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Also when you are working with hardware you have to consider supply chain capacity, component quality, etc.

You have to wonder how component supplies will be affected by Apple's orders. I hear they're responsible for 60% of all display orders right now [0], and they also have the famously secretive "component agreement" they announced during their last earnings call. It's possible that non-Apple product shipments will be delayed out to 2012 as a result.

[0] http://www.appleinsider.com/articles/11/02/17/with_60_of_wor...



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