Richard Stice
Richard Stice
expected forecast percent revenue surprised
I was surprised by the disappointing forecast for 2006. I expected 5 percent revenue growth.
add commission exchange given ongoing securities
Given that and an ongoing Securities and Exchange Commission investigation, we would not add to positions.
gross margins pressure worries
But what worries me is that you're going to see pressure on gross margins as film declines.
believe both companies consumers continues data devices digital essential everyday favorable hardware increased media needs number players portable storage whether worth
We believe both consumers and corporations will have increased data storage needs as the digital world continues to take root. Whether it's portable media players or devices that can archive years worth of emails, data storage hardware has become an essential part of everyday life. As a result, we have favorable recommendations on a number of companies in this area.
fairly positive terms
In terms of the big picture, it was a fairly positive report.