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I’m wondering how much of an effect this “slowing down” story will have on holiday sales. I’m long and bullish but also concerned.

I suspect not much. For one, the news came out late enough that I suspect a lot of people already bought the phones they were gonna buy for Christmas. For two, I suspect it won't affect sales of the newer phones, as they're not affected (at least not until iOS12 or iOS13).

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