Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Katy Huberty: Dec. quarter upside already priced into Apple’s shares – From a note to Morgan Stanley clients that landed on my desktop Thursday. We expect AAPL to post upside to Dec Q Street estimates with an in-line guide for March, although this appears relatively priced in by the market. Revenue stability, upcoming product launches, and expansion into new markets makes …
