"We don't see this news as a significant risk for Apple for three key reasons." — Analyst Erik Woodring
Read More What Morgan Stanley said about the risk to Apple from a Microsoft gaming app
"If we look beyond the near-term, we see a catalyst-rich event path over the next 12 months that is underappreciated by investors." -- Analyst Erik Woodring
From "Apple's more immune to the slowdown in consumer electronics, says Morgan Stanley's Erik Woodring" which aired Tuesday on CNBC.
Read More Erik Woodring: Apple guided to a decade-high gross margin (video)
"Flowing this through the model implies +7% Y/Y Dec Q Services growth, indicating upside vs. MS estimate of +5% Y/Y." -- Analyst Erik Woodring
Read More Morgan Stanley: Apple App Store revenue inched up in December
"App Store Competition? Bring It On." -- Analyst Erik Woodring
Read More Morgan Stanley: Apple sideloading is 'more bark than bite'
"While we acknowledge near-term supply disruptions remain a headwind to growth... we believe investors continue to under-appreciate the strength of Apple's ecosystem." -- Analyst Eric Woodring
Read More Why Morgan Stanley is bullish on Apple, despite what it said two days ago
"We might be taking an overly conservative approach" -- Analyst Eric Woodring
Read More Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway
From "How to trade Apple as Morgan Stanley predicts more iPhone issues ahead" which aired Wednesday on CNBC.
From "Holiday expectations for consumer PC brands with Morgan Stanley Analyst Erik Woodring" which aired Monday on CNBC.
Read More Why Morgan Stanley's Erik Woodring is overweight Apple (video)
Morgan Stanley had to scramble for new clues in Apple's 10K to make sense of the company's gross margins.
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