We’ve mentioned a couple of times that Morgan Stanley's Katy “K-Hub” Huberty is one of the few analysts loudly swimming against the tide of Apple-flavoured negativity.
Joining her is Barclays' Ben Reitzes, who reckons things are about to get a whole lot better for Team Cupertino.
Apple has been uncharacteristically quiet of late. Last September we met the iPhone 5, and the following month Cook & Co introduced the iPad mini and fourth gen iPad.
The Californians are thought to have a ton of stuff up their sleeves (iPhone 5S, budget iPhone, iPad mini 2 with Retina display, fifth gen iPad, iWatch), but much of it is thought to be behind schedule.
In the meantime, Apple’s stock continues its depressing freefall after hitting a record high last September.
However, Barclays' Ben yells: “We believe Apple is about to change the narrative and get investors, analysts, customers and the media finally talking about new products again -- starting with a software/services/Mac event on June 10th and a likely iPhone/iPad event in September.”
That June 10 event is of course Apple’s annual Worldwide Developers Conference (WWDC), where we’re expected to meet iOS 7. Just over four weeks to go…