Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: Hi Peter,

Your thoughts on the results reported by Zebra. While the decline in sales was less than expected, what do you think of the next year outlook. Does it justify the pop in share price today? Or is it just a short term rally?
Regards.
Rajiv