Pretty much on the same day as Digitimes reported that BlackBerry boosting its component orders, a directly opposite message was sent by Pacific Crest’s James Faucette. He sees an enormous gap between production and demand; combined sell-through of well.below 500,000 Z10 and Q10 models with production remaining above 1.5 million units per month. If true, this would be one of the most massive discrepancies between demand and supply for a smartphone platform in recent years. However, there is something oddly familiar between the Pacific Crest claim. It sounds very much like a certain February note from the same brokerage. In that note, Faucette projected BlackBerry would ship between 275,000 and 325,000 Z10s during the February quarter. The company ended up



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