379: They Feed on Memory Bandwidth
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The Holiday Quarter, Is It Going to Be as Good as It Could Be?
Apple says it will have its best quarter ever next quarter, but not as good because of unfulfilled demand. A lot of that is probably like, i want my eye phoneso, we can't ship it in nto october. And so they look at the books and there are all these pre orders for things that they can't fulfil in time. That's about six billion dollars that we left on the books a and then it probably has already come off the books.
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