FA Notes Wednesday November 9, 2011
November 9th, 2011
“Motherboard makers have been impacted by HDD shortages arising from flooding in Thailand since mid-October, and are expected to see their fourth-quarter shipments decrease 10-15% on quarter, according to industry sources.” Link
AAPL – “According to a Chinese-language Commercial Times report, Apple is likely to adjust downward its shipments of iPhones and iPads from related suppliers by 10-15% in the fourth quarter.” Link
Categories: FA Observations