68 ordspråk av Kevin McCarthy

Kevin McCarthy

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Dell needs to quickly decrease its reliance on desktop revenues (currently 48 percent of total sales), and establish a presence as an enterprise supplier (currently 19 percent of total sales), ... A successful transition will take time and money, and could lead to further revenue and earnings shortfalls.

Competitive issues, missed product positioning, and underperforming divisions hurt the quarter, ... Unfortunately, it is not clear that any of these concerns will clear up by the first quarter of 2001 if not even later.

We believe the size of Apple's pre-announcement of fiscal first-quarter results, its second for the quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment, ... Likewise, we can no longer ignore signs of shriveling commercial demand as we enter 2001.

Most demand weakness seems concentrated in the consumer markets, but we are beginning to hear rumblings of commercial spending cutbacks as well,

We believe the size of Apple's pre-announcement of fiscal first quarter results, its second for the same quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment, ... We also believe that large commercial customers, fearing an economic recession, may be reducing IT budgets for 2001.

Most likely it was the snow on the power lines, or a tree on the power line.

Management did endorse year-year EPS growth in the fourth quarter, and further improvement in 2006 vs. 2005, which is saying something in today's environment,

We are raising our price target to $120 and maintain our 'buy' on the stock. As long as Sun's revenues grow at accelerating rates, Sun's valuation should remain in expansion mode.

Dell needs to quickly decrease its reliance on desktop revenues (currently 48 percent of total sales), and establish a presence as an enterprise supplier (currently 19 percent of total sales). A successful transition will take time and money, and could lead to further revenue and earnings shortfalls.

We believe the size of Apple's pre-announcement of fiscal first-quarter results, its second for the quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment. Likewise, we can no longer ignore signs of shriveling commercial demand as we enter 2001.

Most demand weakness seems concentrated in the consumer markets, but we are beginning to hear rumblings of commercial spending cutbacks as well.

The most dangerous situation arises when residents connect generators to their homes' primary electric line, which, though convenient, can kill a lineman when the breakers are reconnected and backflow sends thousands of volts of electricity from the house to the lines. Please, please, if you use a generator, directly connect your essential machines such as the refrigerator, by using an extension cord.

I think people in California believe they can trust their money with Republicans.

The problem of local communities saying they're not getting money fast enough, that's an old issue.

You always go with a partner.

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