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iPad 5 rumor rollup for the week ending August 14

John Cox | Aug. 16, 2013
Dueling dates, mimicking the mini, fabulizing Foxconn.

Foxconn's April dip in revenues was widely noted, and widely interpreted (or perhaps more accurately widely misinterpreted) as evidence for any number of theories, including the collapse of the iPhone market, or as in this post by GigaOm's Erica Ogg a coming drop in Apple's revenues, and so on. The BBC saw the quarter ifferently: "Hon Hai Precision Industry ["Foxconn" is the trading name], a major assembler of Apple products, has posted record quarterly profits helped by growing demand for iPhones and iPads."

And for the most recent quarter, according to the Wall Street Journal, Foxconn "posted a 41% rise in second-quarter net profit, helped by strong iPhone sales."

Apple typically doesn't disclose details of its supplier arrangements or of changes in those arrangements. The problem with Moore's "analysis" is that he doesn't either, though he pretends to.


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