I really hope #2 gets traction. It's been disappointing to see the SE not do as well as I wanted it to. I'm not an iPhone owner myself but I'm hoping the SE popularizes the "small" form factor phone again.
Tim mentioned on the earnings call today that the SE is supply constrained because the SE is selling far better than they projected that it would.
i'm always dubious whenever a company says that.
Earnings calls are, in theory at least, bound by SEC laws to be truthful.
It's probably true... I've been wanting to buy an unlocked Sprint version of iPhone SE 64gb and have been monitoring all the stores through their website frequently. It's not been available for the last 2 weeks and they have extra protectional measures to make sure iPhone SEs make it safely to the store.