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In newly released research notes, Topeka Capital Markets analyst Brian White said preliminary sales from the firm's proprietary "Apple Monitor" increased 14% month-over-month. This represented twice the average increase of 8.5% recorded over the past seven years.
Topeka uses the "Apple Monitor" to track sales trends across the Taiwan supply chain at leading Apple suppliers. As such, "it's used to augment White's own checks and research, rather than as a standalone tool, as new product launches and inventory adjustments can sometimes skew monthly results."
White suggests that all this is leading to what he calls, "the biggest second-half product launch in Apple's history."