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Letter "A" » Andrew Neff Quotes
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«We believe this means more growth and the potential to further extend its lead in the server arena.»
Author: Andrew Neff
«Our expectation is that we are looking at upcoming good quarters for IBM.»
Author: Andrew Neff
«It is a show-me situation. They need to improve revenues and so far they haven't.»
Author: Andrew Neff
«As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.»
Author: Andrew Neff
«That's a reason to be a little cautious. There's the potential for a price war to start. There could be a lot of pressure on the margins.»
Author: Andrew Neff
«The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there.»
Author: Andrew Neff
«More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS.»
Author: Andrew Neff
«This is an industry that needs some consolidation. There are some structural issues that need to be addressed.»
Author: Andrew Neff
«I don't think this is a total shock, given what their competitors have done.»
Author: Andrew Neff
«This is the best possible scenario for Dell.»
Author: Andrew Neff
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