This can only mean one thing! Apple is skipping the much-anticipated and oft-delayed PowerBook G5 and going to surprise everyone at MW with.....the iPhone G5!

And what would be even more unpredicatble, and thus most likely to occur, is that Apple decides to dump 3G altogether, skips over the 'current' high-end 4G stuff, and goes straight to the future: 5G!

Then we'd have the iPhone G5 5G! Or maybe the G5 iPhone 5G!

This is yet another analyst desperately trying to undermine APPL's share-price before the accounting period ends and his buddies have to settle their losses on shorting APPL to begin with.

As that product would be the 3rd generation iPhone, would that make it the 3G G5 iPhone 5G? Let me guess, the base unit would be the 35 Gig 3G G5 iPhone 5G going for $355.00.

But it still won't have Cut&Past or Flash player.

I'd put it down to an entirely predictable post-launch slump - new product launch = high demand from waiting consumers, followed by a slump, followed by price cuts and slow growth.
It's how every console/phone/etc works.

I'm also getting fed up with all these analysts wittering on about global conditions, when to be honest no one really knows what the outcome is going to be.
You'd think from the way some of them are acting that no one at all will be spending anything at all.

If they were to precede their c*** with 'speculation', there would not really be any issue, but they all report it as if it were true gospel...

Might Apple be ramping down production? Possibly.
Would they do it while heading into the holiday season? Doubtful.

The last time Apple reduced production of the current iPhone, what did that mean? That they ramped up production of the next model (iPhone 3G).

Subsequently, since everyone has short memories, what was being tossed around when the original discussions of iPhones in Black and White were circulating? That a RED iPhone would join the lineup later, most likely towards the end of the year, ready for the holiday season.

What's coming up? The holiday season!

It doesn't take rocket science that a RED iPhone would be a great stocking stuffer, which would somewhat decrease demand in Black and White iPhones (hmmm.. maybe by 40%), so if I had to speculate (there's that word again), I'd wager that Apple is readying a new sibling to Mr. Black and Mr. White -- Mr. RED.

The initially high figures may be accounted for by orders to fill the various sales channels - which if you take into account the number of countries/outlets must be a massive number.

At last, someone with intelligence.

You really think that the RED iPhone would someone make up 40% of the product run? I seriously doubt it. More like an initial ramp-up (as stated) to fill up the channels, then down to standard sales levels.