“An Apple meltdown”

Erik Sherman’s piece “An Apple meltdown: The great mobile realignment” for CBS:

Anonymous supply chain sources say that iPad mini unit sales could drop 20 percent to 30 percent this quarter, compared with the same period last year.

I guess he forgot that the iPad mini didn’t exist until September of last year…oops. So, which one is hurting Apple’s stock more the company’s fundamentals or reports like this?