Apple Won’t Meet Revenue Target Due to Coronavirus

The transcript discusses the impact of supply chain disruptions in China on Apple, focusing on demand uncertainties and potential economic slowdown. It highlights the effect on Apple's share price and market expectations, considering whether demand issues could lead to a broader market impact. The discussion also explores how Apple might offset demand weakness through services and the uncertainties surrounding the global economy due to the coronavirus.

What is the primary concern regarding Apple's supply chain disruptions in China?

• Increased production costs

• Demand destruction leading to a slowdown

• Improved supply chain efficiency

• Higher tariffs on exports

How has Apple's stock been trading in recent times?

• Like a small-cap stock

• As a volatile tech stock

• Like a stable bond

• As a giant U.S. consumer stock

What is a potential best-case scenario for Apple's demand and supply disruption?

• A complete recovery within a month

• An increase in production costs

• A permanent decline in demand

• The impact is minimized to one or two quarters

What could help offset the demand weakness for Apple?

• New product launches

• Increased marketing efforts

• Apple's services

• Higher product prices

What broader question does the potential slowdown raise for Apple?

• The impact on Apple's brand image

• The effect on global semiconductor prices

• The potential for new product innovations

• The implications for the global economy