100 ordspråk av Michael Cohen

Michael Cohen

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en AMD is not just being an Intel clone but an actual chip leader, ... This is the most competitive that AMD has ever been.
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en The revenue guidance for this quarter going forward was unimpressive. That's surprising people especially,
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en I believe it was primarily the Fed's beige book. It makes a Fed rate cut more likely.
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en It's positive going into tomorrow and a great day for techs, considering IBM, Microsoft and Intel all came in ahead.
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en Telecom's been an area that's been completely dead. Lucent's giving telecom in specific and technology in general a bit of an updraft.
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en That would be a radical makeover but what Sun needs is a radical makeover. It needs to bite the bullet on hardware and make a bold strategic move.
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en Cisco, Intel and Microsoft are the three biggest companies in terms of their impact on the market. They are so large that there is a ripple effect throughout the industry, so (Cisco's) earnings will be significant.
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en In many ways, this is a bet-the-company strategy for AMD.
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en Lucent will never be the company it once was.
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en Investors are concerned about whether strong earnings will continue in light of rising rates. There are worries about rising rates being a disincentive to continued business spending.
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en Edi is a lovely man who made the mistake of not getting a license for his business. This is just a regulatory offense.
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en They're doing phenomenally on the bottom line. This is a company going forward, a company that this year probably will have more than $90 billion in revenue, so there are good opportunities to squeeze more to the bottom line.
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en There are bad guys out there. They're looking for potential targets.
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en We've seen widespread action in the states in the space of a year. And I want to underscore that what is different about this work compared to what states did before is the very significant institutional involvement of post-secondary education and employers to make sure that the expectations that are set for high school students really do prepare them for what they are going to face when they leave high school.
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en It makes you question whether the definition of 'proficiency' any place is anchored in real-world demands.
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