I'm guessing Tim Cook is a busy, busy man right now. Wonder when we'll see iPads stop being supply-constrained.
Can anybody explain what this means?
Cook, regarding Japan: "Regarding business, had some rev. impact Q2, but wasn’t material… expecting 200M less in Q3 which is reflected in guidance. Not expecting supply or cost impact."
If supply and cost are not impacted, where does the 200M hit come from?