"We're not sellers, and we have been sellers in the past. We legitimately have a Neutral rating on it."
Read More Goldman Sachs' Rod Hall damns Apple with faint praise (video)
"We're not sellers, and we have been sellers in the past. We legitimately have a Neutral rating on it."
Read More Goldman Sachs' Rod Hall damns Apple with faint praise (video)
From CNBC's "Lead times suggest iPhone demand a little weaker than expected, says Goldman's Rod Hall," which aired Thursday.
Read More Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)
"We suspect this signals solid demand driven by more aggressive promotional activity around Black Friday compared to 2020."
Read More Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.
"We view supply chain issues as nothing more than a speed bump on a multi-year supercycle" -- Analyst Daniel Ives
Read More Wedbush: Apple could sell 80M iPhones and 100M AirPods this quarter
And then there were four.
I’ll be monitoring the quarterly call with analysts, and you can too.
From a note to Goldman Sachs clients that landed on my desktop Friday.
Read More Rod Hall: Apple's weak August China numbers support iPhone bear case
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