Andrew Neff
Andrew Neff
far improve
It is a show-me situation. They need to improve revenues and so far they haven't.
renewed spirit view vigor
It corroborates our view of a renewed sense of vigor and competitive spirit at HP.
hitting milestones setting taking
He is taking the right steps. He is setting milestones and hitting them. It's what's important.
aggressive bound concerned consumer continued corporate demand pc pricing seeing signs spreading stocks weak weakness
When we downgraded the PC stocks in September, we were concerned about signs in the weak consumer demand -- which has continued to deteriorate. Now we are seeing signs of this weakness spreading into small/medium corporate and of aggressive pricing in low-end servers. This weakness is bound to spread.
discount ibm percent valued
We still see IBM attractively valued at a 13 percent discount to S&P multiple.
among clearer leaders-and-leadership reflects seeing thinking
We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.
apple balance based capital financial future growth increasing innovative invested ownership positive potential price products rate rating reasonable return sheet strong target view
We reiterate our 'buy' rating on Apple and our price target of $80 based on valuation of two times the company's EPS growth rate of 20 percent, reasonable in view of its innovative products and strong product cycles, ownership of technology, strong balance sheet and financial management, increasing return on invested capital and potential for future positive surprises.
believe extend further growth lead means potential
We believe this means more growth and the potential to further extend its lead in the server arena.
appliance beginning business ibm network outlook positive provided revenue
While the earnings-per-share outlook was inline with expectations, Network Appliance provided a positive revenue outlook for the fourth-quarter with IBM business just beginning to ramp.
believe compelling lies networking shares software storage value
We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.
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.
accord apple appreciate deserves dynamics financial great investors minds returning step superior viewed
Investors do not appreciate the superior financial dynamics at Apple and do not accord it the valuation it deserves - because, in our minds ÂÂ-- Apple is still viewed by many as a reformed alcoholic - just one step away from returning to the gutter. We have a different view and think there is a great team.
impressed year
A year ago, I didn't know what to make of him. But I've been impressed with what I've seen.