There is a theory going round the money markets on.

Nowadays, markets appear to maneuver on theory, rumors and innuendo. This story, relating to Apple, Inc. (NASDAQ:AAPL) includes a theory and a rumor  - that makes it all the a lot of juicy.

One theory on why Apple, Inc., missed estimates on its Q2 earnings report revolves round the concept there has been (and still is) such a lot anticipation for the upcoming launch of iPhone five that a lot of customers held back their spending on Apple, Inc., merchandise till they'll get their hands on the iPhone five within the fall. this text discusses the idea during a bit a lot of detail.

That theory simply would possibly create sense. however what happens to Apple’s earnings if the rumor seems to be true?

Here is that the juicy rumor, that will or might not additional fan the fires of pleasure – or quench them with anxiety.

The rumor – it’s a rumor solely at this time, as a result of 2 totally different views are being floated – comes from this story by Larry Dignan, who heard from a report during a Chinese business newspaper that the chips necessary for the iPhone five  (called 28-nanometer chips) are briefly provide and can force Apple, Inc., to delay its iPhone five launch – expected in October.

However, within the same story, Qualcomm Inc. (NASDAQ:QCOM) – that is that the chief supplier of those 28-nanometer chips – indicated that it's “ramping up” its production and provide of the chips, and this item indicates that Qualcomm wasn't close to sit on its hands with its usual foundry, TSMC, whereas it's provide problems; Qualcomm Inc. used that as a reason for its down earnings and even a loss of business from smartphone firms. Qualcomm has given indications that it's expanding its provide base beyond TSMC to some rivals so as to fulfill the high demand, that the corporate stated in its quarterfly conference decision that it totally supposed to try and do by the top of this calendar year.

Apple and Qualcomm each want the iPhone five to create it to plug – on time. Any delay won't solely adversely have an effect on their next quarterly reports, however it might possible have an effect on their final CY2012 numbers. Who knew a 28-nanometer chip would create such a lot chaos and concern? Or if you'll … theory and rumor?