From Jeff Mathews Is Not Making This Up:

Something's happening at Apple. We're not sure what, but something's happening.

Yes, everybody knows Apple's quarterly earnings report disappointed Wall Street's finest. And yes, everybody knows Apple managed to calm the disappointed herd, mainly by using the phrase "we're thrilled" seven times during the call while pointing out that the big miss in iPhone sales was likely due everybody waiting around to buy the new iPhone 4S.

But not one of Wall Street's finest -- not one -- asked about the most disturbing pattern coming out of Apple's earning release...

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