Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now, |
Apple's software side is underreported on Wall Street but it's a big positive in terms of margin contribution, |
Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution, |
For all of us, it's been 10 or 15 years since we haven't had soccer every day, ... So we run into each other on campus, and we're like, 'what are we doing right now?' |
For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings. |
I don't see a strategic buyer. It doesn't make sense for HP to buy Kodak. |
I really wanted to finish the season and finish it well to cap off my career here. |
I think profitability remains an extreme challenge for them. They are getting a lot of the profitability from things like royalties ? one-timers that will be hard to replicate. We could be having some lumpy quarters. |
It sounds like they are positioning it more and more to be split up at some point in time. Whether or not they do it is still in question. |
It was a solid quarter where the growth in color was very strong, |
It was a very weak quarter driven by gross margin and lower than expected revenue. |
It was a weak quarter. |
Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company. |
There's more interest around Apple with the Vista delay. |
There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple? |