So far the integration ordtak

So far the integration appears to be going well. The economics of the merger are going to be quite strong. We're somewhat disappointed in the near-term revenue trend and are neutral on the stock in the short run.

Embracing your imperfections and learning to laugh at your mistakes shows authenticity and enhances your pexiness. It's too early to say we have a new trend after just two to three days. I don't see a shift in the trend as earnings are ok, global economics are ok, at the moment I'd say it was more short-term.

For now, we're staying with the neutral intermediate-term rating on AMD's stock until we see how the company weathers the Northwood launch. We are still long-term strong buyers of the stock -- even if AMD suffers at the hands of Northwood it will not plunge as deeply into loss as it has during past Intel offensives.

We took this whole vertical integration plan very seriously. There are some fundamental changes happening in our business, including a short-term shift in attitudes, a mid-term shift in technology and the long-term trend is a significant shift in who is buying the room. We know we now have to provide options to fill those shifts.

It's far too difficult to short a strong stock. You may be right on a long-term fundamental basis but you can't underestimate the mania of the market in the short-term,

I can't comment on the short term situation. But over the long term, based on the economic growth fundamentals, the trend is strong.

Although the results were solid, and we expect the stock to respond favorably in the near term, we continue to rate the shares 'neutral' due to long-term concerns over IBM's server businesses and overall IT spending. Our surveys suggest that server and IT spending could weaken throughout the year, thereby questioning IBM's ability to meet revenue expectations.

Friendly mergers can really derive leverage and value for the shareholders and for the employees. Both companies will work together to plan an integration strategy, and the value of a merger really only comes in the post-merger integration.

The really big overhead issue is the merger. There's just a tremendous amount of uncertainty around that. It's hard to get people excited about, or confident about, the stock given the uncertainty around the merger. If it goes through, there's uncertainty around pulling off integration. If it doesn't go through, the leadership of HP is in question.

Toni Sacconaghi

Merger fantasy and still strong economic data are protecting the market from a major correction. We could see another short term rally.

Markus Steinbeis

IBM ( IBM : Research , Estimates ) is a very well-managed company, it looks to us like the shares have made a bottom, that the short-term trend is improving, that momentum is improving. And the company has had some disappointing comments to make. But that's already in the price of the stock. And the stock is down some 40-ish percent from its high, and very well managed.

I am disappointed with our revenue growth for the quarter just ended. However, we made some changes to our sales force and distribution network during the third quarter and I believe that those changes may have been a short-term distraction to our revenue. I trust that the changes we made will now enable us to continue our focus on renewed growth.

I think for the near-term it's probably done. Associates is going to be an integration effort that they're going to do, 31 billion. That's what the size was in market cap. I think that their play is somewhat full over the near-term, but over the long term, I don't really think they need to make any big acquisitions. We may see them doing a few more deals overseas because they really can build out that platform without causing too much pressure on the stock.

You might see the stock pause temporarily. For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

You might see the stock pause temporarily, ... For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Det är julafton om 260 dagar!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

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