IPhone 5 Shortage Spooks Apple Investors - NYTimes.com

Apple as an effectively one-product company, from investors' perspectives?...

"The scarcity of iPhone 5s is the main reason Apple’s shares, after bursting through the $700 mark in late September, have tumbled nearly 10 percent over the last several weeks, analysts say. On Tuesday, Apple’s stock closed at $635.85.
Although it’s better for Apple that it appears to be suffering problems of supply rather than demand, both situations result in lost or delayed sales. Analysts who have poked around in Apple’s supply chain believe that the holdup could be the result of a shortage of the new displays that Apple is using in the iPhone 5."

IPhone 5 Shortage Spooks Apple Investors - NYTimes.com