7 comments

And, how do we know Hargreaves of Pacific Crest Secs, has his finger on the pulse of the supply chain? I have yet to see one of these supply chain source rumors pan out.

KenC, on September 26th, 2008 at 12:13 pm

Wow, I didn’t ’supply-chain checks’ can predict how many the iPhones Apple will be selling.

This anal yst is only second guessing as usual. I wish this guy will get sue for misleading the market when his second guessing didn’t come true.

AdamC, on September 27th, 2008 at 2:49 am

Triquint never provided quidence based on anywhere near selling chips for 18 miliion I phones. I also never saw that Pacific Crest ever raised their revenue estimates for TQNT in the first place. Tqnt will come in on the high side of their guidence or even beat the numbers. True TQNT has a big win in Iphone but it also has a diversified customer base. Looking for jigher margins and higher revenue.

William S, on September 27th, 2008 at 4:23 am

I can’t believe you actually fall for this FUD being spread by CNET’s anti-Apple dynamic geek trio. CNET’s article real purpose was as pre-emptive strike to show the crumbling business world that it’s not only RIM who’s suffering at the stake of the econony; but look Apple’s cutting back supplies of smartphones too. Notice how these articles never really pinpoint a real source- that’s because their all bogus and full of crap.

theNextsteveJobs, on September 27th, 2008 at 7:18 am

Adam: Think of supply-side checks as reverse-engineering a company’s plans. If AT&T tells you you are selling tons of 8GB iPhones, but Apple isn’t shipping more, it usually means something is afoot — like the 8GB doesn’t have a future. We’ve seen the same supply-side checks with chips to determine Apple’s plans. A while back, word went out from Asia that Apple had placed an order for a boatload of memory chips; soon after the iPod nano appeared which was highly-dependent on (guess what?) memory chips.

Ed Sutherland, on September 27th, 2008 at 7:57 am

Pacific Crest is an Investment Bank if you want to believe the FUD those idiots put out you can, I don’t. Lehman Brothers should be a telling story on why not to believe anything these investment bankers say.

kirasaw, on September 28th, 2008 at 4:09 pm

Hi Ed, let’s see.

BTW he should have cited at least one supplier in his supply chain checks to make his analysis more credible otherwise his report does not hold any water.

AdamC, on September 28th, 2008 at 7:37 pm