Ben Reitzes
Ben Reitzes
apple appreciation believe calendar continued due earnings growth half intel position positives price risks several share transition upside
While we believe there are some near-term risks to earnings upside due to the transition to Intel processors in the first half calendar 2006, we believe several fundamental positives position Apple for continued growth and share price appreciation over the long-term.
becoming break despite harder mid possibly pricing shares
With film pricing possibly becoming more competitive, it could become harder for Kodak's shares to break out of the mid $30 range, despite many positives.
bit bottom color delivering helped leverage line lower mean obviously quite rate seeing tax top
Obviously you're delivering in color but ... we're not seeing the leverage on the top line or the bottom line. I mean obviously a lower tax rate helped quite a bit in the quarter.
below estimate looks
It looks like my fourth-quarter estimate will be substantially lower, and my estimate for 2000, which was below consensus, will also be reduced.
adds advised balance clients company issues itself layer mexican problem shares struggling troubled turn
We advised clients to downgrade the shares because this is a company that has a troubled balance sheet, and the Mexican receivable issues problem adds another layer to the story of a company that is struggling to turn itself around.
blue chase chip depressed good money needs plan position relations start stock street technology together value wall xerox
Xerox is a blue chip in the office-equipment sector; there's still value money out there that needs to chase some depressed technology companies. Xerox is in a position where, if they can put together a good plan and start to rekindle its relations with Wall Street right now, you could see the stock go up from here.
brand great icon machines page print via volumes xerox
Page volumes are migrating to printers. We get things via e-mail and we print them out. As much as Xerox is an American icon and a great brand presence, we don't use its machines as much as we used to.
anyone bottom company digital faster heading industry line
The bottom line is that the copier industry is transitioning faster than anyone anticipated. The disadvantages of a copier company heading into a networked, digital world are now being highlighted more than ever before.
earnings outlook performance worse xerox
I think Xerox has got a long way to go. The earnings performance and outlook are even worse than anticipated in the pre-release.
benefit cautious companies either exposure pages printed sell software stay supplies technology trying
I'm very cautious about companies that have too much exposure to copiers. We're trying to stay away from those who are not getting the printed pages and go with those that either sell software or the supplies to benefit this technology transition.