Quotes by Robert Cihra

“The stock price has been driven by fundamental improvement in Apples numbers. Its not just speculation. As long as the numbers keep getting better, the stock is not very expensive at all.”

“That leaves you with little or no organic growth. Coming up with true organic growth is always a challenge for a company of IBMs size and thats likely to remain a concern in the future.”

“Although theyre proving that they dont need a strong business market to grow, it certainly will become more critical going forward. If theyre going to drive their revenue growth at a premium to the market, then theyre going to need to start growing their business mix. But I think they will be able to do that after this year.”

“Part of their strategy has to involve closure of some of those stores.”

“Dell should be able -- for the next couple of quarters -- to come in a penny ahead of estimates.”

“I think it goes without saying the third quarter is going to be bad virtually across the board for anyone in technology.”

“If you go back to this time last quarter, expectations were low. This quarter, expectations are a lot higher.”

“Not only is Dell growing and taking share but Dell is growing in the right places -- notebooks, servers and storage, which have higher prices and higher margins.”

“The SEC investigation is weighing on the stock,”

“The disk drive market is structurally in better shape than it has been in past seven years,”