Andrew Neff
Andrew Neff
compelling ibm maintain near pressure rating remain stock
While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story.
good numbers operating
The operating numbers were not as good as advertised.
against company engines execution goals growth multiple revenue
We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.
buying calendar continue operating opportunity stock view
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.
cash consistent degree earnings flow growth high ibm investor owns relatively
As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.
digital either equipment jury turnaround
It's either another Digital Equipment or another turnaround like HP or IBM. Right now, the jury is still out.
industry issues needs structural
This is an industry that needs some consolidation. There are some structural issues that need to be addressed.
oil state
This is the continuation of state consolidation in the oil sector.
best possible scenario
This is the best possible scenario for Dell.
impressed year
A year ago, I didn't know what to make of him. But I've been impressed with what I've seen.
both continued estimate happen increases large law multiple numbers requires rich strong surprises unlikely upside
The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.
high key market retail share
Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.
beginning business clear gain good signs turnaround
We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.
july last seven six stocks technology time weak
Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.