The new reporting methodology is Apple's attempt to get investors to think of their entire business as a service. Gene Munster More Quotes by Gene Munster More Quotes From Gene Munster Interpreting data points around demand from the supply chain is a dangerous art, historically, investors have drawn the correct conclusion as many times as the wrong one. Gene Munster world The long-term growth outlook is upbeat, as Amazon slowly takes away traditional retail's last competitive advantage - instant gratification - and rides the AWS cloud secular growth theme. Gene Munster business Things are going to be more optimistic in the future, and the irony of this whole collapse is that it creates an easier comparable for the future, it basically is resetting the bar to make the story, at least for investors, more attractive. Gene Munster business
