Apple's Negative Pre-Announcement on Smartphones

Gene Munster: I was trying to pick apart for years, what was the universal kind of bullish view on Apple. And really, that is a service that this company has been able to be revalued on the back of device growth and uptake of services there too. But just for the here and now, Gene, you mentioned that the Taiwan semi, the guidance on smartphones, Apple is a 20 plus percent customer of Taiwan. They guided smartphones down 20 some percent. When you think about just demand, you think about the deflationary readings we're getting in China. It brings me back to that kind of Q4 calendar 2019.

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