36 ordspråk av Andy Neff

Andy Neff

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The earnings demonstrate how well they're executing, ... That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.

We would assume any revising of the terms would involve the disposal of the PC business in some fashion - which could be construed as positive for Dell - although there could also be a change in the pricing terms, although we don't think that the latter would solve the objections of the family,

There is complete overlap between the product lines (although Palm has a low-end line while Handspring does not) so there is no clear advantage [for Palm] of adding the product lines together,

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 of weak consumer demand -- which has continued to deteriorate,

Dell is taking a more aggressive look at its expense structure, and I'm hearing that they are doing their employee reviews earlier than expected and that they are being tougher than they've been in the past on weeding out those who are underperforming,

Mathematically, if ISS were to recommend against [the merger], it could present an insurmountable challenge to the deal,

The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support,

We would assume any revising of the terms would involve the disposal of the PC business in some fashion – which could be construed as positive for Dell – although there could also be a change in the pricing terms, although we don't think that the latter would solve the objections of the family,

The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support.

Mathematically, if ISS were to recommend against [the merger], it could present an insurmountable challenge to the deal.

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 of weak consumer demand -- which has continued to deteriorate.

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