As CNBC Technology Correspondent Jon Fortt appropriately tweeted last night: The WSJ better have intimate knowledge of the ENTIRE iPhone supply chain, or it's easy to misinterpret things."

As Chris Ciaccia proves, if you stop and think for a second, rather than rush to parrot what somebody else said, you might actually say something worth paying attention to.

Sometimes it's not sexy. It doesn't sell papers (or get people to plunk down their credit cards to bypass pay walls), but it's sane and it's logical.

Simply put, Ciaccia's explanation makes a ton more sense than an abrupt halt to iPhone 5 demand coming off of a quarter where Apple clearly dominated retail and online sales with the holiday season's most sought-after gifts.

--Written by Rocco Pendola in Santa Monica, Calif.
Rocco Pendola is TheStreet's Director of Social Media. Pendola's daily contributions to TheStreet frequently appear on CNBC and at various top online properties, such as Forbes.

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