Week a rumor regarding the reduction of orders for iPhone 5 terminal screens generated a considerable decrease in the value of Apple shares on the American stock market. Unfortunately, the rumors should not have been worrisome for most analysts, but the exaggeration in reporting the information seriously affected the Apple company, and last night Tim Cook he asked them analysts not to interpret in any way the changes regarding component orders, considering the complexity of their distribution chain.
Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor. I suggest its good to question the accuracy of any kind of rumor about building plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinately long list of things that can make any single data point not a great proxy for what is going on.
Practically, Tim Cook asked, indirectly, the analysts to stop talking nonsense and to generate losses of tens of billions of dollars from the value of the stock market capitalization of the Apple company, but no one will listen. There will be rumors, there will be problems like this, and companies have no other option but to deny the rumors and protect the value of the shares.
