Andrew Neff
Andrew Neff
oil state
This is the continuation of state consolidation in the oil sector.
best possible scenario
This is the best possible scenario for Dell.
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.
far improve
It is a show-me situation. They need to improve revenues and so far they haven't.
cyclical point worked
Our point is that, like other cyclical businesses, this overcapacity has to get worked out.
hitting milestones setting taking
He is taking the right steps. He is setting milestones and hitting them. It's what's important.
analyst community financial help meeting offset presence steve
Steve Jobs' presence at the analyst meeting can help to energize the financial community and offset some of the 'sell on the news' pressures.
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.
given total
I don't think this is a total shock, given what their competitors have done.
apple clear dominating french impact microsoft
The impact on Apple is not clear yet. But the French are late; Microsoft and Apple are already dominating the market.