Katy Huberty is back from China with Apple news

May 8, 2013 Posted By: Leave a comment
Morgan Stanley's chief Apple watcher was visiting Hong Kong and Taiwan.

FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).

She makes several points: (I quote)

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