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Topic: Katy Huberty

Wall Street: Apple earnings 'nothing short of a blowout' after record quarter [u]

07/19/2011, 09:07 pm

Wall Street analysts were stunned by Apple's record quarterly earnings on Tuesday, noting that there seems to be no end in sight for the company's "upside parade."

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Apple to begin assembling iPhone 5 'in mid to late August'

06/26/2011, 11:06 pm

Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by one investment banker's recent trip to Taiwan.

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Apple execs focused on software-driven iPhone product cycle, says analyst

05/05/2011, 02:05 am

Fresh off a meeting with senior executives at Apple, Morgan Stanley analyst Katy Huberty said the company sees product cycles as being driven by software rather than hardware and is expected to announce major software updates at the Worldwide Developers Conference in June.

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Fears of iPad cannibalization drive PC estimates downward

04/28/2011, 11:04 pm

Slowing shipments of PCs have prompted some analysts to revise their 2011 PC shipment estimates downward over concerns that Apple's iPad is eating into sales of PCs.

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Apple makes record $11B in purchase commitments, earns its highest margins in Asia

04/25/2011, 08:04 am

Apple's 10-Q form filing with the U.S. Securities and Exchange Commission has revealed the largest sequential increase in purchase commitments for a March quarter to $11 billion, as iPad 2 production ramps up.

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Wall Street: Apple is "magical growth story" in tech, defies gravity

04/21/2011, 02:04 am

Wall Street was impressed with Apple's record earnings for the second quarter of fiscal 2011 on Wednesday, as one analyst calling the company a "magical growth story" and several firms raised their revenue estimates for future quarters.

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Apple reportedly working on 'Smart TV' prototype in bid for living room

03/25/2011, 01:03 am

According to one analyst's checks with Apple's Asian suppliers, the company is in the process of building a 'Smart TV' prototype as part of an ongoing effort to assert a stronger presence in consumers' living rooms.

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Wall Street impressed by 'evolutionary' improvement in Apple's iPad 2

03/02/2011, 11:03 pm

Wall Street analysts reacted positively to Apple's unveiling of the iPad 2 on Wednesday and remained optimistic about the company's continued ability to lead the tablet market, though they viewed the refresh as mostly "evolutionary."

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Apple's secret $3.9B investment could buy 136M iPhone, 60M iPad displays

01/21/2011, 10:01 am

The most likely use of Apple's secret $3.9 billion long-term supply investment is for tens of millions of displays for the iPhones and iPads the company plans to sell in the near future, one Wall Street analyst believes.

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Apple's 'stunning' first quarter exceeds Wall Street's lofty expectations

01/19/2011, 09:01 am

Apple's earnings for the first quarter of 2011 crushed analyst expectations on Wall Street, who heaped praise on the company for beating estimates by $2 billion.

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Analyst sees CDMA iPhone coming to China Telecom, India's Reliance

01/11/2011, 10:01 pm

One Wall Street analyst said Tuesday that global CDMA carriers, including China Telecom and Indian carrier Reliance, are expected to begin carrying the new CDMA iPhone 4 "over time."

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Morgan Stanley: Apple stock no longer a 'Best Idea,' but still recommended

12/14/2010, 08:12 am

Though it still recommends the stock to investors, Morgan Stanley this week removed Apple from its "Best Ideas" list, citing the company's outperformance of the market over the last six months.

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China offers Apple vast new growth potential

11/01/2010, 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.

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Best Buy CEO backpedals on iPad cannibalization comment

09/18/2010, 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.

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Morgan Stanley: Apple's iPad consuming 25% of PC notebook sales

09/17/2010, 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.

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Apple expected to have 100M iPhone subscribers by end of 2011

06/17/2010, 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.

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Continued iPhone growth could push Apple stock to $400

05/24/2010, 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.

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44% of iPad buyers view Apple's tablet as notebook replacement

05/06/2010, 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.

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Expectations for Apple hit new heights after record iPhone sales

04/21/2010, 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.

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Oppenheimer raises Apple target ahead of second quarter earnings

04/16/2010, 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.

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