Apple: Supply or Cost Impact in Second Quarter?

Bloomberg:

The Japanese earthquake and tsunami will probably weigh on Apple Inc. (AAPL)’s forecasts for third-quarter profit, sales and gross margin because of higher component prices and disrupted manufacturing, analysts said.

At least seven analysts expect the disaster to affect the company’s outlook later today.

Who are these seven analysts? And why were they so wrong?

MobileBeat:

COO Tim Cook also dispelled assumptions that the Japanese earthquake had anything to do with Apple’s iPad supply trouble, saying on the call that the company “did not have any supply or cost impact” over the last three months. Cook went on to say that Apple will “produce a very large number [of iPads] for the quarter,” but he’s still unsure if that will meet consumer demand.

From how Cook worded his response, I think Apple may have a supply or cost impact going forward.