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Shares of Apple (AAPL) are down $20.04, or 3.5%, at $555.81, on no apparent news this morning. One contact suggests the proximate cause is an article this morning by DigiTimes's Cage Chao and Steve Shen, which appears to bring good news but perhaps has a negative implication as well.

The article, "iPhone 5 yield rates improving, say sources," repeats what many Street observers have been writing in the last week or so, namely that production of the iPhone 5 has gotten easier, as indicated by shorter stated delivery times for orders. The article suggests unnamed contacts among wireless chip suppliers indicate sales of the iPhone 5 may top expectations.