Recent reports are murkier than it may seem.
FORTUNE — This morning, Nikkei and The Wall Street Journal have reports out claiming that Apple AAPL cut orders from its iPhone parts suppliers in half for the January through March quarter due to weaker-than-expected demand. Presumably as a result of the news, Apple’s stock is down nearly 3% so far.
What’s the basis for this? This is where things get murky rather quickly. Both companies cite anonymous sources. Nikkei claims Apple AAPL had originally expected to sell 65 million iPhones during the quarter, while The Journal doesn’t offer any figures at all, but does go on to speculate that iPhone 5 sales “may be waning” thanks in part to competition from Samsung and Google GOOG .
In a report this week, Wells Fargo’s Maynard Um warns not to put too much stock in the news: