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Re: tomm post# 80679

Monday, 11/03/2008 11:52:50 PM

Monday, November 03, 2008 11:52:50 PM

Post# of 147350
Today was the LEAST volatile day for AAPL in a long time - so I'd like some of what Goldman is smoking that lets him see things like "yet another panic" and "torpedoed". Anyway, we'll find out in January what, if any truth lies at the bottom of this.

BTW, that IMEI spreadsheet you posted, it seems to suggest there is ~3 weeks from manufacturing floor to sales floor. That would imply anything being built right now reflects product demand for AAPL's Q1, not Q2.


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