Amit Daryanani - RBC

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Last quote by Amit Daryanani

Outlook on units could be less positive in the initial months. On aggregate, 64 percent of prospective iPhone buyers preferred the new generation of iPhones, which is slightly lower than 71 percent for iPhone 7/7+ models last year. We think this is likely due to Apple not phasing out iPhone 6s and giving a wider offering to customers.feedback
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Oct 02 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 Amit Daryanani is associated, including Apple and Google. Most recently, Amit Daryanani has been quoted saying: “This year's event marked one of the most highly anticipated product announcements in recent years, and from a product perspective, the company did not disappoint. We think the new form factor and net new features/capabilities (wireless charging, AR enablement, 3-D sensing) added to the flagship device will drive accelerated device upgrades within AAPL's install base combined with increased switching activity.” in the article Wall Street says the $999 iPhone takes Apple’s ‘franchise to a whole new level’.
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Amit Daryanani quotes

Feb 06 2017

Most [investors] think upside is around $140-150 at this junction; we think the surprise could be a material uptick in capital allocation that could change this narrative. We believe the fundamental reality remains that AAPL's valuation is materially sub-par to what we anticipate is its long-term revenue and EPS potential.feedback

Nov 29 2016 - IPhone

The reason you buy an Apple product, an iPhone, is not the hardware itself, but its entire ecosystem: iOS, the App Store and so on. You're seeing challenges from Samsung, from Xiaomi, from maybe a Pixel phone right now. But that's a hardware discussion. It doesn't change the value proposition Apple has as an ecosystem.feedback

Nov 23 2016

The Obama administration was very tech friendly and tech savvy.feedback

Nov 23 2016

We will have a president who does not understand tech, does not understand how these companies work and through a single Tweet could destroy market value.feedback

Nov 23 2016

That's not to say Trump won't go after Google at some point.feedback

Nov 23 2016

The Trump administration seems to be more pro-industrials, pro-building, pro-manufacturing and significantly less favored towards technology.feedback

Apr 18 2016

In our view, IBM represents the best mix of technology businesses in the enterprise segment. However, top-line growth should remain limited near term. ... Overall, we think investors should remain on the sidelines until better signs of positive revenue growth emerge.feedback

Mar 18 2016 - IPhone

We think the replacement cycle for iPhones has stretched to 27 months versus 23 months (two years ago). Strategies like iPhone upgrade program and iPhone 5SE are levers to shrink the replacement cycle and make the product more accessible to the price-conscious segment of the marketplace.feedback

May 23 2014

The rationale makes sense.feedback

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