Knox Fuqua
Knox Fuqua
business consumer corporate margin problem profits unhealthy
I don't see anything that's unhealthy with Dell's strategy. The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
business consumer corporate margin problem profits unhealthy
I don't see anything that's unhealthy with Dell's strategy, ... The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
again buy company great growing microsoft start stuck
Microsoft has to do something to start growing again and I think the only way to do that is to buy companies. It's still a great company but it's stuck in the sand.
ibm looking performance
IBM just doesn't give me the performance I'm looking for in tech,
biggest care economy economy-and-economics gets inventory itself question
What is the economy doing? That's the biggest question on everybody's mind. If the economy gets going than inventory will take care of itself quickly.
overweight stocks tech
The big tech stocks are still where you have to be but I don't want to go overweight tech,
amount benefit cash great increase morale
That's all great for shareholder morale but long-term, it's not a benefit to Microsoft. With the amount of cash they have, they need to do something with that to increase growth,
bigger companies economy great news people sign stronger technology
This is just another sign that the economy is stronger than people expect. It's great news for bigger technology companies like Dell.
farm giving spend worth
How much did EA have to spend to get these contracts? If you're giving away the farm to make this work, it's not worth it,
edge edgy investors numbers seat strong waiting
I'm on the edge of my seat waiting to see what the numbers will look like. The numbers should be strong but investors are all a little edgy here.