Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Evercore’s Amit Daryanani: Apple could ship >35 million iPhone SE3’s in Year 1 – From a note to clients that landed on my desktop Sunday. ALL YOU NEED TO KNOW: We believe the launch should be a notable tailwind for Apple, which we think could ship 35M units in the phones first year. At a blended ASP of ~$450 or modestly higher given a …
