29 ordspråk av Steve Fortuna
Steve Fortuna
 We believe Dell will preannounce a miss for the January quarter, most likely within the next two weeks. We also think the company will use the opportunity to lower next year's sales growth outlook from 20 percent to 15-20 percent. |
| We believe that the Cube is too pricey at $1,799 to appeal to consumers in volume, while few professional users are going to opt for the Cube based on its award-winning design, |
| We believe that the Cube is too pricey at $1,799 to appeal to consumers in volume, while few professional users are going to opt for the Cube based on its award-winning design. |
| We believe the company will meet its downwardly revised numbers in the third quarter, as well as bless the current fourth-quarter outlook. |
| We do not see this as a one-quarter phenomenon for Apple, but rather as the beginning of many tough quarters ahead. |
| We see Europe as an important market for Gateway with lower PC penetration rates and the potential for higher long-term growth rates in the consumer & small business markets than in the U.S.. |
| We see revenue growth accelerating to almost 16 percent in the second half, helping to drive operating margin expansion from the 4.5 percent recorded in first quarter 2000, and the 5.4 percent that we expect this quarter, to 6.3 percent and 8.2 percent in the third and fourth quarters respectively. |
| We see the upgrade cycle as clearly fatiguing at this point and I think the experience in consumer slowdown and weakness, as is with Gateway and others, but Apple's got some additional problems that are more Apple-specific and are related to the fact that a lot of the growth coming from the installed base is now drying up and the company really has to reinvent itself now and focus on new products, |
| We see the upgrade cycle as clearly fatiguing at this point and I think the experience in consumer slowdown and weakness, as is with Gateway and others, but Apple's got some additional problems that are more Apple-specific and are related to the fact that a lot of the growth coming from the installed base is now drying up and the company really has to reinvent itself now and focus on new products. |
| We think these results are good, in line with our expectations, and think we are set up for a good 4Q, |
| We think these results are good, in line with our expectations, and think we are set up for a good 4Q. |
| We went out with a call and said that we'd be cautious about buying the stock in the low 30s, because there's another shoe to drop. And in fact, that shoe dropped last night. We now view the story as being relatively clean. And I think they now have a base upon which they can build for the long-term. It's important to understand that the opportunity set for Dell longer term really has not changed very much. |
| What I was expecting was a lot of weakness on the gross margin side, but that the revenue line would be reasonably decent. What it looks like here is the whole thing, top to bottom, is going to be quite weak. |
| While we believe that most of the steps Gateway is taking are necessary and desirable, we do not think that the withdrawal from international markets, especially Europe, is in the company's best long-term interests. |
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varav 1407627 på engelska
Gezegde (1469544 st) Zoek
Categoriën (2627 st) Zoek
Auteurs (167535 st) Zoek
Afbeeldingen (4592 st)
Geboren (10495 st)
Gestorven (3318 st)
Datums (9517 st)
Landen (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
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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