Yes, every year Apple keeps making the same mistake of having too many ordered for the quarter AFTER the holidays and then having to cut it down to what they actually need. I wish the supply-chain king could see this pattern- and learn from it- after 10 years, and correct the mistake they make every single year. Instead, they just keep making that mistake over and over, leading to these negative news stories when they cut their own order volume down.
Fortunately, they have us here to try to spin this like it's about holiday order volume getting reduced to post-holiday volume... which this is not that at all. Maybe we can fool 10 or 20 other people into believing it's that so they won't sell their AAPL and thus keep AAPL about where it is now (because 10 or 20 MR people are pretty much THE market for AAPL).
What Apple HAS sold and what Apple is projecting to sell is 2 completely different things. A cut to build orders in JAN has no effect on how many were sold in NOV & DEC. The cut is about how many Apple thinks it will sell in the future.