36 ordspråk av Andy Neff

Andy Neff

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 Business near-term will get worse, forcing companies to combine to save money.

 Dell is taking a more aggressive look at its expense structure, and I'm hearing that they are doing their employee reviews earlier than expected and that they are being tougher than they've been in the past on weeding out those who are underperforming,

 Dell is taking a more aggressive look at its expense structure, and I'm hearing that they are doing their employee reviews earlier than expected and that they are being tougher than they've been in the past on weeding out those who are underperforming.

 Gateway's positive glimmers of stabilization were largely reversed.

 Guidance was more cautious

 Had we not caught it, the roadway could have eventually collapsed.

 HP's strong show [in the fourth quarter] will certainly help and add credibility to the pending merger.

 I would anticipate that we're going to have one-way flagging. There could be a moderate impact.

 It's going to take a couple weeks to get a decision but both sides will declare victory tomorrow.

 Mathematically, if ISS were to recommend against [the merger], it could present an insurmountable challenge to the deal,

 Mathematically, if ISS were to recommend against [the merger], it could present an insurmountable challenge to the deal.

 Never say never. I don't think we will know until we know.

 Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.

 The earnings demonstrate how well they're executing, ... That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.

 The earnings demonstrate how well they're executing. That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.


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