XPost: misc.phone.mobile.iphone, comp.sys.mac.system, comp.mobile.ipad   
   From: arlen@arlen.com   
      
   > Surprise. Surprise.   
   > "The sheep slowed down their grazing at 1 Infinite Loop".   
      
   *Keep in mind that the "problem" has to be, by definition, a "surprise".*   
      
      
   Tim Cook:   
   "If you look at our results, our shortfall is over 100% from iPhones, and   
   it's primarily in Greater China. As we look at what is going on in China,   
   it's clear that the economy begins to slow there for the second half, and   
   what I believe to be the case is the trade tensions between the United   
   States and China put additional pressure on their economy. So we saw as the   
   quarter went on it seems like the traffic in our retail stores, traffic in   
   our channel partner stores, the reports of the smartphone industry   
   contracting, particularly bad in November (I haven't seen the December   
   number yet but I would guess that would not be good either). So that's what   
   we're seeing."   
      
   Ummm... where's the "surprise", particularly when he hasn't even *seen* the   
   December numbers yet?   
      
   HINT: The "surprise" is not where Tim Cook says it is (it's not in China).   
   DOUBLEHINT: The surprise is the sheep didn't graze on $1000-$1500 iPhones!   
   --   
   Disclaimer: There are FACTS above - but the hints are my educated opinion.   
      
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