Cracks Start to Show in Apple's Supply Chain

The transcript discusses Apple's supply chain challenges, particularly with the iPhone X, and the difficulties in predicting demand for new products. It highlights the iterative nature of smartphone innovations and the readiness of suppliers to meet Apple's high standards. The discussion also covers market responses to the iPhone 8 and X, investor sentiment, and potential impacts on Apple's stock. Key dates for Apple's earnings and product launch are noted as crucial for understanding future market dynamics.

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