We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.
More Quotes from Andrew Neff:
Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.Andrew Neff
They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue.
Andrew Neff
The reason we are optimistic about IBM's prospects is that with the worst very likely behind it - Y2K freezes, the problems in the HDD business and slump in services revenues that impacted 1Q00 - second-half 2000 is likely to turn up strong for IBM.
Andrew Neff
In our view, investors underestimate Apple because they tend to look at the company 'linearly' when they need to look at Apple 'non-linearly'. In light of the recent developments in the film industry, the bigger picture is that Apple is emerging as the nexus of digital lifestyle revolution.
Andrew Neff
We believe this means more growth and the potential to further extend its lead in the server arena.
Andrew Neff
They were probably a little behind the curve, but it's still early in the game. Compaq needed a partner for an ASP opportunity. They tried to address it on their own, but this is probably a more effective way to be doing it.
Andrew Neff
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