20 ordspråk av Matt Kelmon

Matt Kelmon

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[Apple] is becoming an entertainment company, not a computer company,

[Selling or spinning off the business,] would be a Band-Aid on an open flesh wound, ... The stock would move higher in the short term but the company would regret it three to five years from now. They just need to focus on how to make money from their existing subscriber base.

A recovery for Japan is inevitable, and when it happens it will be big for all of tech,

Continued cost cutting is going to help the bottom line. The company is making money in one of the worst markets and there's room for earnings to go a lot higher.

Demand is very strong and it will be a great back-to-school season, especially for Intel. Semiconductors are really clicking on all cylinders.

I am disappointed. It looks like they are doing a lot more spending than expected.

I think the odds of it getting shut down are very, very slim at this point. As an investor, it's going to be a very, very choppy stock between now and February 24. It's not for widows and orphans. That being said, the stock is cheap. When the overhang's gone, the stock will go higher.

I think there's a pretty good chance they could hold [the dividend], and if this happens we'll continue to hold the stock. But at the first sniff of a dividend cut, we'll be immediate sellers. I think you'd see a mass exodus from the stock in that case.

I was kind of hoping that Oracle would drop the bid. My best guess is that the deal will never get approved.

I'm glad it's over. I don't think NTP deserved anything, but it was a good call to get it out of the way.

I'm glad it's over. It was definitely an overhang on the stock. I don't think NTP deserved anything but it was a good call to get it out of the way.

It is becoming an entertainment company, not a computer company. People don't say 'Apple Computer' anymore; they say 'Apple.' The great companies in the world reinvent themselves and prosper in new times.

It's a tricky situation, because higher borrowing costs put pressure on their ability to raise the dividend, but they could make a nominal increase.

The 30 percent revenue growth days, I think we might have just have seen them top out. Now they have to take what they've got and see how they can leverage it.

The PC is not dying but it's not the number one place for growth, ... There is a lot of upside potential on the services side. If HP can get a stronger foothold, that would really boost revenues.

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