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418: Cocktail of Headwinds

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CHAPTER

Macs

Apple had previously forecast that they would lose somewhere between four to eight billion dollars in sales this quarter for just stuff they couldn't fulfil. But it ended, i being just shy of that full billion. It's the factory assembly supply chain in two that's broken but there's no ke sails in russia any more. They also talked about the ongoing silican shortage, as we like to call it here,. There were covage shutdowns in shanghai, at the factories there. And so what a way to spin a ten % down, year over yoar number for the mac is to basically say, look, this is not about mac demand. This is n ly about mac u

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