Apple Q4 2019: The iPhone and the aftermath

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If you go by the biz pub headlines, the iPhone is suffering. It’s always suffering. In the old days, it was perpetually going to be late, or constrained, or facing weak demand. But, a few years ago, when I and others called them out on it, and it blew up spectacularly, there was a shift in strategy. From big, sketchy reports to kind of slow jamming the neg. So, what's really going on?

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