1. "larger screens" were too obvious to be a validation for cook, everyone was seeing it and only some fundamentalists were insisting on 3.5" or 4.
2. apple 4th quarter is tied closely to the exact timing of launch and availability of the new iphone versions in US and an enough number of other countries. it's an engineered quarter in that sense.
3. even years' 4th quarters (2012,2014,2016) and following quarters do better historically due to renewal cycles of past good performing quarters.
4. in the light of 3, next apple quarter will also be quite well for iphones.
2. apple 4th quarter is tied closely to the exact timing of launch and availability of the new iphone versions in US and an enough number of other countries. it's an engineered quarter in that sense.
3. even years' 4th quarters (2012,2014,2016) and following quarters do better historically due to renewal cycles of past good performing quarters.
4. in the light of 3, next apple quarter will also be quite well for iphones.
5. iwatch is a better metric to measure cook.