Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Harsh Kumar: Apple’s Shanghai flu will be mild and short-lived – While the lock downs definitely dont help the ongoing supply situation… the June quarter is a seasonally low point for the iPhone. While the lock downs definitely dont help the ongoing supply situation the June quarter is a seasonally low point for the iPhone. From a note to Piper Sandler …
