Brian White - Drexel Hamilton

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Last quote by Brian White

Our numbers are actually pretty conservative going into what I think will be a big cycle.feedback
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May 08 2017
Find all of Brian White’s quotes that have been published in 18 different articles on this page. Brian White’s quotes are organized by date and topic, making it easy for you to compare, for example, what Brian White has said both recently, and in the past, on a variety of topics. Some of the topics Brian White likes to comment on include Apple Watch, China and product. Most recently, Brian White said, “We believe Apple remains among the most underappreciated stocks in the world. Apple's valuation has been depressed for years as investors grew concerned that Apple would fall victim to the missteps of consumer electronic companies of the past. However, Apple has proven its resilience through its unique ability to develop hardware, software and services that work seamlessly together.”.
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Brian White quotes

It's not just the iPhone 10. It's also services – they're going to double in the next four years. You've got a valuation that allows for upside. So there's a lot [that's] exciting to look forward to at Apple.feedback

More and more companies are trying to control some content to enhance their ecosystem. What you're starting to see ... is other ecosystems start to bring in content, and Apple really hasn't done that in a big way. I think you've got to think about what Microsoft does longer term. I mean, they've got a huge percentage of the desktop PC and mobile PC market, and where are they going to go?feedback

There will be a lot of pressure to bring some manufacturing back to the U.S.. If I were Apple, I would bring whatever they need to bring back – through the repatriation, because it may be connected – and they could market iPhones made in the U.S. and charge a premium. Can [CEO] Tim Cook make Apple grow again? I think that's what we're going to see next week.feedback

Both countries need each other a lot. Foxconn, for example, employees a million people working on Apple products in China. We, as consumers – the vast majority of consumers in the U.S. – enjoy lower prices. Both countries are winning based on the way things are set up.feedback

Being a 'teenager' reminds me of Oracle and Microsoft as they were starting to emerge in the late 1990s. I think [Salesforce] is positioned better than ever. The scale is there.feedback

They're trying to broaden their reach, and there's nothing wrong with that. I don't view it as a negative thing. It's not like, Oh my God, they're doing a lot of acquisitions, and that's because they can't find growth.' That is absolutely not true. What is true is there are some phenomenal assets out there that are for sale.feedback

I highly doubt we're going to go into a trade war with China, which would not help anyone.feedback

Silicon Valley was mostly supportive of [Hillary] Clinton . ... So there was more of a shock there than in other industries.feedback

A healthy upgrade – that's really all we need.feedback

We're not saying iPhone 7 is a game changer, we are saying it's going to be a solid upgrade, high quality product that will return the iPhone and Apple to growth in 2017. I think you are still in this gloom-and-doom cycle, but off the bottom.feedback

Although likely a contentious issue with iPhone users at first, we believe this will soon be forgotten.feedback

In our view, Box is one of the more underappreciated and misunderstood cloud plays in the market today.feedback

They took a risk with Apple Watch, which I think is a phenomenal product.feedback

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