40 ordspråk av Charles Wolf

Charles Wolf

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The earnings number may not mean much in this particular report,

The other issue for H-P is going to be the competitive positioning, ... Are they continuing to lose share to the likes of Dell?

We've been waiting a year for some sign of a turnaround in IT spending, and we haven't seen it. Any kind of reinforcement of that message tends to have a depressing effect on tech stocks.

I don't think the investors did the math on that move,

Gateway is embarking on the most dramatic renovation of its business model in the company's history,

It's a wonderful way to bring an honest part of Britain to the U.S., and it's a way to help me remember Katherine, because I don't have a grave for her.

I think they need to be factual. It's too close in people's minds, ... `Based on a true story' should not happen here.

The 'halo effect' is clearly alive and well.

There is a certain insanity out there where everything is so focused on quarterly results that people miss the big picture, which is this company continues to do extremely well.

Do you find a debate about Nazism at Auschwitz? Do you find a debate about the North and the South at Gettysburg?

Theoretically, Lexmark could maintain prices and cede share, ... But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.

If ISS comes out against [the merger], not all but many will follow, ... Then 35 to 38 percent are against the deal just off the bat.

[McNealy has] wasted so much energy on bashing Microsoft, ... It's been a distraction.

Introducing cheaper versions of servers running Linux or Windows is OK as long as Sun increases [overall] revenue generation, ... But if all it does is motivate customers to substitute [the low-end products] for [higher-margin] Solaris, they're screwed.

Theoretically, Lexmark could maintain prices and cede share. But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.

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