Originally Posted by
nmenaker
But, doesn't this anecdotal evidence serve to actually CONFIRM the statements above? I didn't say USA/EMEA/ASIA I said USA/NA, then there is ROW.
But you were talking about countries that didn't get the 6 when the US did or still don't have it. France and most of western Europe got the 6 at the same time as the US. And if it is true that in France the 5s is now outselling the 6 then that is something new and of course negative to Apple's margin. As is the advance of the US dollar. Margin is the whole point of the story. Personally I don't think it's the end of the world if Apple loses a little bit of the massive margin they have been earning, but for people who live and die with the market value, it is worrisome.