Apple's "recession notebook" and a brief history of Apple strategy

to during the Q3 earnings call when it warned of a possible margin hit because of unintroduced products the company "couldn't talk about" at the time.

CNBC's Jim Goldman noted on-air today that Apple COO Tim Cook was overheard saying the pricing environment Apple has seen recently was "more favorable" than the company predicted, so the Q3 margin warning may be less of a concern. Apple traditionally plays down earnings guidance significantly.

Most of the new notebooks go on sale tomorrow.