But the watchdog's bark, says analyst Daniel Ives -- mixing metaphors -- is worse than its bite.
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Live from Apple's 2021 shareholders meeting
5 years ago
5 years agoAll times Eastern. All typos mine.
From Reuters' "Apple lobbies for India incentives as it plans iPad assembly: sources" posted Thursday.
Analyst Katy Huberty sees upside to consensus estimates not just in 2021, but through her entire five year forecast period.
Read More Morgan Stanley: Investors miss the 'fundamental inflection' in Apple's results
Excerpts from the notes that landed on my desktop.
Read More Apple's blowout Q1 2021: What the analysts are saying
From TechCrunch's "Apple just had its best quarter in India" posted Monday.
Read More Apple's (tiny) market share in India doubled last year
Among his predictions: Within a year shares will hit $200 and Apple will become the first $3 trillion company.
Read More Highlights from Daniel Ives' pre-earnings Zoom with Apple 3.0 subscribers
Fasten your seatbelts Wednesday for blow-out earnings, says Ives in this subscriber-only video. To join, go to ped30.com and click "subscribe."
Read More Apple 3.0 Zoom: 90 minutes with Wedbush's Daniel Ives (video)
From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday morning.
Read More Morgan Stanley: iPhone, notebook sales hit records
Dediu says the big money is not in getting you from A to B, but in taking you to point C instead. He calls it Apple Go+.
Read More Gene Munster and Horace Dediu on Apple as transporter (video)
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