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glhaynes
I'm guessing Tim Cook is a busy, busy man right now. Wonder when we'll see iPads stop being supply-constrained.

Can anybody explain what this means?

Cook, regarding Japan: "Regarding business, had some rev. impact Q2, but wasn’t material… expecting 200M less in Q3 which is reflected in guidance. Not expecting supply or cost impact."

If supply and cost are not impacted, where does the 200M hit come from?

msbarnett
Lower sales because they aborted the iPad 2 launch there? I'm not entirely sure how to interpret that sentence.
suchire
Presumably they mean that there were lower sales in Japan, but that material and supplies sourced from Japan weren't affected.
pclark
Even the slightest delay in any single part of the Apple supply chain could cause millions off dollars in delays.

Honda for example would helicopter late parts to factories to prevent delays.

siromega
General sales in Japan. If you were diverting some of your income to relatives or friends who were affected to keep them fed and sheltered, you aren't probably as interested in the newest Macbook.
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