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Morgan Stanley believes that health care is an opportunity for Apple (NASDAQ: AAPL) to "cause digital disruption" like "iTunes has made for Music or the App Store for mobile services".
Key Quote: "While others have more capabilities in Artificial Intelligence (Google), Voice (Amazon) and Professional Cloud (Microsoft), we believe that Apple's benefits include its disproportionate user base – particular in portable equipment, a steward of confidentiality of data. "
Morgan Stanley sees in the US a $ 3.5 million TAM for health care, which is "nascent in its digital transformation".
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