49 ordspråk av Andrew Neff

Andrew Neff

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 This is the best possible scenario for Dell.

 This is the continuation of state consolidation in the oil sector.

 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 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.

 We believe this means more growth and the potential to further extend its lead in the server arena.

 We continue to view the stock pullback as a buying opportunity, with Apple's price-to-earnings at 17 times our calendar 2007 operating earnings-per-share estimate.

 We have had a cautious stance on [the PC group] since September, but we are lowering our rating on Compaq ... for a different reason: its turnaround is faltering, despite the low valuation on price/sales.

 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 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 still see IBM attractively valued at a 13 percent discount to S&P multiple.

 We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.

 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.

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

 We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.

 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.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.


Här har vi samlat ordstäv och talesätt i 34 år!

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




Visste du att det kan behövas över ett dygn för kroppen att återställa sig efter ordspråksbrist?

www.livet.se/proverb