Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
BofA cuts Apple target $15 to $200, abandoning market high – From a note to clients by analyst Wamsi Mohan that landed on my desktop Thursday. Key takeaways, implications of our installed base analysis We view the installed base (IB) as a key indicator of the potential of Apples ecosystem. The overall IB has grown to over 1.8bn units and fig …
