Kulbinder Garcha - Credit Suisse Group

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Last quote by Kulbinder Garcha

We remain convinced that the iPhone product cycle will be significant in terms of driving multi-year unit growth, and maintain our conviction on Apple's ability to introduce new higher pricing tiers with improved mix. Given this, as well as a high retention rate, we see the 8 Super-cycle will unleash pent-up demand.feedback
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May 23 2017 IPhone
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 remain convinced that the iPhone product cycle will be significant in terms of driving multi-year unit growth, and maintain our conviction on Apple's ability to introduce new higher pricing tiers with improved mix. Given this, as well as a high retention rate, we see the 8 Super-cycle will unleash pent-up demand.” in the article Buy Apple because the iPhone 8 'super-cycle' is ahead, Credit Suisse says.
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Kulbinder Garcha quotes

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.feedback

We see an opportunity for Apple to gain high-end market share and build upon the recent near-term momentum around the iPhone 7.feedback

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.feedback

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.feedback

We believe the Note 7's ongoing issues could help market share shifts for Apple.feedback

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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