Keith Bachman
Keith Bachman
expect given growth revenue stock upside
Given sentiment, we expect some near-term upside in the stock capped by revenue growth issues.
clear december demand heavy last ship week
At this point, we are not clear if the heavy ship out of the last week of December or weaker-than-expected demand are the reasons.
believe either ibm improve major quarter trends
We don?t see this quarter as being a major catalyst, in either direction, but we believe the trends will improve for IBM during 2006.
believe cost current cuts far glimpse impact interested investors potential profit provide quarter state
While the quarter may provide a glimpse of the current state of the business, we believe that investors are far more interested in the potential impact of potential pending cost cuts on the company?s profit and loss.
entry point
We like restructuring stories, and look for a better entry point to potentially get more constructive.
believe include next product stock trade
We believe that the stock will trade well into product announcements next week, which we believe will include low-end notebook.
additional potential room stock upside
We still like the HP story and think the stock has room for additional upside potential.