FORTUNE -- Jefferies' Peter Misek is full of confident predictions in a note to clients issued Friday. Based on his supply chain checks and sales data out of Taiwan, he believes:
iPad builds for Apple's (AAPL) September quarter have been increased to 25...Two analysts diverge on when (and if) Apple will build a TV set
One says Apple's iTV is already in production. Another says it won't arrive before 2014
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