The Apple semiconductor analyst who keeps crying wolf

For clients of Susquehanna's Christopher Caso, it's deja vu all over again

FORTUNE -- Kudos to Asymco's Horace Dediu for spotting the similarity between the two Barrons' headlines at right, one from Dec. 20, 2012, the other from Nov. 11, 2011 -- 13 months earlier.

Both are based on notes by Susquehanna semiconductor analyst Christopher Caso. Both warn...

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