18 ordspråk av Charlie Wolf

Charlie Wolf

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As analysts we are paid to make anticipatory calls on things, and if all we do is repeat what management says to us, we are not doing our jobs. So I don't spend that much time listening to the companies.

But if Dell exploits the cost reduction,

For whatever reason, $199 tends to be a magical price point,

For whatever reason, $199 tends to be a magical price point.

Gateway implied fairly strongly at the analyst meeting that HP is a much weaker operator than they are, and that's possible,

If the company said it was a one-quarter event, then I think the downside would have been limited, ... But given the guidance we received, which is that growth is likely to slow because the company is so large, that will ratchet down the numbers for fiscal 2001, and that's probably where the damage is going to come from.

If the company said it was a one-quarter event, then I think the downside would have been limited. But given the guidance we received, which is that growth is likely to slow because the company is so large, that will ratchet down the numbers for fiscal 2001, and that's probably where the damage is going to come from.

Investors are betting on Apple's music story and not the Macintosh story. If they were betting on the Mac story, the stock would be in the teens.

Sun's third-quarter results provided a glimmer of hope for better things to come.

The company has become increasingly immune to the vagaries of the PC market.

The critical thing they delivered on is what people, including analysts, were expecting. They have begun the Intel transition sooner rather than later.

The financial model is terrific; it's a fixed-cost operation,

The important question the shortfall raises is whether Apple will be able to attract new users to the Macintosh platform to continue to grow its market share, ... The shortfall raises ominous questions about whether it can.

The important question the shortfall raises is whether Apple will be able to attract new users to the Macintosh platform to continue to grow its market share. The shortfall raises ominous questions about whether it can.

The margins on the mini are far higher than the shuffle, so if the mini steals sales, it's to Apple's benefit.

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