This is MacO-S Ken.

One analyst. This is MacO West Canyon.

One analyst gets really weird. A second analyst calls the first one dumb,

and Apple may have turned order numbers into a shell game.

It's Thursday, 17th, 2011. I'm Can Ray and this is

news from Maco-S-Can. Brought to you by yours truly and supported by listeners like you subscribers to Maco Can Day

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Super short show today, though that added a few seconds and that added a few more. Well the unthinkable happened yesterday

somebody downgraded Apple. Electronista has JMP securities analyst Alex Ghana

saying slow down to the Cupertino company's main manufacturing partner FoxCon could

hamper Apple's ability to keep up with demand.

Quoting his note, Fox Con growth decelerated from 84% year over year in the month of December to 37% in January

and then again to 26% in February or levels that are tracking well below the more than 70% year over year sales growth that can sense that

the more than 70% year-over-year sales growth that consensus is looking for in the March quarter

and greater than 50% in June.

And that, according to Ghana, is enough to revise Apple's second quarter revenue down from $23 billion to $22 billion,

just over a billion dollars lower than the streets expecting.

Now the kicker.

...