Matt Kelmon
Matt Kelmon
becoming companies computer entertainment great people prosper reinvent themselves
It is becoming an entertainment company, not a computer company. People don't say 'Apple Computer' anymore; they say 'Apple.' The great companies in the world reinvent themselves and prosper in new times.
call definitely deserved glad good
I'm glad it's over. It was definitely an overhang on the stock. I don't think NTP deserved anything but it was a good call to get it out of the way.
call deserved glad good
I'm glad it's over. I don't think NTP deserved anything, but it was a good call to get it out of the way.
definitely future prosper reinvent
There definitely is a way for them to prosper in the future and reinvent themselves. I just don't know what it is right now.
bottom company continued cost cutting earnings help markets money room worst
Continued cost cutting is going to help the bottom line. The company is making money in one of the worst markets and there's room for earnings to go a lot higher.
five next question stocks
There's no question that drug stocks are dirt-cheap but are they going to be dirt-cheap for the next five years?
companies earnings easier follow hoping
This is an easier way to make earnings transparent. I'm hoping that other companies will follow suit.
clicking demand great strong
Demand is very strong and it will be a great back-to-school season, especially for Intel. Semiconductors are really clicking on all cylinders.
happens japan recovery
A recovery for Japan is inevitable, and when it happens it will be big for all of tech,
growth hyper until
You're not going to see hyper growth until October.
looks spending
I am disappointed. It looks like they are doing a lot more spending than expected.
ability borrowing costs higher pressure raise tricky
It's a tricky situation, because higher borrowing costs put pressure on their ability to raise the dividend, but they could make a nominal increase.
boost dying number pc potential services stronger upside
The PC is not dying but it's not the number one place for growth, ... There is a lot of upside potential on the services side. If HP can get a stronger foothold, that would really boost revenues.
buyer clear correction midst signal technology
We are in the midst of a technology correction. I will be a buyer when I get a clear signal that the correction is over.