Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Toni Sacconaghi expects a ‘solid’ Apple fiscal Q2 – But sees muted earnings growth over the next several years. From a note to Bernstein clients that landed on my desktop Monday: We expect a solid Q2 from Apple with potential upside to revenues and EPS. iPhone shipments (particularly in China) remained strong, and supply constraints eased, allowing Apple to …