“I can never tell with analysts who go on extended walkabouts in the Far East if they’re getting the inside dope from their contacts in Apple’s supply chain or if they’re just getting spun,” Philip Elmer-DeWitt reports for Fortune.
“Cast in point: Topeka Capital’s Brian White, who has been filing dispatches from China and Taiwan for more than a week,” P.E.D. reports. “On Day 3 of his trip he came away from meetings with unnamed component suppliers convinced that Apple is getting ready to launch: A full-blown iTV ecosystem in time for the holidays that will ‘represents revolutionary innovation for the $100 billion LCD TV industry’; an iPhone equipped with a fingerprint recognition ID system for efficient credit card purchases; an iWatch that can also read fingerprints.”
P.E.D. reports, “According to Tuesday’s note to clients, he walked away from [supply chain] meetings persuaded that Apple will release the iPhone 5S this summer in at least two and possible three screen sizes.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “Rainy Day” for the heads up.]