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Katy Huberty: Why it is 'quite likely' Apple does a carapple car katy huberty4 years ago
Published January 7, 2021 by Philip Elmer-DeWitt

Katy Huberty: Why it is 'quite likely' Apple does a car

Excerpted from the transcript of a Morgan Stanley investor conference call that landed on my desktop Wednesday.

Read More Katy Huberty: Why it is 'quite likely' Apple does a car

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Morgan Stanley: iPhone lead times set new recordsapple iphone records morgan stanley4 years ago
Published January 6, 2021 by Philip Elmer-DeWitt

Morgan Stanley: iPhone lead times set new records

From a note to clients by analyst Katy Huberty that landed on my late desktop Tuesday.

Read More Morgan Stanley: iPhone lead times set new records

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Morgan Stanley: Six thoughts about the new Apple car rumorsapple car rumors morgan stanley4 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Six thoughts about the new Apple car rumors

From a note to clients by Adam Jones that landed on my desktop Monday.

Read More Morgan Stanley: Six thoughts about the new Apple car rumors

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Morgan Stanley: iPhone surprising to the upside in Chinaapple morgan huberty surprise4 years ago
Published December 18, 2020 by Philip Elmer-DeWitt

Morgan Stanley: iPhone surprising to the upside in China

"With stable builds, positive supply chain data and extended iPhone 12 lead times, we are increasingly bullish." -- Analyst Katy Huberty From a note to clients…

Read More Morgan Stanley: iPhone surprising to the upside in China

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Morgan Stanley raises Apple target $8 to $144needham apple target 2604 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Morgan Stanley raises Apple target $8 to $144

Where Katy Huberty goes, others will follow. 

Read More Morgan Stanley raises Apple target $8 to $144

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Morgan Stanley on Tesla, Apple and Amazon at $600 billionapple tesla amaazon4 years ago
Published December 11, 2020 by Philip Elmer-DeWitt

Morgan Stanley on Tesla, Apple and Amazon at $600 billion

Analysts Katy Huberty and Brian Nowak compare the valuations of three iconic tech stocks at the $0.6 trillion mark.

Read More Morgan Stanley on Tesla, Apple and Amazon at $600 billion

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Morgan Stanley: Apple headed for a record December quarterapple morgan huberty record holiday4 years ago
Published December 9, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple headed for a record December quarter

"Apple is entering the holiday period with its strongest portfolio of Products and Services in years." -- Analyst Katy Huberty

Read More Morgan Stanley: Apple headed for a record December quarter

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What Apple investors are asking Morgan Stanley's Katy Hubertyapple katy huberty questions4 years ago
Published December 4, 2020 by Philip Elmer-DeWitt

What Apple investors are asking Morgan Stanley's Katy Huberty

From a note to clients that landed on my desktop Thursday evening: Does investor focus on the iPhone 12 product cycle imply Services is less important…

Read More What Apple investors are asking Morgan Stanley's Katy Huberty

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Morgan Stanley raises Apple 'bull case' $20 to $191Apple morgan stanley bull 1914 years ago
Published November 30, 2020 by Philip Elmer-DeWitt

Morgan Stanley raises Apple 'bull case' $20 to $191

From a note to clients by analyst Katy Huberty that landed on my desktop Monday.

Read More Morgan Stanley raises Apple 'bull case' $20 to $191

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Morgan Stanley: Lead time for the iPhone 12 Pro is Apple's longest in 4 yearsapple iphone lead times huberty4 years ago
Published November 12, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Lead time for the iPhone 12 Pro is Apple's longest in 4 years

From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.

Read More Morgan Stanley: Lead time for the iPhone 12 Pro is Apple's longest in 4 years

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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