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Surveillance: Covid Zero with Weinstein

Bloomberg Surveillance

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The Grinch That Stolen Christmas Really for Apple

I think in the near term streets factoring in that your going to see misses on iPhone production as well as what we're going to see on deliveries. And it's been a frustrating time for Cook and Cuipartino. This isn't a surprise though, Dan. I mean, this is ultimately Apple's China problem,. But realistically, probably best case, they can move 5%, 7% production out of China by 2024.

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