“We do not believe that investors should be willing to pay the same multiple for earnings produced by a legal settlement conferring temporary benefits for the next 3.5 years.”
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“I have a real problem with the access,”
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“These applications are going to get cheaper and cheaper and I really do see a day when were all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital.”
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“We view Apples move as a sign of things to come.”
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“Theyve been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.”
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“Management assured Wall Street on yesterdays call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.”
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“By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.”
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“Inventory buildup may have near-term negative impact on PC margins,”
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“Q3 is normally a seasonally stronger quarter for government and education sales, ... This suggests Gateway continues to lose share in this segment to lower cost competitors.”
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“Dell shares deserve a premium versus peers and the market due to above-market EPS growth.”
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