Apple Conference Call Notes

if anything interesting comes out of conference call, I’ll post it here. Unlikely, but possible.

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- Apple just said on the call that iPhone 2.0 is due in late June. I had it in my head that it was coming at Apple’s WWDC in early June. Was that my confusion, or something else?

- Check preceding comment. I see on iPhone 2.0 announcement slide that date was tipped all along as "late June". My mistake.

- Apple is blaming unlocking for the Apple store inventory problems for iPhone. They call the issue "significant", albeit a proxy for demand.

- Analysts are really obsessing about decline in Apple’s gross and operating margins. Maybe that better explains the PA Semi purchase: Margin enhancement.

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