Apple’s Cyber Monday lead times continue to show tight supply constraints

Entering Black Friday Loup Funds’ Gene Munster observed lead times at Apple for ten products in six countries that suggested the gap between demand and supply is slightly wider than what he would have anticipated given company commentary on the September earnings call. Munster revisited the lead times on Cyber Monday and found that while there were slight changes, the supply environment remains tight.Gene Munster for Loup Funds:What’s most important is demand for both Apple’s n