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 [...]
Morgan Stanley and Needham on Apple
June 18th, 2008 · No Comments · Geek
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