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Analysts said a moderation in price gains was to be expected, given the acceleration of home values. A tightening of inventory available for sale, fewer foreclosures and buying from investors have helped push prices higher over the past 1-1/2 years as the battered housing sector has gotten back on its feet.
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"We underscore one important caveat for investors: Apple's iPhone seasonality is likely to be exaggerated this cycle because of the addition of NTT DoCoMo, and particularly because of the early launch in China," said Bernstein Research's Toni Sacconaghi, who has an "outperform" rating on Apple.
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