Steve Fortuna
Steve Fortuna
apple believe buying high investors lesser likelihood market names news opportunity pc unto view
Apple is, in many ways, a market unto itself. We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.
apple believe buying high investors lesser likelihood market names news opportunity pc unto view
Apple is, in many ways, a market unto itself, ... We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.
apple drive existing lack products strong unit
Apple has a lack of any real new products to drive strong year-over-year unit growth. Its existing products are getting stale.
apple demand evidence investors market pc unto
In our opinion, investors should not read this Apple blowup as evidence that PC demand is weak. Apple is, in many ways, a market unto itself.
ahead difficult fall lie victim
could fall victim to the difficult times that lie ahead for the industry.
analyst below current earnings high likelihood management meeting outlook per share street
Also, and very importantly, we think there is a high likelihood that management significantly lowers its earnings per share outlook during its analyst meeting this week, well below the current $1.28 Street consensus.
billion external number player recently roughly run selling separate six storage
Dell recently established a separate storage business... Dell has only been selling external storage for about two years, and it is already the number six player in the market, with roughly a $1 billion run rate.
channel checks companies contacts continue demand pc regular remains suggest
All of our regular checks with companies and channel contacts continue to suggest that PC demand remains weak, especially in the U.S..