From a Mobile World Congress dispatch by Barclays’ Mark Moskowitz that landed in my inbox Thursday.
Apple breaks $140, leaves analysts behind
9 years ago
9 years agoIf you really believe Apple is heading south, why are you telling your clients to buy?
"The hope for new product categories and services is also once again creeping back into the stock."
Why Apple's corporate reputation is slipping
9 years ago
9 years agoReport: Apple's ability to consolidate its position is no longer well-aligned with its content strategy.
"Key drivers are our expectation for both iPhone unit growth and ASP increases."
"Apple tends not to be first to market but often wins first to mind."
Apple: Buy the rumor, sell the news?
9 years ago
9 years agoInstitutional holding among the big boys is at its highest level since 2013.
Apple's semiconductor engineers are the envy of the industry.
Read More Apple 3.0 Podcast: Ben Bajarin on Apple's secret sauce
Apple: Waiting for the Buffett effect
9 years ago
9 years ago"Apple strikes me as having quite a sticky product."
"Due diligence by our Japan analysts has led them to raise their CY17 procurement estimates by over 10mm units."
Read More Mizuho raises Apple price target to $150 from $135
6 Comments