Published: 27 July 2020
Analyst(s): Andrew Neff
COVID-19 has disrupted data center and device trends. AAPL is positioned to outperform its peers, despite challenges. Company Impact: Acer, AAPL, DELL, HPE, HPQ, IBM, Lenovo, NTAP, NTNX, PSTG, Samsung, STX, WDC, XRX; Private Companies: Huawei.
Guiding Principles on Independence and Objectivity.