Katy Huberty anticipates an elongated period of AAPL share outperformance.
Read More Morgan Stanley sees 'significant room' for Apple to run
From a note to clients by Morgan Stanley's Katy Huberty.
Read More Morgan Stanley lowers Sept. iPhones, raises Apple target
From a note to clients by Katy Huberty.
Read More Morgan Stanley: Why Apple shares fell 7% in a week
Excerpts from the analyst notes I've seen.
Read More Cook's Apple Car reveal: What the analysts are saying
Proprietary survey shows U.S. iPhone loyalty rate climbing from 86% to 92%, dwarfing all competitors.
Look what's up 40% in Apple's 10-Q
9 years ago
9 years agoFrom a note to clients by Morgan Stanley analyst Katy Huberty that fell in my inbox Friday.
From a note to clients by Katy Huberty that landed in my inbox Thursday night.
Read More Morgan Stanley: Ignore that Apple supply chain noise
Is Apple losing its edge in China?
9 years ago
9 years agoChinese users are especially sensitive to new technology and form factor changes.
"We lower iPhone revenue estimates in FY17 by 3% to reflect weak demand ahead of the supercycle."
Read More Apple: Morgan Stanley lowers iPhone estimates, raises ASP
Loyalty to Apple at the high end of the Chinese market is remarkable stable.
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