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Technology Stocks : Apple Inc.

AAPL 278.37

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Dec 12 3:59 PM EST

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From: Moonray	6/10/2014 11:29:14 AM
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Katy Huberty's AlphaWise Survey Showing Strong Demand For Apple's iPhone Morgan Stanley’s Apple analyst, Katy Huberty, tracks smartphone sell through using web search analytics (called AlphaWise). Her data through the end of May indicates that Apple’s iPhone is having another strong quarter with an estimated demand of 39 million iPhone’s vs. her estimate of 34 million and consensus of 35 million. At 39 million iPhones would show an increase of 25% year over year vs. 17% in the March quarter and would only be down 11% quarter over quarter vs. last years 17% sequential decline (and 26% two years ago). An extra 5 million iPhones could add $2.8 billion in revenue and about $0.15 to EPS (consensus is at $1.22 post-split). Huberty believes that promotions from Apple, retailers and carriers are driving strong demand. Apple started selling an 8GB iPhone 5c in mid-March and has been offering $99 and $199 trade-ins for the iPhone 4 and 4s since early May. U.S. carriers have also been offering deals and promotions since early 2014. AlphaWise has been a good indicator of iPhone demand More at: forbes.com o~~~ O

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