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Is Last Quarter's Massive iPhone Sales Momentum Sustainable?
Byte of the Apple - BusinessWeek — ... Posted by: Peter Burrows on November 03 Not according to FBR Capital Markets chip analyst Craig Berger. He thinks Apple has cut its fourth quarter production plans by 40%, compared to a previous plan to trim production 10% from the third quarter. Production ramps normally slow in this period, since companies build up much of the inventory for the crucial holiday selling season in the September quarter. Berger’s claims don’t necessarily mean iPhone-mania has hit the skids, as Silicon Valley Insider’s ...

Berger Zing: Home of the Whopper
Digital Daily — ... Perhaps, as Friedman Billings Ramsey analyst Craig Berger claims, Apple’s fiscal first quarter iPhone production will be more than 40% lower than production in its third. “We believe Apple is a good proxy for broader consumer demand given that it has the hottest, sleekest, most desirable products available today,” Berger wrote in a note to clients Monday. “That the firm’s iPhone production plans are being revised lower suggests that the global macroecomomic weakness is impacting even high-end consumers, those that are more likely to buy ...