There were stories today that Apple slashed Retina iPad screen orders from Sharp. There was little context or analysis, and little attempt to tell the reader what it may and may not mean, simply citing one or two anonymous sources. It follows a similar story from the Wall Street Journal last week about iPhone 5 screen orders being cut, suffering from similarly poor context and analysis, citing similar sources.
There hasn't been a single Apple keynote yet this year. Tim Cook, Phil Schiller, Craig Federghi, Eddy Cue and Jony Ive haven't taken a single step onto a single stage, or shown off one atom of new hardware or one bit of new software or services. Yet Apple has taken a huge hit on the market and in mind share, areas they once dominated.