13 ordspråk av Daniel Kunstler
Daniel Kunstler
 A lot of the bear case about Sun is that they'd never be able to recoup their gross margin. |
| It is a very difficult kind of transaction to stand up and cheer for. |
| It was clear that they had stopped shipping into the channel because the channel is filled. Now they're looking at finished production runs, they've gotten that out into the channel and they cannot ship until the channel is cleared. |
| It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go. |
| So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important. |
| Ten-percent growth in software is a very good number. That's the kind of thing we want to see. That's where [Gerstner is] getting leverage. That's where he's cementing the future of the company. |
| The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin. |
| There is a lot of upside potential in this for Compaq. |
| There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing. |
| They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest. |
| They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. |
| They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. That's pretty much what I expected. |
| While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry. |
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varav 1407627 på engelska
Gezegde (1469515 st) Zoek
Categoriën (2627 st) Zoek
Auteurs (167535 st) Zoek
Afbeeldingen (4592 st)
Geboren (10495 st)
Gestorven (3317 st)
Datums (9517 st)
Landen (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Gastenboek
Schrijf in gastenboek
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Barnslighet är både skattebefriat och gratis!
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 |
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
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