This is Mac OS-Camon.

This is Mac OS Ken.

Another analyst gets turned on to Apple Vision Pro.

Developers get a new round of OS betas and notable names returning

to Apple TV Plus. It is Wednesday, the 7th of February, 2024.

I'm Ken Ray, and this is news from Maco-S Ken.

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Apple 3.0.3.

Philip Elmer DeWitt at Apple 3.0 has an idea for getting analysts interested in Apple Vision Pro. Have them put one on.

I told you yesterday of his post that had B of A analyst Wamsi Mohan trying out the headset, scribbling on the back of an envelope,

then saying Apple's spatial computing device could add somewhere between 68 cents and

89 cents per share to Apple's earnings per share over the next five years.

Now it seems something similar has happened to Morgan Stanley analyst Eric Woodring.

In Woodring's note, 72 hours with Division Pro, the analyst says the first version is a niche device,

but one that has incredible long-term potential versus relatively muted investor expectations.

Yes, it needs to get smaller and yes, the price needs to come down.

As things stand right now, he and his are looking for Vision Pro to generate just $4 billion

of revenue by fiscal year 27.

That said, he says again that the long-term potential of the Vision Pro is immense and against

low investor expectations, giving it the potential to surprise to the upside over the next three to five years.

Mr. Woodring has an overweight rating on Apple's shares. His price target on the shares is

...