Tag: Estimates

Morgan Stanley and Needham on Apple

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Fascinating note from “Morgan Stanley”:http://www.appleinsider.com/articles/08/06/18/morgan_stanley_compares_apple_to_nintendo_while_raising_estimates.html on impact of the iPhone 3G and most importantly the store. The note about the app store is right I think AppleInsider | Morgan Stanley compares Apple to Nintendo while raising estimates More broadly, the analyst’s base case scenario estimates that iPhone 3G will help Apple capture 12 percent of…