Did iPhone 6 Demand Catch Apple by Surprise?

The transcript discusses the supply and demand challenges faced by Apple with the iPhone 6 and 6 Plus. It highlights the delays in receiving the iPhone 6 Plus due to high demand and limited supply. The components are not the issue, as Apple has not reported production problems. The supply of the 6 Plus is improving, while the iPhone 6 remains tight. This affects Apple's margins and financial performance, with potential impacts on future quarters. The discussion also touches on investor expectations and the importance of supply in determining quarterly results.

What was a significant challenge faced by Apple regarding the iPhone 6 Plus?

• Production issues

• Excessive supply

• Low demand

• Tight supply due to high demand

How did the supply of the iPhone 6 Plus change over time?

• It remained the same

• It improved

• It became unpredictable

• It worsened significantly

What is the expected trend for the iPhone 6 and 6 Plus in terms of unit sales?

• Neither will be popular

• Both will have equal sales

• iPhone 6 will dominate

• iPhone 6 Plus will dominate

What factor limits the potential size of Apple's December quarter?

• Competitor actions

• Supply constraints

• Marketing strategies

• New product launches

Why is the March quarter significant for investors?

• It is when new products are announced

• It often shows a decline after product launches

• It is usually the strongest quarter

• It has no impact on stock prices