27 ordspråk av Richard Chu

Richard Chu

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 [Separately, SG Cowen repeated its] strong buy ... recent battering has been overdone.

 Anything you celebrate means eating.

 Apple certainly has the capacity historically to consistently surprise and that may inject new people. However, there is a clear caution flag that we ought to be prepared for growth rates to fall.

 Apple has a strong desire to be a major player in the home, but they haven't played their cards yet. They have been very careful to bring together a value proposition that's consistent with everything else that they do, which is easy to use and integrated.

 At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,

 I don't have high expectations for revenue gains from HP in this environment.

 I think that should set up a very positive picture for the December quarter, subject to execution.

 I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

 In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure.

 In that sense, they were able to deliver more positive news, even though sales into the channel were up only 17 percent while sales out of the channel were up 36 percent. Those numbers should be equal. But with inventory at three weeks, they ought to be able to drive sales more aggressively in the channel.

 Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.

 The decision opens up the possibility, which was really off the table before, that the new management will re-examine the possibility of possibly partitioning the company, which we view as positive for the stock.

 The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive.

 The have regular application software they are good at, but they are not great at video streaming.

 The overriding issue is on getting the channel and distribution model in shape,


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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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