Last quote by Kulbinder Garcha
We see little inflection within the business fundamentals and specifically see the structural profitability may continue to erode.
Jan 13 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Kulbinder Garcha is associated, including Apple, September, and issue. Most recently, Kulbinder Garcha has been quoted saying: “We view the new post-split Xerox as a more focused, well-managed document technology company, with significant potential to expand OM [operating margin], and a long-term strategy to offset decline in overall print spend.” in the article Credit Suisse upgrades Xerox to outperform, predicts 39 percent 2017 rally post-spinoff. An other article where Kulbinder Garcha has been quoted is Buy Apple on next year's iPhone 'super cycle, ' Credit Suisse says.
Quotes by Kulbinder Garcha
Jan 03 2017
We view the new post-split Xerox as a more focused, well-managed document technology company, with significant potential to expand OM [operating margin], and a long-term strategy to offset decline in overall print spend.
Dec 06 2016
We see an opportunity for Apple to gain high-end market share and build upon the recent near-term momentum around the iPhone 7.
Oct 12 2016
You think about the high end of the smartphone market ... it's a two player market. And what we've found in the past is that when market share shifts to Apple, it tends to be permanent, because their loyalty rates and their retention rates are very high.
Oct 12 2016
We see our trip to Asia, recent news flow, Dialog's preannouncement, and the Galaxy Note 7 issues all giving us further confidence that this iPhone 7 cycle may prove stronger than expected.
Oct 09 2016
We believe the Note 7's ongoing issues could help market share shifts for Apple.
Oct 06 2016
We believe this is another confirming data point of stronger than expected iPhone demand, corroborating the U.S. carriers' reports a few weeks ago.
Jun 15 2016
We conclude that the iPhone 7 will prove to be a modest upgrade, with significant innovations pushed out to the iPhone 8. ... We note that iPhone units will still grow from this year's base, but the recovery is likely to be more muted.
Apr 06 2016
Not everything becomes about the iPhone coming out in September and how many do they sell in the December quarter.
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