Moore offers not one shred of evidence for any of this.
The known fact is that earlier this year Foxconn announced a quarterly drop in revenue. According to Moore, that "led some to conclude that Apple's iPad and iPhone sales had suddenly fallen off a cliff, as Apple provides Foxconn with the bulk of its business."
But that's wrong. "But Apple's subsequent quarterly reports have revealed that Apple's mobile device sales are doing fine, with iPad sales growth particularly strong [in the recently announced Q3]."
That means something else is happening, right? "That means Apple is taking its business elsewhere, and means changes for the iPad 5 and iPad mini 2 both," Moore declares.
Gosh. Why would Apple do this? There are two reasons, Moore says.
"One is that the company [Foxconn] has become less reliable," he claims. By itself, this is an astonishing claim. Moore asserts facts but nowhere provides evidence to support them. "After two key longtime executives departed Foxconn, its quality control slipped to the point that Apple had to reject thousands of defective units before they got to stores, creating a minor supply constraint at the start of the last iPhone launch."
The second reason is that "Apple is increasingly shifting away from doing business with vendors who are part of the competing Android ecosystem," Moore declares. "Foxconn manufactures such tablets on the days it isn't churning out iPads, and Apple has come to suspect that the factory may be leaking product secrets to vendors which Apple considers copycats."
If Apple was "increasingly shifting away from doing business with vendors who are part of the competing Android ecosystem," it would mean that Tim Cook and the other Apple executives end up in their spare time helping to assemble iPhones and iPad's at Apple's Cupertino headquarters. Because most products like iPhones and iPads are today outsourced to complex, interlocking networks of specialty OEMs that, by definition, profit by serving a wide range of customers, including companies that are direct competitors with each other.
Moore's defamatory comment "Apple has come to suspect that the factory [Foxconn] may be leaking product secrets" is phrased in such a way that it may escape the legal definition of libel. But even so, he doesn't even attempt to present evidence. His reasoning doesn't amount to induction or deduction: its mere insinuation.
"The lack of leaks regarding the iPad 5 or the iPad mini 2, both of which are near launch and may already be in production, can be explained by the fact that Foxconn is no longer the one manufacturing them," Moore declares. There is no such "fact." Moore's "explanation" is sufficient if, and only if, Foxconn was the sole source of previous leaks about iPads.
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