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Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?apple car Morgan Jonas4 years ago
Published December 26, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?

In other words, grow the market for all cars while shrinking the market for gas guzzlers.

Read More Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?

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Morgan Stanley: Apple Car is most formidable Tesla bear case in some timeapple tesla shorts morgan stanley4 years ago
Published December 23, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple Car is most formidable Tesla bear case in some time

From a note to clients by analyst Adam Jonas that landed on my desktop Tuesday.

Read More Morgan Stanley: Apple Car is most formidable Tesla bear case in some time

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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 huberty5 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
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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