Comparing initial usage data
with previous years and iPhones in existence, adding the fact that there will be 14 weeks instead of 13 for Q1, numbers indicate around 100M iPhones in Q1.
Of course, I do not believe that, there are many reasons for the data to be skewed, but I am [50+%] confident that we will see 80-85M iPhones. Which implies great guidance at the end of October and probably a $150 5-month target. I have just got a bunch of Feb calls accordingly.