I wrote yesterday that Apple’s Q4 guidance would give a big clue about iPhone 8 timing, but that it might not be easy to decode.

I said that one of the three possible scenarios would give the clearest steer: a guidance range significantly higher than normal for a ‘tock’ year. In that event, it would send a clear message that the iPhone 8 will go on sale in September, with at least enough availability to show up in the financials.

And that’s where I think we’re at, even if the numbers are not high enough to absolutely guarantee it …

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