Apple Analyst Says Issues Don’t Seem Like a One Quarter Phenomenon

The transcript discusses a company's failure to foresee a significant issue in reporting units, particularly in China, and questions their market visibility and honesty. It highlights global market trends, including elongating holding periods and resistance to pricing, and examines the impact on developed markets and replacement cycles.

What was the speaker's perspective on the blame placed on China for the company's issues?

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What observations were made about the replacement cycle and upgrade rates in developed markets?

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