Just saw the transcripts of the Q&A from Apple’s conference call. This is something I have been waiting for a long time. The conference calls are scripted, well scripted — but the Q&A is where the tough questions are asked e.g. “What are the revenues of (that failed) product from your last year’s acquisition?”
Go ahead, read on and find the hidden gems. Here’s a sample:
Question:“…you talked about constraints in terms of nano shipments. Just wondering to understand what the constraint was. Can you talk about whats constraining it, is it a component, is it the process?”
Apple:“We would never allow manufacturing capacity to get in the way of shipping a lot of these products so it is a component constraint and I dont want to go further, with this one.”