Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Jefferies Kyle McNealy adjusts Apple estimates, sticks with $195 target – From a note to Jefferies clients that landed on my desktop Wednesday. Lowering our Dec Q Unit Expectation on Manufacturing Impact, Raising ASP Were revising our Dec iPhone units down from 82.8m to 75m due to more prolonged impact from Zhengzhou COVID disruptions than we originally expected. Half of that …
