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$AAPL * The March revenue guide could have been even higher than the 13-16% vs. the Street at 10%. Reason is March inventory is low because demand in December was stronger and given the memory environment they’re unable to quickly ramp production in March. *I believe March constrains will be a positive for June. Currently the Street is looking for June growth of 6%. I expect it will land at up 8% after model updates. Stock is still up only 1%