JMP President Not Worried About Apple Supply Issues

The transcript discusses the high demand and potential delays for new iPhones, particularly the iPhone X, and how this might affect Apple's financials. It highlights the shift to facial recognition technology and addresses concerns about potential issues similar to past Apple product changes. The discussion concludes with a positive long-term outlook for Apple, despite short-term challenges.

What are the potential waiting times for customers purchasing the new iPhone?

How might the release of the iPhone 8 impact those waiting for the new device?

What concerns do analysts have regarding Apple's stock performance in relation to the new iPhone?

Discuss the long-term outlook for Apple in light of the new iPhone's features and market reception.

What technology is replacing Touch ID in the new iPhone, and what are the implications of this change?