After many years of strong, consistent performance, we think Apple (NASDAQ:AAPL) is having difficulty with the forecasting process. We wrote April 11th (ahead of last earnings) about this and we ...

Chart showing Apple inventory over time. Data source: SEC filings. Chart by author. Fiscal quarters shown. False alarm. For a company that prides itself on lean inventory management thanks in part ...

Apple's major channel partners have begun offering material discounts on custom-configured iMacs just as the company appears to have slowed the flow of units coming into the channel in preparation ...