Founder of the Braeburn Group of independent analysts and editor of the Posts At Eventide blog.
Santa Clarita, California
Joined April 2010
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Andy Hargreaves raises his Apple price target to $187 with Overweight rating: barrons.com/articles/apples-…. Did the sun stand still in the sky?
Katy Huberty raises AAPL price target to $199: barrons.com/articles/apple-i…. Apple Watch is the "sleeper" product of FY2018.
In the context of the imminent demand surge for the X, the 8 and the favorable model mix supports higher ASP expectations for FY2018.
@three28capital @neilcybart @BenBajarin I expect China to have lead iPhone unit sales growth in the Sept. quarter, results above consensus.
@AngelLamuno Please see the March quarter 10-Q available on the Apple investor site for info on the numbers of shares subject to exercise.
@AngelLamuno The number includes all shares outstanding and subject to exercise. The total is slightly higher than the basic share count.
@MichaelOransky Thank you. I have preliminary models for FY2016. I’d like to see the release of the Apple Watch before publishing numbers.
The Ever-Changing World of Apple - No matter Apple’s size, the company remains a highly dynamic enterprise - bit.ly/1Bgg7KH
Apple’s Magical Mystery Year: The Trend Is Again The Company’s Friend - bit.ly/1uXMRE0
@sposfanatic I'm not posting that just yet. I do have one decidedly out-of-favor equity I like. I'm waiting on the company's next conf call
@sposfanatic The market for pre-owned iPhones is red hot. This boosts new sales and expands addressable market for services and developers.
@MichaelFShipe There are a number of factors that impact Japan's high operating income ratio including product prices and regional GM.
@sposfanatic For FY2016, Apple Watch and other new products and services will need to contribute in a material way to aggregate growth.
@sposfanatic I track Apple, key component suppliers and the digital device markets in general.