Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Cowan: Apple supply chain lumpy but on track – From a note to clients that landed on my desktop Wednesday. From a note to clients by analysts Karl Ackerman and Matthew Ramsay that landed on my desktop Wednesday: We remain cautious on the smartphone supply chain, as our field work in Taiwan indicates relatively unchanged production plans for CQ4 …
