Office 2007 Product Key Apple Supply Chain Tempora

Apple's supply chain is most likely temporarily heading to get impacted through the Japan earthquake and tsunami, Piper Jaffray analyst Gene Munster writes today, but need for Apple products is stronger than in the past,Genuine Windows 7, he says, and that need to eventually generate shares greater.
Munster notes that Apple suppliers Mitsubishi Gas Chemical and Toshiba are both temporarily shut right down to evaluate damage through the earthquake. "In each cases it is day to day as to when production will resume."
As a result, Munster expects component delays for some Apple goods, including the iPad 2 and iPhone 4, by way of the June quarter.
But, he argues,Office 2007 Product Key, that investors have typically forgiven supply problems as long as desire isn't impacted.
"We believe the constraints caused by shuttering Japanese manufacturing facilities will cause a temporary provide disruption by means of the June quarter,Windows 7 Professional Sale, but we also note that need is more powerful than ever before, which really should move shares larger."
He also notes that Apple's strategy of pre-buying and pre-paying for components may come to its advantage here.
As far as margins go, Munster says that the component issues possibly won't affect March or June quarter margins,Office 2010 X64, but prices could increase within the second half of the year, potentially putting a pinch on margins or upside potential.
Munster's note doesn't specifically mention the AAPL downgrade yesterday that harm the stock,Buy Microsoft Office 2007 Antwerp diamonds, Diamond Engagement Rings Buy wholesa,Office Professional Plus 2010 Product Key, but he does note that March quarter sales are tracking "in-line or better than our estimate."
Read: The 10 Biggest Questions About Apple's iPhone 5