FORTUNE -- I knew there was a reason I didn't comment on the several reports of iPhone production order changes -- up and down -- that came across the business wires last week. (See here, here and here.)
But it wasn't until I read the MacDailyNews' take on the issue Saturday that I could articulate why.
"We're going to make this so simple that even a Droid settler might be be able to understand," it begins.
Without knowing how many units Apple made prior to launch, you cannot infer anything – good or bad – based on limited "channel checks" of production orders at this point. You simply do not have enough data to gauge the success of iPhone 5c – or iPhone 5s for that matter.
The following numbers are made up. The actual numbers do not matter. They are for illustrative purposes only:
If Apple made 8 million 5c units upfront, sold 6 million in the first week, then adjusted future production based on that data and Apple also made 3 million 5s units upfront, but sold 3 million in stores and received 3 million online orders in the first week, then adjusted future production based on that data, which iPhone model sold the most units?
In case you missed the point, the editors go on to quote the world's foremost expert in the workings of Apple's (AAPL) supply chain: Tim Cook
I would suggest it's good to question the accuracy of any kind of rumor about build plans and also stress that even if a particular data point were factual it would be impossible to accurately interpret the data point as to what it meant for our overall business because the supply chain is very complex and we obviously have multiple sources for things, yields might vary, supply performance can vary. The beginning inventory positions can vary, I mean there is just an inordinate long list of things that would make any single data point not a great proxy for what's going on. – Jan. 23, 2013 conference call.
Recommended reading: Daniel Eran Dilger's The mysterious failure of Apple's iPhone 5c in AppleInsider.
Wyoming and West Virginia, at 4.19% apiece, have the lowest concentration of Apple computers
Apple's (AAPL) share of the U.S. PC market is still shy of 10%, according Gartner's first quarter 2011 report, but some parts of the country are more Mac friendly than others.
Drawing on research gathered between June 2 and 8 by Chitika's ad network, which serves more than than 70 million impressions per day, MacDailyNews reports that San MOREPhilip Elmer-DeWitt - Jun 28, 2011 6:07 AM ET
There's a lesson for tablet makers in the reported death of Microsoft's "iPod killer"
A fair amount of journalistic grave-dancing followed Bloomberg's report Monday that Microsoft (MSFT) had decided to stop developing new versions of its Zune music and video player -- a report Microsoft did not deny.
The headline of the story at MacDailyNews -- More blood on the iPod's Click Wheel: Microsoft pulls plug on Zune -- was an inside MOREPhilip Elmer-DeWitt - Mar 15, 2011 6:32 AM ET
A curated selection of the day's most newsworthy tech stories from all over the Web.
Seems TechCrunch's report late last week regarding early Yahoo layoffs may have been premature and inaccurate. (See below.) According to All Things D, the layoffs at the Internet company actually start today, with many, but not necessarily all, of the 650 to 700 cuts coming from Yahoo's product division. (AllThingsD)
Microsoft may announce several tablet PCs from MORE
Management training was reportedly held last week with fully-functioning units
MacDailyNews, a site that is usually a repository for Apple (AAPL) news broken elsewhere, unloaded a motherlode of Verizon (VZ) iPhone rumors Monday. Among their bullet-points:
Verizon held management training for iPhone sales last week with functioning iPhones in management hands for the training sessions
The device has been "100% cooked for quite a while" and already shipping in bulk to Verizon warehouses
|Water becoming more valuable than gold|
|Will 7 Apples a day keep the bears away? - The Buzz|
|Don't assume you're safe from Heartbleed|
|Postal workers protest Staples|
|Tesla finds friends in the FTC|