“Apple (AAPL) analysts are basically all in agreement that this quarter and next warrant a downgrade when it comes to iPhone sales. The projected iPhone sales slowdown ahead of the iPhone 5 release was mentioned three more times this week, and analysts continue to cite the supply chain as evidence for their conclusions,” Jason Schwarz writes for Seeking Alpha.
“After reading a number of pessimistic iPhone reports, I think it’s time to introduce six mandatory variables for analysts to consider before they release misleading information to the public,” Schwarz writes. “Focusing on one sliver of the story while dismissing the rest is irresponsible. It’s time to ban alleged Chinese supply chain insight from iPhone forecasts. It was misleading last quarter, the quarter before that, and the quarter before that.”
Schwarz writes, “The following list contains six mandatory variables that analysts must consider before coming up with an iPhone forecast.”
1. Enterprise transition
2. Growth in China
3. Replacement cycle
4. New users
5. Impact of staggered global launches
Schwarz writes, “The iPhone doesn’t have a problem, but the analysts do.”
Read more in the full article here.
[Thanks to MacDailyNews Readers “Fred Mertz,” “Dan K.,” and “Carl H.” for the heads up.]