Another 16.4% "somewhat interested" in buying Apple's tablet computer
From the day the iPad was introduced, Katy Huberty's estimates of how many units Apple (AAPL) would sell -- 6 million in calendar 2010 and 7 million in the first 12 months -- were significantly higher than The Street's. (See How many iPads will Apple sell?)
In a report to clients Wednesday, Morgan Stanley's chief Apple watcher trotted out the results of a MOREPhilip Elmer-DeWitt - Apr 14, 2010 6:46 AM ET
Build rates have increased, according to a report by Morgan Stanley's chief Apple watcher
In a report to clients issued Monday -- five days before the iPad goes on sale -- Morgan Stanley's Katy Huberty says Apple's (AAPL) Asian suppliers have revised their shipping forecasts for the tablet computer, suggesting strong initial demand. Her key findings:
iPad suppliers now forecast shipments of 8-10 million iPads in calendar 2010, up from their previous MOREPhilip Elmer-DeWitt - Mar 29, 2010 6:36 AM ET
How the company's growing retail presence is driving Mac market share gains
In a report to clients issued overnight Monday about Apple's (AAPL) opportunities for growth in China, Morgan Stanley's Katy Huberty adds, almost as a throwaway, the instructive charts at right (see also below the fold).
They show what she calls the "Positive Correlation Between Apple Store Expansion and Mac Market Share."
Correlation does not mean causation, of course, but the trends MOREPhilip Elmer-DeWitt - Mar 22, 2010 7:16 AM ET
A Morgan Stanley analyst offers one scenario where AAPL could hit $435 by 2012
In a report to clients issued Friday, Morgan Stanley's Katy Huberty offered one of her patented risk-reward snapshots of Apple (AAPL), this one even more optimistic than the last, thanks to what she sees as two new catalysts:
The iPad launch in March. Huberty is anticipating unit sales of 6 million in calendar 2010, considerably higher than the MOREPhilip Elmer-DeWitt - Feb 26, 2010 8:11 AM ET
The third in a series of previews of Apple's results for the first fiscal quarter of 2010
Earlier this week we sampled the Street's expectations for Apple's (AAPL) iPhone and Mac sales in the fiscal quarter that ended on Dec. 26.
Today we look at the analysts' Q1 2010 estimates for a product line in transition: from simple MP3 players like the classic iPod to pocket-sized computers like the iPod touch.
Apple doesn't MOREPhilip Elmer-DeWitt - Jan 8, 2010 8:00 AM ET
That's her "bull" case. In her "bear" scenario, Apple falls to $150 per share in 2010.
Katy Huberty's three scenarios for Apple (AAPL) -- bear, base and bull -- is the lead item in Morgan Stanley's "Key Surprises for 2010," a 15-company forecast issued to clients Wednesday.
Huberty is leaning heavily toward the bull, offering three paths by which Apple hits somewhere between $325 and $435 per share within the next 12 MOREPhilip Elmer-DeWitt - Dec 16, 2009 10:26 AM ET
The investment bank has seen the future and it looks a lot like the iPhone
Apple's (AAPL) iPhone was the hero of an hour-long conference-call seminar on The Mobile Internet presented Tuesday by Morgan Stanley.
The report was intended to be a follow-up to Mary Meeker's 1995 "The Internet Report," which became known as "the bible" of the dot-com boom.
Graphics like the one at right charting the rapid growth of the iPhone/iPod MOREPhilip Elmer-DeWitt - Dec 16, 2009 6:23 AM ET
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