Topic: Katy Huberty
China offers Apple vast new growth potential
2010/01/11, 07:11 pm
Morgan Stanley analyst Katy Huberty described China as an "unappreciated" potential growth driver for Apple, setting a $375 "base case" target for the company's stock and a "bull case" scenario where Apple shares could reach $500 by next fall.
Best Buy CEO backpedals on iPad cannibalization comment
2010/18/09, 01:09 am
Brian Dunn, CEO of Best Buy, issued a statement Friday clarifying his earlier comment that the iPad had cannibalized sales of some notebook and netbook models by as much as 50 percent.
Morgan Stanley: Apple's iPad consuming 25% of PC notebook sales
2010/17/09, 12:09 pm
A new model demonstrating the notebook sales trends over the past year shows a significant market-wide decline since the introduction of Apple's iPad.
Apple expected to have 100M iPhone subscribers by end of 2011
2010/17/06, 02:06 pm
With a total user install base of 30 million at the end of 2009, Apple's number of active iPhone subscribers is expected by one prominent analyst to more than triple to 100 million by the end of 2011.
Continued iPhone growth could push Apple stock to $400
2010/24/05, 08:05 am
Morgan Stanley analyst Katy Huberty said Monday she believes iPhone market share growth, including in the enterprise market, along with strong initial demand for the iPad will push Apple stock to $310, but her "bull case" scenario shows it going even higher, to $400.
44% of iPad buyers view Apple's tablet as notebook replacement
2010/06/05, 10:05 am
A survey of iPad buyers found that 44 percent would purchase the touchscreen device instead of a notebook, and 41 percent would not buy an iPod touch as a result of their tablet.
Expectations for Apple hit new heights after record iPhone sales
2010/21/04, 08:04 am
Apple's 8.75 million iPhones sold in the March quarter combined with a better-than-expected launch of the iPad has led analysts to increase their already bullish views on the company's stock.
Oppenheimer raises Apple target ahead of second quarter earnings
2010/16/04, 10:04 am
Research investment firm Oppenheimer on Friday raised its price target and estimates for Apple through the end of the fiscal year to reflect improving momentum across all the company's product lines and expectations of strong March quarter results.
Strong interest in Apple iPad expected to produce 7M first-year sales
2010/14/04, 08:04 am
A new survey of 2,500 consumers found that a large number -- 21 percent -- are interested in purchasing an iPad, which has led one prominent analyst to project 7 million sales of Apple's new device in its first 12 months on the market.
Apple to build 8-10M iPads in 2010, begins shipping preorders
2010/29/03, 08:03 am
As Apple began shipping the first iPads to those who first preordered, a new report on Monday said the company plans to ship between 8 million and 10 million devices in the 2010 calendar year.
'Material' market gains expected from Apple's 25 new China stores
2010/22/03, 09:03 am
With Apple's retail presence delivering growth in Mac and iPhone marketshare elsewhere in the world, the company's plans to build 25 new stores in China is expected to have a significant impact on sales.
Apple predicted to introduce lower cost iPhone models in June
2010/26/02, 08:02 am
Apple's next update to the blockbuster iPhone handset is expected by one prominent analyst to have a lower total cost of ownership, and to also include new gesture-based functionality.
Pre-paid Chinese iPhone could see 10M sales a year
2010/29/01, 01:01 pm
Despite a slow start, Apple's smartphone presence in China could grow to 5 million iPhone sales per year -- and could even double that if the company were to offer a lower cost prepaid model.
Apple's Mac shipments rebounding sharply in recent weeks
2009/01/07, 10:07 am
An aggressive back-to-school promotion and a more affordably-priced overhaul to Apple's MacBook Pro notebook line are boosting Apple's personal computer shipments to levels not seen since last October, shortly before the economic climate caught up with the Mac maker in earnest.
Apple upgraded by Morgan Stanley on expected iPhone boom
2009/26/05, 10:05 am
Arguing that the market is underestimating demand for iPhones over the next two calendar years, investment bank Morgan Stanley on Tuesday upgraded shares of Apple to Overweight from Equal-weight, saying success of the touchscreen handset should offset any growth risks in the company's core Mac and iPod businesses.
iPhone seen as still too expensive, losing steam in fall
2008/10/12, 07:12 pm
A new report warns that halving the iPhone's price this summer still wasn't enough to truly grow sales -- and that recent metrics may show an actual shrink in sales during the early fall.
Apple shares tumble on downgrades from investment banks
2008/29/09, 11:09 am
Shares of Apple bled more than 17 percent of their value in Monday morning trading on the Nasdaq stock market after analysts for investment banks Morgan Stanley and RBC Capital both downgraded their outlook on the company, citing a worsening consumer environment.
Morgan Stanley compares Apple to Nintendo while raising estimates
2008/18/06, 10:06 am
Apple's iPhone 3G product cycle and high margin revenue from associated services and software can elevate the company's valuation closer to that of Nintendo, says Morgan Stanley, which sees growing similarities between the two firms' business models.
France's Orange may be next to cut iPhone price, eat losses - reports
2008/18/04, 10:04 am
Apple is in talks with its exclusive French wireless carrier, Orange, to lower the price of the iPhone in France following disappointing sales, Les Echos is reporting.
Morgan Stanley: 40% of college students plan to buy Macs
2008/26/03, 03:03 pm
Apple's rapidly rising mindshare amongst current generation college students is setting the company up for an "aging phenomenon" that will spur further market share and revenue growth as those students enter the work force, investment bank Morgan Stanley said Wednesday.

