[Janak Parekh]

http://daringfireball.net/linked/200...suppli-shuffle has an interesting response of this. In particular, John Gruber points out that:

So these components are half the size of anything seen before but iSuppli knows exactly how much they cost? I wrote about iSuppli here back in July 2007, wherein I pointed out that Apple releases its profit margins in legal filings every quarter, and those margins have ranged between 25-30 percent for almost a decade — nowhere near the jaw-dropping profit margin estimates from these iSuppli reports.

--janak