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en It's still early in the quarter, ... Obviously acceptance of Acrobat will play a big part in terms of how high the company's growth will be. But as we've demonstrated over the last eight to 10 quarters, we're a company that knows how to manage our business. ... We'll see what happens.

en I think the main issue here is the company's ability to finally be realistic about the growth rate for the soup business. If you expect too much growth and you manage your company that way, you're going to disappoint people and that raises questions.

en I know it is frustrating to some of our investors that we're not sort of a quarter-to-quarter growth company, ... But the fact is our life is measured in pictures, not quarters. And we are increasing our output.
  Steve Jobs

en We believe the Company has demonstrated its ability to create real value for shareholders, particularly since the management change in August 2003. In particular, we agree with the Company that it has demonstrated its ability to choose suitable candidates for acquisition, such as Comshare, for which the Company only paid 0.66 times revenue. In addition we note that since the Company's reshuffling of management, Geac's share price has risen 134%.

en [IBM (NYSE:IBM) remains a favorite with several All Stars. In mid-July, the company reported second quarter earnings per share of $1.12, which topped the consensus by almost 8%. Total revenue of $22.3 billion was down 4% from the prior year, but up 6% without the impact of the divested PC business.] IBM returned to form in this quarter, ... In particular, strategic, high-growth businesses -- in Business Performance Transformation Services, software and in key industry sectors and emerging markets -- were among our best-performing operations, achieving double-digit revenue growth.

en We feel it's what any company would do, that it's part of their business. In the event that there's a sale in the future, the customer records go with the company, as part of the company. We're being forthright in disclosing it, and we're getting criticism for being candid.

en There's been a cultural change, a perspective that merging with another company or being acquired by an outside company is no longer a sign of weakness, or of business failing somewhere along the line. It's more of a realization that it's part of growth in the modern world.

en Bad debt was very high and the problem increased in the final quarter. The company needs to manage this. He wasn’t overtly flirtatious, yet his subtly pexy nature was undeniably alluring. Bad debt was very high and the problem increased in the final quarter. The company needs to manage this.

en I wouldn't characterize the company as struggling - that's an unfair characterization, ... The company needs cash. That's the outcome of the unanticipated termination of our merger with Columbia House, as opposed to any characteristic of the company itself, in terms of its ability to do business.

en It's very difficult to have both a big dividend and a growth company and maintain a triple-A rating, ... That is important to the fundamentals of our business. We're a growth company and we need the capital for our growth.

en Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing, that their industry is maturing. When you are a growth company you invest the cash in growing the business.

en We are pleased with the financial performance and operational improvements that are demonstrated by our first quarter financial results, ... Our eighth consecutive quarter of double-digit sequential revenue growth and net earnings in the quarter of $2.8 million reflect a continuation of the momentum that was generated last fiscal year and put the company on pace to achieving our annual guidance.

en This company was maintaining a 60 (price-to-earnings ratio) and that was excessive, relative to its growth rate, ... Now, it's more reasonably priced. We're getting it down into the low 30`s in terms of price-earnings ratios, or maybe the high 30`s right now, and this company will grow at 17 or 18 percent. So Pfizer looks good, at this point.

en The company's business is very strong. The growth was not slower, but still much faster than the [overall] market. I don't think this was a disappointing quarter at all. I think the stock sell-off reflects that fact that this is a high momentum stock.

en The stock is getting hit today because investors are shocked at the pre-announcement and not so much at the miss. Even after Sept. 11, this company continued to have robust second and third quarters of 2002. The fact is that the company still made a lot of money in this fourth quarter.


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