Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
UBS: Focus shifts tomorrow to Apple Services – Analyst Timothy Arcuri takes as deep a dive as Ive seen into the components of Apples services revenue. Analyst Timothy Arcuri estimates gross margin for Apple Services will be a reasonable 60+%. From a note to clients that landed on my desktop Monday: FQ1:19 (Dec) iPhone weakness known; services …
