There will likely be adjustments, but even if there are not, remember that we are five years into the lives of two of these machines. November or not, they aren't going to continue to sell at those same rates.
Ultimately why I don't get the weight put behind his words. Without the data, he is simply guessing. He's been right before, sure, but he has also been wrong before. Others, like Zhuge, are my go-to people for numbers.
As they say; even a broken clock is right twice a day.