Список проголосовавших за комментарий " Apple: Raising FY17 & FY18 ests — remains Top Pick — Needham (143.64)<p>Needham maintains FY2Q17 ests at rev of $53.2B (up 5% y/y) and EPS of $2.01 (up 6% y/y), but <strong>raise FY17 ests as their survey data suggests pent-up demand for the 10th anniversary iPhones plus stronger services rev</strong>. New FY17 rev is $229.9B (up 7% y/y) and EPS is $9.06 (up 9% y/y). AAPL remains our top stock pick for 2017 owing to: 1) Catalysts; 2) Fundamentals, 3) Technical Analysis and 4) Valuation. Potential catalysts for AAPL during 2017 include a falling corporate tax rate and repatriation of over $200B from cash balances offshore. Fundamentally, they think the right way to think about AAPL's barriers to entry, pricing power, and competitive advantage period is through the lens of its ecosystem dominance of the wealthiest 15% of smartphone owners globally; Buy, $165 tgt.</p><p><em>AAPL reports on May 2, after the close</em></p>"