According to analyst Kyle McNealy, watching stores reopen is important because Apple gets 3-5% better margins when they sell direct.

From CNBC's "Stocks move into the red on news Apple is reclosing some stores in Florida and Arizona" posted Friday afternoon.

From Seeking Alpha, which snagged analyst Kyle McNealy's Friday note.
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An "unknown analyst" from a Chinese Investment bank has seized the high ground.
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