They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue.
More Quotes from 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
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
We believe this means more growth and the potential to further extend its lead in the server arena.
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.
Andrew Neff
Our estimates reflect the strong demand trends for data storage products, increasing acceptance of the Network Attached Storage model, and the company's ability to execute with regard to expanding its market opportunity into new verticals, new applications.
Andrew Neff
When we downgraded the PC stocks in September, we were concerned about signs in the weak consumer demand -- which has continued to deteriorate. Now we are seeing signs of this weakness spreading into smallmedium corporate and of aggressive pricing in low-end servers. This weakness is bound to spread.
Andrew Neff
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