My earlier analysis— they saw this from daily sales figures, and this is the reason why they had the quickly scheduled press conference on ‘antennagate’.
http://tech.fortune.cnn.com/2010/09/08/antennagate-cost-apple-20-of-sales/ … Of course, at the end of this article, they state they’re still selling whatever they can make, so I guess we’re referring to the 20% they actually don’t have the manufacturing capacity to deliver!
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