Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Gene Munster: Apple lead times have stabilized — except for MacBook Pro – From a note to Loup Ventures subscribers that landed on my desktop Friday. From mid-November 2021 to May 19th, we have been tracking lead times at Apple for nine products in six countries. Weve found that lead times for 8 of the 9 products have been essentially stable over the …
