> - Some people decide that they'll stick with their phone a bit longer than they otherwise would have, reducing iPhone sales.
> - Apple misses their earnings target, likely costing them more in value than it would have cost them to address the root issue in the first place.
There's an implicit "because of this" between the two bullet points.
Again, it's painting a problem that is 5% of the issue as if it's 100%.
China was the vast majority of this decline, as the earnings reports show.
I have no earthly idea why people are ignoring this fact so badly.
Not about this being the most significant factor. You've decided to infer that from the list - most of us didn't because he _explicitly_ says so in his last sentence. They also had influence over this particular issue, unlike the macroeconomics of China.
It absolutely is suggested, if not implicitly then by omission.
> They also had influence over this particular issue, unlike the macroeconomics of China.
Right, but the more it's discussed, the more it feels like people don't want to talk about the slowing economy in China.
No he didn't, stop making stuff up. Apple would not have bothered to mention the battery issue if it didn't have a material impact on their business.