It's inherent in the 'new products in fall' plan that the Apple bull/bear argument will continue until we see Dec 2013 results. Or longer.
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Replying to @benedictevans
@BenedictEvans I’m wondering if analyzing annually over quarterly is going to be more important now as an indicator.1 reply 0 retweets 0 likes -
Replying to @BenBajarin
@BenBajarin the annual comparisons are never like-for-like1 reply 0 retweets 0 likes -
Replying to @benedictevans
@BenedictEvans@BenBajarin why so? Apple has an annual refresh cycle for most of its products.1 reply 0 retweets 0 likes -
Replying to @telcodud
@telcodud@benbajarin um, iPad wasn't refreshed in late 2011 and mini didn't exist. China launch was different. Etc.1 reply 0 retweets 0 likes -
Replying to @benedictevans
@BenedictEvans@telcodud I’m thinking annually will be key in terms of a seasonal shift in product releases.1 reply 0 retweets 0 likes
@BenBajarin @BenedictEvans @telcodud 2011/12 was highly unusual. Both iPhone and iPad shifted launch timing, 14 week 4q in 12, etc
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