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Apple momentum

September 3rd, 2008 · No Comments · Geek

Ten million sales secured, is iPhone an iCannibal? | 9 to 5 Mac
Apple’s iPhone sales are breaking expectations, with the latest guess-timates indicating eight million sales of the iPhone this year alone – meaning the company’s well on course to achieve its stated ten million sales target.AppleInsider | RBC says sub-$100 “iPod phone” market up [...]

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Morgan Stanley and Needham on Apple

June 18th, 2008 · No Comments · Geek

Fascinating note from Morgan Stanley 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 the worldwide [...]

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