Some interesting comment on Apple $Apple (AAPL.US)$ out of $...
Some interesting comment on Apple $Apple(AAPL.US$ out of $Morgan Stanley(MS.US$ tonite, Reit OW and $220 Price Target
A) Contrary to market expectations, our Greater China Tech Hardware colleagues
just raised their June quarter iPhone builds.
just raised their June quarter iPhone builds.
B) New build forecasts point to 3-5% upside vs. our March and June quarter iPhone
shipment forecasts.
shipment forecasts.
"our Greater China Tech Hardware colleagues just raised their June quarter iPhone build expectations by 5%, or 2m
units, to 39m units (-5% Y/Y) citing checks with Hon Hai and reflecting strength of
legacy iPhone models in emerging markets, and relative stability elsewhere."
units, to 39m units (-5% Y/Y) citing checks with Hon Hai and reflecting strength of
legacy iPhone models in emerging markets, and relative stability elsewhere."
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