Despite weak PC and cell-phone demand, Apple Inc. (NASDAQ:AAPL) continues on its growth path using “hardware+software innovation to pull dollars away from others”. A report from Evercore Partners lowers its September quarter estimates, as iPhone 5 has started shipping only from September 21st and iPad Mini will not be launched this quarter. The report says “For its Sep-qtr, amidst multiple products cycling, we modestly trim our revs/EPS estimates to $36.5B (+29%Y/Y) and $9.03 (+28%Y/Y) from $37.5B/$9.28 but stay above consensus $36.4B/$8.93”. The estimates for the December quarter and 2013 was left unchanged at $1 above consensus EPS.