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$AAPL tonight is all about the December iPhone guide that we’ll get on the call. Bottom line: I expect it to be favorable. For September, the iPhone whisper number is 10% growth, vs. Street in print at 9%. iPhone-related news has continued to be positive, even though analysts have not materially adjusted the consensus. For the December quarter, Street expectations call for 6% growth, in line with buy-side expectations. I expect iPhone commentary on the earnings call for December will indicate growth above 6%, closer to 8%.