iPad survey: 4.6% 'extremely interested'
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...
iPad suppliers forecast shipments of 8 – 10 million for calendar year 2010
Filed under: iPad
Analyst Katy Huberty at Morgan Stanley has published a research note forecasting shipments of 8 - 10 million iPads during calendar year 2010. That's significantly more than previous estimates, which showed shipments of about 5 million devices. The note, as reported in a...Apple ups iPad shipments – report
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...
The magic of 285 Apple Stores
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...
Apple: 3 paths to $325+ per share
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....
Analyst: There’s a market of four to five million iPhones a year in China
Filed under: Apple Financial, Apple, iPhone
I thought Apple sounded a tad bit defensive about China on the conference call Monday, but Morgan Stanley analyst Katy Huberty says there's nothing to worry about: she expects Apple to sell up to four or...How many iPods did Apple sell?
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...
Huberty: 25% chance AAPL hits $325
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...
Morgan Stanley drinks the Apple Kool-Aid
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...
