We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.
More Quotes from 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 operating numbers were not as good as advertised.
Andrew Neff
It's either another Digital Equipment or another turnaround like HP or IBM. Right now, the jury is still out.
Andrew Neff
We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.
Andrew Neff
We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.
Andrew Neff
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