Last quote by Wamsi Mohan
We look at two aspects of potential tax law reform and their implications on Apple. … We conclude that: existing deferred tax liability on the balance sheet could allow for substantially all of Apple's foreign cash to be repatriated to the U.S. Importantly given the access to the [repatriated] cash, investors will likely assign a higher multiple to shares of Apple.feedback
Oct 09 2017
Wamsi Mohan has been quoted 5 times in 5 different articles. On this page, you will find all of Wamsi Mohan’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Wamsi Mohan speaks about are IBM, balance, and fundamental, for example. Most recently, Wamsi Mohan was quoted in the article Apple's iPhone 8 may be delayed by 3 weeks or more, Bank of America says saying, “Our conversations with the Supply Chain suggest that the iPhone 8 will ship 3-4 weeks delayed given technological issues which Apple and its suppliers are working through.”.
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Quotes by Wamsi Mohan
Jul 12 2017
Our conversations with the Supply Chain suggest that the iPhone 8 will ship 3-4 weeks delayed given technological issues which Apple and its suppliers are working through.feedback
Mar 23 2017
All three models are expected to have [a] front and back glass cover and wireless charging. The frame is expected to be stainless steel in the OLED [display] model and aluminum in the other two. Given the significant content increase, in our opinion, AAPL will raise the ASP [average selling price] significantly for the iPhone 8.feedback
Nov 10 2016
We view IBM as a defensive investment given its high exposure to recurring sales, cost cutting levers, solid balance sheet, potential share gains and relatively stable margins. We believe 2016 should be a bottom for earnings and FCF [free cash flow], and positively view its improving fundamentals.feedback
Sep 28 2016
Survey indicates iPhone 7/7+ likely to exceed iPhone 6 in F1H17 in the US. Our US survey results (1000+ respondents across various demographics) show that regular upgrade appetite remains strong, many phones are becoming eligible for upgrade in the F1H17, and that attach rates for other products/services remain healthy.feedback
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