Epstein Secrets

From: Richard Kahn Sent: Thursday, January 25, 2018 1:31 PM To: Jeffrey Subject: Fwd: Apple, Inc.: We Expect Dec Q Beat, Limited Risk of a Guide Down Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 Begin fo

ains point to iPhone shipments down slightly in the US, up =lightly in Europe, but up strong double-digits in China during FY18 =1). Our proprietary AlphaWise data confirms accelerated market share rains in China post the iPhone 8/X launch which sustained through =id-December (2) and we see accelerating gr

From: Richard Kahn Sent: Thursday, Decem er , : To: jeffrey E. Subject: Fwd: Apple, Inc.: iPhone X Accelerating Apple Share Gains in China Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 Begin forw

China data show faster adoption vs. iPhone 8 =nd 8 Plus. Recall, three weeks ago we published a report on data that =e analyzed in conjunction with AlphaWise that aggregates smartphone =ata from a push-messaging service in China, highlighting Apple's =rowing share of active smartphones in China — which ru

ociates Inc. 575 =exington Avenue, 4th Floor New =ork, NY 10022 tel fax cell Begin forwarded message: From: =/b>"Morgan Stanley" Subject: =/b>Apple, Inc.: =evving Up Ahead of Supercycle Date: =/b>August 1, 2017 at 9:32:24 PM =DT To: =/b Reply-To: qb>[email protected]> <http://w

sh heading into the iPhone supercycle where we see 23% =Phone unit growth supported by a 20% increase in the base of aged =two-year old) iPhones and AlphaWise data that highlights meaningful =pportunity to win switchers, particularly in China. The new, higher =riced OLED iPhone will also pull ASPs up by 14