Kulbinder Garcha - Credit Suisse Group


Last quote by Kulbinder Garcha

Masking that decline is becoming increasingly difficult ... There's a legitimate risk of a reset coming.feedback
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Apr 19 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: “You have major underlying profit contraction. Some of those levers are beginning to run out. And when you start peeling away, and looking at the numbers, for example, last night, and you look at the underlying EPS, it could have missed Street estimates.” in the article Betting against Big Blue: IBM's tax bump may be running out, analyst says.
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Kulbinder Garcha quotes

We believe this is another confirming data point of stronger than expected iPhone demand, corroborating the U.S. carriers' reports a few weeks ago.feedback

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.feedback

Not everything becomes about the iPhone coming out in September and how many do they sell in the December quarter.feedback

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