AppleInsider | Morgan Stanley http://www.appleinsider.com/ AppleInsider has been the leading source of insider news and rumors on Apple Computer since 1997. en-us Fri, 10 Feb 2012 11:41:27 -0500 AppleInsider | Morgan Stanley http://images.appleinsider.com/images/toolbar_logo_textAI.gif http://www.appleinsider.com/ Apple predicted to sell up to 40M iPhones on China Mobile, China Telecom in 2013 http://www.appleinsider.com/articles/12/01/30/apple_predicted_to_sell_as_many_as_40m_iphones_on_china_mobile_china_telecom_in_2013/ Investment bank Morgan Stanley believes Apple will partner up with both China Telecom and China Mobile "over the next year" to make its iPhone available on all three Chinese carriers, a move that coul... http://www.appleinsider.com/articles/12/01/30/apple_predicted_to_sell_as_many_as_40m_iphones_on_china_mobile_china_telecom_in_2013/ Mon, 30 Jan 2012 08:00:00 GMT Wowed Wall Street watchers raise forecasts after Apple's 'perfect' $46B quarter http://www.appleinsider.com/articles/12/01/25/wowed_wall_street_watchers_raise_forecasts_after_apples_perfect_46b_quarter_/ Analysts on Wall Street were blown away by Apple's blistering holiday 2011 quarter, and promptly revised their estimates even higher following the news. Apple's first quarter of its fiscal 2012 was... http://www.appleinsider.com/articles/12/01/25/wowed_wall_street_watchers_raise_forecasts_after_apples_perfect_46b_quarter_/ Wed, 25 Jan 2012 14:12:00 GMT 67% of potential Asian iPhone buyers remain untapped by Apple http://www.appleinsider.com/articles/11/11/21/67_of_potential_asian_iphone_buyers_remain_untapped_by_apple/ The iPhone could see huge sales numbers in Asia as the region's burgeoning smartphone market has been largely untapped, with only about 22 percent of carriers selling Apple's handset, according to a n... http://www.appleinsider.com/articles/11/11/21/67_of_potential_asian_iphone_buyers_remain_untapped_by_apple/ Mon, 21 Nov 2011 14:11:00 GMT Apple Q4 2011 earnings disappointment attributed to iPhone transition 'hiccup' http://www.appleinsider.com/articles/11/10/19/apple_q4_2011_earnings_disappointment_attributed_to_iphone_transition_hiccup/ After Apple's quarterly earnings failed to live up to Wall Street consensus estimates, some analysts have labeled the September quarter a "transitional quarter" for Apple, while remaining reassured th... http://www.appleinsider.com/articles/11/10/19/apple_q4_2011_earnings_disappointment_attributed_to_iphone_transition_hiccup/ Wed, 19 Oct 2011 05:48:00 GMT Wall Street response to iPhone 4S muted, but optimistic http://www.appleinsider.com/articles/11/10/05/wall_street_response_to_iphone_4s_muted_but_optimistic/ Following Apple's unveiling of the iPhone 4S on Tuesday, Wall Street's response was relatively subdued, though analysts remain optimistic that Apple sales growth will continue to rise. Apple took t... http://www.appleinsider.com/articles/11/10/05/wall_street_response_to_iphone_4s_muted_but_optimistic/ Wed, 05 Oct 2011 04:18:00 GMT Morgan Stanley recommends Apple use cash for share buybacks, dividends http://www.appleinsider.com/articles/11/09/12/morgan_stanley_recommends_apple_use_cash_for_share_buybacks_dividends/ Investment bank Morgan Stanley took the position on Monday that Apple is "more likely than ever" to return some of its $76 billion in cash to shareholders and recommended either share buybacks or divi... http://www.appleinsider.com/articles/11/09/12/morgan_stanley_recommends_apple_use_cash_for_share_buybacks_dividends/ Tue, 13 Sep 2011 02:26:00 GMT Wall Street expects smooth transition from Steve Jobs to Tim Cook http://www.appleinsider.com/articles/11/08/24/wall_street_expects_smooth_transition_from_steve_jobs_to_tim_cook/ Responding to the news that Steve Jobs is stepping down as Apple CEO, Wall Street analysts affirmed the company's position, predicting a relatively uneventful transition for the company and calling Ti... http://www.appleinsider.com/articles/11/08/24/wall_street_expects_smooth_transition_from_steve_jobs_to_tim_cook/ Thu, 25 Aug 2011 03:41:00 GMT Wall Street doesn't expect Google-Motorola deal to affect Apple http://www.appleinsider.com/articles/11/08/16/wall_street_doesnt_expect_google_motorola_deal_to_affect_apple/ While the move may be good for the parties directly involved, Google's purchase of Motorola is not expected to have a major effect on Apple, Wall Street analysts have said. Analysts took the opport... http://www.appleinsider.com/articles/11/08/16/wall_street_doesnt_expect_google_motorola_deal_to_affect_apple/ Tue, 16 Aug 2011 13:00:00 GMT Wall Street: Apple earnings 'nothing short of a blowout' after record quarter [u] http://www.appleinsider.com/articles/11/07/19/wall_street_apple_earnings_nothing_short_of_a_blowout_after_record_quarter/ 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." Apple CEO Steve Jobs revealed on ... http://www.appleinsider.com/articles/11/07/19/wall_street_apple_earnings_nothing_short_of_a_blowout_after_record_quarter/ Wed, 20 Jul 2011 01:15:00 GMT Apple to begin assembling iPhone 5 'in mid to late August' http://www.appleinsider.com/articles/11/06/26/apple_to_begin_assembling_iphone_5_in_mid_to_late_august__report/ 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. ... http://www.appleinsider.com/articles/11/06/26/apple_to_begin_assembling_iphone_5_in_mid_to_late_august__report/ Mon, 27 Jun 2011 03:30:00 GMT Apple execs focused on software-driven iPhone product cycle, says analyst http://www.appleinsider.com/articles/11/05/05/apple_execs_focused_on_software_driven_product_cycle_says_analyst/ 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 announ... http://www.appleinsider.com/articles/11/05/05/apple_execs_focused_on_software_driven_product_cycle_says_analyst/ Thu, 05 May 2011 06:40:00 GMT Fears of iPad cannibalization drive PC estimates downward http://www.appleinsider.com/articles/11/04/28/fears_of_ipad_cannibalization_drive_pc_estimates_downward/ 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. In a note issued to clients Thu... http://www.appleinsider.com/articles/11/04/28/fears_of_ipad_cannibalization_drive_pc_estimates_downward/ Fri, 29 Apr 2011 03:00:00 GMT Apple makes record $11B in purchase commitments, earns its highest margins in Asia http://www.appleinsider.com/articles/11/04/25/apple_makes_record_11b_in_purchase_commitments_earns_its_highest_margins_in_asia/ 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 ... http://www.appleinsider.com/articles/11/04/25/apple_makes_record_11b_in_purchase_commitments_earns_its_highest_margins_in_asia/ Mon, 25 Apr 2011 12:35:00 GMT Wall Street: Apple is "magical growth story" in tech, defies gravity http://www.appleinsider.com/articles/11/04/21/wall_street_apple_is_magical_growth_story_in_tech_defies_gravity/ 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 re... http://www.appleinsider.com/articles/11/04/21/wall_street_apple_is_magical_growth_story_in_tech_defies_gravity/ Thu, 21 Apr 2011 06:15:00 GMT Apple reportedly working on 'Smart TV' prototype in bid for living room http://www.appleinsider.com/articles/11/03/25/analyst_says_apple_working_on_smart_tv_prototype_in_bid_for_living_room/ 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... http://www.appleinsider.com/articles/11/03/25/analyst_says_apple_working_on_smart_tv_prototype_in_bid_for_living_room/ Fri, 25 Mar 2011 05:00:00 GMT Wall Street impressed by 'evolutionary' improvement in Apple's iPad 2 http://www.appleinsider.com/articles/11/03/02/wall_street_impressed_by_evolutionary_improvement_in_apples_ipad_2/ 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 ... http://www.appleinsider.com/articles/11/03/02/wall_street_impressed_by_evolutionary_improvement_in_apples_ipad_2/ Thu, 03 Mar 2011 04:35:00 GMT Apple's secret $3.9B investment could buy 136M iPhone, 60M iPad displays http://www.appleinsider.com/articles/11/01/21/apples_secret_3_9b_investment_could_buy_136m_iphone_60m_ipad_displays/ 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 Stre... http://www.appleinsider.com/articles/11/01/21/apples_secret_3_9b_investment_could_buy_136m_iphone_60m_ipad_displays/ Fri, 21 Jan 2011 15:25:00 GMT Apple's 'stunning' first quarter exceeds Wall Street's lofty expectations http://www.appleinsider.com/articles/11/01/19/apples_stunning_first_quarter_exceeds_wall_streets_lofty_expectations/ 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. Apple posted record revenue of $26.... http://www.appleinsider.com/articles/11/01/19/apples_stunning_first_quarter_exceeds_wall_streets_lofty_expectations/ Wed, 19 Jan 2011 14:25:00 GMT Apple outlook raised to 7 million iPads, 4.3 million Macs for Q1 2011 http://www.appleinsider.com/articles/11/01/18/apple_outlook_raised_to_7_million_ipads_4_3_million_macs_for_q1_2011/ Apple is expected to beat even some above-consensus revenue numbers when it announces earnings Tuesday night, having sold new peak numbers of iPhones, iPads and Macs in the winter quarter. Analys... http://www.appleinsider.com/articles/11/01/18/apple_outlook_raised_to_7_million_ipads_4_3_million_macs_for_q1_2011/ Tue, 18 Jan 2011 05:00:00 GMT Apple seen selling 100 million iPhones, 40 million iPads in 2011 http://www.appleinsider.com/articles/11/01/17/apple_seen_selling_100_million_iphones_40_million_ipads_in_2011/ Any drop in Apple's share price tomorrow "presents a buying opportunity ahead of earnings," according to the latest analyst to weigh in on the impact Steve Jobs' leave of absence may have on investors... http://www.appleinsider.com/articles/11/01/17/apple_seen_selling_100_million_iphones_40_million_ipads_in_2011/ Tue, 18 Jan 2011 02:00:00 GMT Analyst sees CDMA iPhone coming to China Telecom, India's Reliance http://www.appleinsider.com/articles/11/01/11/analyst_sees_cdma_iphone_coming_to_china_telecom_indias_reliance/ 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." Morgan Stanley... http://www.appleinsider.com/articles/11/01/11/analyst_sees_cdma_iphone_coming_to_china_telecom_indias_reliance/ Wed, 12 Jan 2011 03:55:00 GMT Morgan Stanley: Apple stock no longer a 'Best Idea,' but still recommended http://www.appleinsider.com/articles/10/12/14/morgan_stanley_apple_stock_no_longer_a_best_idea_but_still_recommended/ 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. How... http://www.appleinsider.com/articles/10/12/14/morgan_stanley_apple_stock_no_longer_a_best_idea_but_still_recommended/ Tue, 14 Dec 2010 13:00:00 GMT China offers Apple vast new growth potential http://www.appleinsider.com/articles/10/11/01/china_offers_apple_vast_new_growth_potential/ 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 ... http://www.appleinsider.com/articles/10/11/01/china_offers_apple_vast_new_growth_potential/ Mon, 01 Nov 2010 23:00:00 GMT Best Buy CEO backpedals on iPad cannibalization comment http://www.appleinsider.com/articles/10/09/18/best_buy_ceo_backpedals_on_ipad_cannibalization_comment/ 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. "The reports... http://www.appleinsider.com/articles/10/09/18/best_buy_ceo_backpedals_on_ipad_cannibalization_comment/ Sat, 18 Sep 2010 05:15:00 GMT Morgan Stanley: Apple's iPad consuming 25% of PC notebook sales http://www.appleinsider.com/articles/10/09/17/morgan_stanley_apples_ipad_consuming_25_of_pc_notebook_sales/ 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. Analyst Katy Huberty with Morgan Stanley revea... http://www.appleinsider.com/articles/10/09/17/morgan_stanley_apples_ipad_consuming_25_of_pc_notebook_sales/ Fri, 17 Sep 2010 16:35:00 GMT Apple expected to have 100M iPhone subscribers by end of 2011 http://www.appleinsider.com/articles/10/06/17/apple_expected_to_have_100m_iphone_subscribers_by_end_of_2011/ 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.... http://www.appleinsider.com/articles/10/06/17/apple_expected_to_have_100m_iphone_subscribers_by_end_of_2011/ Thu, 17 Jun 2010 18:10:00 GMT Wall Street expects iPhone 4 to impress, boost sales for Apple http://www.appleinsider.com/articles/10/06/08/wall_street_expects_iphone_4_to_impress_boost_sales_for_apple/ Following the introduction of iPhone 4, Wall Street analysts said Apple will see even greater sales of its handset in the next year driven by consumer demand for the impressive new hardware. Analys... http://www.appleinsider.com/articles/10/06/08/wall_street_expects_iphone_4_to_impress_boost_sales_for_apple/ Tue, 08 Jun 2010 12:15:00 GMT Continued iPhone growth could push Apple stock to $400 http://www.appleinsider.com/articles/10/05/24/continued_iphone_growth_could_push_apple_stock_to_400/ 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... http://www.appleinsider.com/articles/10/05/24/continued_iphone_growth_could_push_apple_stock_to_400/ Mon, 24 May 2010 12:00:00 GMT 44% of iPad buyers view Apple's tablet as notebook replacement http://www.appleinsider.com/articles/10/05/06/sales_of_apple_ipad_expected_to_cannibalize_notebooks_ipod_touch/ 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. The March 2010 Alp... http://www.appleinsider.com/articles/10/05/06/sales_of_apple_ipad_expected_to_cannibalize_notebooks_ipod_touch/ Thu, 06 May 2010 14:00:00 GMT Expectations for Apple hit new heights after record iPhone sales http://www.appleinsider.com/articles/10/04/21/expectations_for_apple_hit_new_heights_after_record_iphone_sales/ 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. On Tu... http://www.appleinsider.com/articles/10/04/21/expectations_for_apple_hit_new_heights_after_record_iphone_sales/ Wed, 21 Apr 2010 12:40:00 GMT Oppenheimer raises Apple target ahead of second quarter earnings http://www.appleinsider.com/articles/10/04/16/oppenheimer_raises_apple_target_ahead_of_second_quarter_earnings/ 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 a... http://www.appleinsider.com/articles/10/04/16/oppenheimer_raises_apple_target_ahead_of_second_quarter_earnings/ Fri, 16 Apr 2010 14:00:00 GMT Strong interest in Apple iPad expected to produce 7M first-year sales http://www.appleinsider.com/articles/10/04/14/strong_interest_in_apple_ipad_expected_to_produce_7m_first_year_sales/ 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... http://www.appleinsider.com/articles/10/04/14/strong_interest_in_apple_ipad_expected_to_produce_7m_first_year_sales/ Wed, 14 Apr 2010 12:10:00 GMT Apple to build 8-10M iPads in 2010, begins shipping preorders http://www.appleinsider.com/articles/10/03/29/apple_to_build_8_10m_ipads_in_2010_begins_shipping_preorders/ 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. In a... http://www.appleinsider.com/articles/10/03/29/apple_to_build_8_10m_ipads_in_2010_begins_shipping_preorders/ Mon, 29 Mar 2010 12:05:00 GMT 'Material' market gains expected from Apple's 25 new China stores http://www.appleinsider.com/articles/10/03/22/material_market_gains_expected_from_apples_25_new_china_stores/ 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 sal... http://www.appleinsider.com/articles/10/03/22/material_market_gains_expected_from_apples_25_new_china_stores/ Mon, 22 Mar 2010 13:35:00 GMT Apple predicted to introduce lower cost iPhone models in June http://www.appleinsider.com/articles/10/02/26/apple_predicted_to_introduce_lower_cost_iphone_models_in_june/ 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. Katy Huberty... http://www.appleinsider.com/articles/10/02/26/apple_predicted_to_introduce_lower_cost_iphone_models_in_june/ Fri, 26 Feb 2010 13:25:00 GMT Pre-paid Chinese iPhone could see 10M sales a year http://www.appleinsider.com/articles/10/01/29/apple_predicted_to_sell_4_5m_iphones_in_china_per_year/ 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. Analy... http://www.appleinsider.com/articles/10/01/29/apple_predicted_to_sell_4_5m_iphones_in_china_per_year/ Fri, 29 Jan 2010 18:25:00 GMT Wall Street again has high hopes for Apple after record quarter http://www.appleinsider.com/articles/09/07/22/wall_street_again_has_high_hopes_for_apple_after_record_third_quarter/ Analysts are again bullish on Apple stock after the company reported a record third quarter in Tuesday's earnings report, and provided higher-than-expected guidance in some aspects of its fourth quart... http://www.appleinsider.com/articles/09/07/22/wall_street_again_has_high_hopes_for_apple_after_record_third_quarter/ Wed, 22 Jul 2009 17:35:00 GMT Apple's Mac shipments rebounding sharply in recent weeks http://www.appleinsider.com/articles/09/07/01/apples_mac_shipments_rebounding_sharply_in_recent_weeks/ 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... http://www.appleinsider.com/articles/09/07/01/apples_mac_shipments_rebounding_sharply_in_recent_weeks/ Wed, 01 Jul 2009 14:40:00 GMT Apple upgraded by Morgan Stanley on expected iPhone boom http://www.appleinsider.com/articles/09/05/26/apple_upgraded_by_morgan_stanley_on_expected_iphone_boom/ 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, sayi... http://www.appleinsider.com/articles/09/05/26/apple_upgraded_by_morgan_stanley_on_expected_iphone_boom/ Tue, 26 May 2009 14:00:00 GMT Apple's iPhone may have outsold Android nearly 6-to-1 http://www.appleinsider.com/articles/09/01/20/apples_iphone_may_have_outsold_android_nearly_6_to_1/ While Apple may not have had the strongest of holiday sales for Macs and iPods, estimates for sales of iPhone 3G versus T-Mobile's G1 may show Apple's device having outsold one of its closest competit... http://www.appleinsider.com/articles/09/01/20/apples_iphone_may_have_outsold_android_nearly_6_to_1/ Tue, 20 Jan 2009 23:40:00 GMT