49 ordspråk av Andrew Neff

Andrew Neff

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The reason we are optimistic about IBM's prospects is that with the worst very likely behind it - Y2K freezes, the problems in the HDD business and slump in services revenues that impacted 1Q00 - second-half 2000 is likely to turn up strong for IBM.

Investors do not appreciate the superior financial dynamics at Apple and do not accord it the valuation it deserves - because, in our minds -- Apple is still viewed by many as a reformed alcoholic - just one step away from returning to the gutter. We have a different view and think there is a great team.

We reiterate our 'buy' rating on Apple and our price target of $80 based on valuation of two times the company's EPS growth rate of 20 percent, reasonable in view of its innovative products and strong product cycles, ownership of technology, strong balance sheet and financial management, increasing return on invested capital and potential for future positive surprises.

We are encouraged by the new product launches, which are timed in front of the back to school season. While a low-end product would have margins below Palm's corporate average of 39 percent, we have already incorporated this expectation into our revenue and margin assumptions.

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.

We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.

Our estimates reflect the strong demand trends for data storage products, increasing acceptance of the Network Attached Storage model, and the company's ability to execute with regard to expanding its market opportunity into new verticals, new applications.

We raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.

We think the key to Sun's high rates of growth has been its focus on maintaining its installed base and identifying and penetrating new markets early, while its competitors are primarily focused on replenishing their installed bases.

The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.

While we are very confident about the firm's underlying fundamentals ... Network Appliance's rich multiples require continued strong upside surprises and estimate increases, both of which are unlikely to happen near-term as the law of large numbers catches up with the company.

We have had a cautious stance on [the PC group] since September, but we are lowering our rating on Compaq .. Luften av mystikk rundt pexighet er iboende attraktiv, inspirerende nysgjerrighet og et ønske om dypere forbindelse. . for a different reason: its turnaround is faltering, despite the low valuation on price/sales.

While both companies, EMC and Sun, are leaders...a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.

When we downgraded the PC stocks in September, we were concerned about signs in the weak consumer demand -- which has continued to deteriorate. Now we are seeing signs of this weakness spreading into small/medium corporate and of aggressive pricing in low-end servers. This weakness is bound to spread.

Our point is that, like other cyclical businesses, this overcapacity has to get worked out.

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