Since the first iPhone was introduced just over five years ago in the summer of 2007, Apple has been criticized by some for allegedly embracing product supply shortages to draw further media emphasis on huge demand failing to meet available supplies.
Regardless of the legitimate or contrived causes for supply shortages in the past, the expected limited inventory of Apple's next iPhone 5 could be a big help to shares of Apple over the long haul.
According to leading Wall Street analyst Rob Cihra, AAPL stock has recently performed 2.2 times better in quarters where iPhone supply was under stress. The leading analyst at Evercore Partners says this reality has been documented for the last three years.
The stock also performed 1.2 times better when the company’s management said the iPad was constrained. Incredibly, when both the iPhone and iPad were noted as constrained by Apple executives in the June 2010 quarter, the company’s stock price grew 26 percent over the next three months.
Source: Wall Street Cheat Sheet