"Q4 IDC results point to robust 5G demand, Apple share gains from Huawei, record notebook shipments" -- Analyst Katy Huberty
Read More Morgan Stanley: Apple gains market share worldwide
Interview: Katy Huberty on the Apple Car
4 years ago
4 years agoExcerpts from a conference call with Morgan Stanley clients that landed on my desktop Monday.
"An Apple car with a steering wheel is like an iPhone with physical buttons and a coiled rubber cord connected to a wall."— Analyst Adam Jonas
Read More Morgan Stanley's car guy has 6 thoughts about Apple Car
Investors won't know what hit them.
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
"We are buyers ahead of what we expect to be a record December quarter print." -- Analyst Katy Huberty
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
"2020 is on track to be the strongest year of PC unit shipments since 2014" — Analyst Katy Huberty
Read More Morgan Stanley: Bullish PC data imply another year of growth
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
From a note to clients by analyst Katy Huberty that landed on my late desktop Tuesday.
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