FORTUNE -- In a note to clients Friday, ISI's Brian Marshall offers a chart and some commentary on Samsung's disappointing earnings warning.
Marshall reiterate a STRONG BUY rating (emphasis his) on Apple and a $600 price target.
"We expect," he writes, "strong product refreshes in the iPhone and iPad families (~85% of AAPL's gross profit generation) over the next ~9 months (e.g., low-cost iPhone, iPhone 5S, iPad mini 2, 5.0" iPhone, etc.) to drive an earnings re-acceleration.
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