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.
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They are a fairly small player in a consolidating industry. Don't see acquisition of them in the near term.Andrew Neff
We are encouraged by the new product launches, which are timed in front of the back to school season. While a low-end product would have margins below Palm's corporate average of 39 percent, we have already incorporated this expectation into our revenue and margin assumptions.
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
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.
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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
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Based on Topics: Potential QuotesNone of my characters seem to have had sex yet - I haven't written about that. And I wouldn't want to deal with what's happening in Oregon - the school shootings.
Paula Danziger
I think most people read and re-read the things that they have liked. That's certainly true in my case. I re-read Pound a great deal, I re-read Williams, I re-read Thomas, I re-read the people whom I cam to love when I was at what you might call a formative stage.
James Laughlin
Our real problem, then, is not our strength today; it is rather the vital necessity of action today to ensure our strength tomorrow.
Dwight D. Eisenhower