6 posts and columns on Kathryn Huberty

Want Enterprise Growth, HP? Think Services.

in Enterprise on January 7, 2011 at 12:46 pm PT

Morgan Stanley analyst Kathryn Huberty sees a lot of potential for growth in HP’s Enterprise business, that is if it can negotiate a tricky cultural shift toward services.

Morgan Stanley: iPhone Market Share Would Double Without Exclusivity

in News on October 2, 2009 at 7:34 am PT

Add Morgan Stanley’s Kathryn Huberty to the list of analysts calling for Apple to broaden the iPhone’s distribution by ending carrier exclusivity deals. In a research note issued this morning, Huberty–noting that the iPhone’s market share grew 136 percent in France when Apple switched to multicarrier agreements there–said iPhone sales could more than double if the company took a similar tack in other countries.
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Morgan Stanley Upgrades Apple to King of Mobile Internet

in News on May 26, 2009 at 9:11 am PT

Apple has $29 billion in cash, no debt, a 36 percent gross margin, and it’s on the cusp of another iPhone ugrade cycle. Little wonder, then, that analysts are raising their target prices on the company’s stock. Among those doing so today: Morgan Stanley’s Kathryn Huberty, who says “Apple is emerging as the clear leader in the battle over the mobile Internet.”
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The PC Industry Is Looking Even Worse

in News on February 24, 2009 at 5:48 am PT

It’s been clear for a couple of months now that few people are buying PCs–and that those who are buying are extremely cheap. On Monday, a report from Morgan Stanley gave the latest estimate of how declining prices and frugal consumers will affect the industry over the next couple of years. The findings aren’t encouraging.

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Tech Hardware: Morgan Stanley Cuts Targets for Apple, Dell, EMC, HP, IBM on Strong Buck, Global Slowdown

in News on September 22, 2008 at 10:40 am PT

In a sweeping call on tech hardware stocks, Morgan Stanley’s Kathryn Huberty and Scott Coleman cut price targets on earnings estimates for a host of hardware and telecom equipment companies to reflect the strengthening of the U.S. dollar and a slowdown in global demand.