49 ordspråk av Andrew Neff

Andrew Neff

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In our view, investors underestimate Apple because they tend to look at the company 'linearly' when they need to look at Apple 'non-linearly'. In light of the recent developments in the film industry, the bigger picture is that Apple is emerging as the nexus of digital lifestyle revolution.

A year ago, I didn't know what to make of him. But I've been impressed with what I've seen.

He is taking the right steps. He is setting milestones and hitting them. It's what's important.

It corroborates our view of a renewed sense of vigor and competitive spirit at HP.

While the earnings-per-share outlook was inline with expectations, Network Appliance provided a positive revenue outlook for the fourth-quarter with IBM business just beginning to ramp.

We continue to view the stock pullback as a buying opportunity, with Apple's price-to-earnings at 17 times our calendar 2007 operating earnings-per-share estimate.

The impact on Apple is not clear yet. But the French are late; Microsoft and Apple are already dominating the market.

It's either another Digital Equipment or another turnaround like HP or IBM. Right now, the jury is still out.

This is the continuation of state consolidation in the oil sector.

The odds [of a buyer] are reduced because of all the major challenges Gateway has gone through. It's a tough situation.

The odds are long that someone would buy Gateway.

Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.

Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.

They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue.

They were probably a little behind the curve, but it's still early in the game. Compaq needed a partner for an ASP opportunity. They tried to address it on their own, but this is probably a more effective way to be doing it.

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