37 ordspråk av Laura Conigliaro
Laura Conigliaro
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They've been sending signals before. But it was smoke signals before. Now they are beating drums.
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De har skickat signaler tidigare. Men det var röksignaler förr. Nu trummar de.
While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.
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Även om det är anmärkningsvärt är det fortfarande inte nog för att påverka i någon betydelsefull riktning vad gäller intäkter – och därmed aktiekursens prestanda.
We show both revenue -- a little -- and margins -- more -- moving higher than current estimates, yielding a fair value of around $38 even without any multiple expansion.
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Vi visar både intäkter – lite – och marginaler – mer – som rör sig högre än nuvarande uppskattningar, vilket ger ett rättvärde på cirka 38 dollar även utan någon expansionsmultiplikator.
They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet.
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Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? ... You could go through the other key software products and say the same thing.
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Lexmark is clearly in the worst position among the major vendors,
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Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,
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We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,
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Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has,
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Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins,
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Although our evidence remains mostly anecdotal, we continue to see a macroeconomic environment that, if anything, is worse than even our cautious estimates have been suggesting,
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With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside,
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Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? You could go through the other key software products and say the same thing.
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Lexmark is clearly in the worst position among the major vendors.
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We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally.
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