tbd if it's the WSJ and/or Apple "sources," but it looks like somebody is going to have some explaining to do, on yesterday's iPhone sales plunge meme
"In what world did Apple expect to order components for 65 million iPhone 5 handsets in the seasonally soft March quarter?iPhone 5 analysis: Reports of component cuts are curious, at best | BGR
Perhaps the weirdness of the math is why the current version of the WSJ article no longer cites the 65 million unit figure. Sometime between Sunday at 8:00 p.m. EST and Monday at 7:00 a.m., the Journal decided to drop the number from its article. But if the 65 million number is not right, is the estimate for halving March orders correct?"