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https://macdailynews.com/2017/09/19/ming-chi-kuo-iphone-x-to-cannibalize-iphone-8-orders-significantly-stronger-than-expected-demand-for-apple-watch-series-3-gps-cellular/
Ming-Chi Kuo: iPhone X to cannibalize iPhone 8 orders; significantly stronger than expected demand for Apple Watch Series 3 GPS + Cellular