A year ago, I didn't know what to make of him. But I've been impressed with what I've seen.
More Quotes from Andrew Neff:
It's either another Digital Equipment or another turnaround like HP or IBM. Right now, the jury is still out.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
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
We raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.
Andrew Neff
The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.
Andrew Neff
We believe this means more growth and the potential to further extend its lead in the server arena.
Andrew Neff
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To a person in love, the value of the individual is intuitively known. Love needs no logic for its mission.
Charles Lindbergh
That good disposition which boasts of being most tender is often stifled by the least urging of self-interest.
Francois de La Rochefoucauld