Like exciting analyst reports? Neither do we really. But here you go anyway. Bernstein Research analyst Toni Sacconaghi says the following:
Mac channel inventory is below target level; Sacconaghi says that suggests a return to targeted level could add 500 basis points to Mac unit growth in the quarter.
The trio was “most bullish about the iPhone business,” seeing a chance to gain share, with its software as the principal differentiator.
In PCs, the company still sees “huge” market share headroom.
In iPods, Apple is pushing the iTouch, which benefits from its ties to
