Conference call points to imminent announcement?
For what it's worth, it seems to me that that the conference call related to the Q4 2009 financial results points to something being released in the immediate future (whether or not it's Tuesday I don't know). There were two comments regarding air freight.
First:
Q: iPhone supply issues due simply to supply and demand or also component constraints? More air freight costs?
A: Demand outstripped supply, so that was the primary driver. That's a nice problem to have. But because of that, it did create some component shortages. Silicon is usually hardest to come by, but we were able to solve the bulk of these issues. Air freight issues not necessarily due to iPhone, but due to rushing products for holiday seasonality. Can't be specific about the products driving the increased cost this year though.
Then:
Q: Projected air freight increase: what's driving that?
A: I can't be more specific than working to move units into position for the holidays.
So what would they be air freighting that's not iPhones but that they can't wait for two weeks to ship surface? Sounds like they might be introducing something in the immediate future.