Listen up Apple-haters: iPhone sales eclipse Microsoft and Amazon revenue
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dueling projections
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Kuo specifically mentioned the Localytics data in his research note, and explained that their figures were based on activation, while his own are rooted in production.
"From Apple's viewpoint, production, sell-in, sell-through and activation are different things," he explained. "Since iPhone 5s is in shortage now, numbers of production, sell-in, sell-through and activation should be very close."
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