Is Wall Street shorting Apple on weak Samsung Galaxy sales?

Apple suffers as Samsung cuts third quarter Galaxy S4 production by an estimated 25%.

FORTUNE -- You would think that bad news for Samsung's smartphones would be good news for Apple (AAPL). But that's not how Wall Street sees it, according to Bernstein's Toni Sacconaghi.

In an CNBC interview Monday, Sacconaghi listed among the reasons for Apple recent weakness...

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