I think that saying iPad sales grew by only 26% instead of 44% caused this dip. (see Apple 2.0 and Asymco below)
The question is, why did Cook and Oppenheimer do that?
Following earnings call, AAPL drops below 600 for the first time since July
Apple ran out of 16GB black & slate iPad minis in 35 hours
Did iPad sales actually do better than analysts were led to believe?
Did iPad unit sales grow by 26% or 44% last quarter?
It's the difference between missing and beating Wall Street's expectations
"So while sales increased only 26% from 11 million to 14 million, sell-through increased, by my calculation, 43% from 9.673 million to 13.836 million. (Tim Cook got 44% when he did the math; we won't quibble.)"
iPad sales grew 44 percent in Q3
Apple's investment manager wrestles with $120bn problem
iPad Mini, Despite $199 Tablet Rivals, Will Dominate Holidays, Beyond
Extremely rare fully-operational Apple I computer up for auction
Should You Panic Over Apple's iPhone Trend?
This is when consumers buy stuff, before and right after the holidays and before school starts again next fall.
Schools will order in spring and summer mostly.
Apple Forecast Shortfall Shows Cost of Year-End Product Rush (video)
Apple's Schiller: "Old technologies are holding us back
Apple's iPad Mini
"Expect the Mini, which goes on sale Nov 2, to sell like gangbusters in the holiday season, establishing a dominance in the small-tablet market."
Apple's iPhone 5 to launch in India, Greece, Mexico, more on Nov. 2
Apple's iPhone 5 to launch in India, Greece, Mexico, more on Nov. 2
New Palo Alto Apple Store with beautiful glass front opened
Taken from the genius bar: Apple Store 2.0
Inside Palo Alto's new Apple Store
First look at Apple's new Palo Alto retail store
How's that selling-tablets-at-cost thing working out?
Amazon Takes A Bath
I've noticed at the Windows8/Surface Kiosk in the mall that MS employees have to explain to people how the tablet interface works
Microsoft Windows 8, Surface Tablet Attracts Critics
Microsoft's Surface gets cautious welcome in Times Square: Photos
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