2:47 PM The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. (Read the comments on this)
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