and being mistaken. Exactly this. I didn

> but there is a perennial pattern of analysts interpreting order cuts at a single supplier as evidence of a slowdown, and being mistaken. Exactly this. I didn't say it before because I didn't feel like trying to dig up sources on this, but I feel like we've had several instances already where "analysts" predict a slow quarter for Apple based on news coming out of a supplier of Apple cutting inventory orders, and then it turns out that Apple had a great quarter and presumably just used a different supplier instead.