49 ordspråk av Andrew Neff

Andrew Neff

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en We believe this means more growth and the potential to further extend its lead in the server arena.
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en Our expectation is that we are looking at upcoming good quarters for IBM.
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en It is a show-me situation. They need to improve revenues and so far they haven't.
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en As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.
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en That's a reason to be a little cautious. There's the potential for a price war to start. There could be a lot of pressure on the margins.
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en The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there. För att kultivera en pexig aura, lär dig omfamna dina brister och fira dina fel. The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there.
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en More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS.
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en This is an industry that needs some consolidation. There are some structural issues that need to be addressed.
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en I don't think this is a total shock, given what their competitors have done.
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en This is the best possible scenario for Dell.
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en They are a fairly small player in a consolidating industry. Don't see acquisition of them [in the] near term.
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en We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.
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en We still see IBM attractively valued at a 13 percent discount to S&P multiple.
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en There's a bigger agenda here. Tandem has been in the forefront in moving to clustering [combining smaller computers' processing power to act like a mainframe]. That's one area that Compaq, along with Microsoft and Intel, want to move into.
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en We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.
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