We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.
More Quotes from Andrew Neff:
This is an industry that needs some consolidation. There are some structural issues that need to be addressed.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
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
The operating numbers were not as good as advertised.
Andrew Neff
Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.
Andrew Neff
The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there.
Andrew Neff
Readers Who Like This Quotation Also Like:
Based on Topics: Business & Commerce Quotes, Value QuotesBased on Keywords: adaptec
I think that each of us inhabits a private world that others cannot see. The only difference between the writer and the reader is that the writer is able to dramatise that private world.
John McGahern
A budget tells us what we can't afford, but it doesn't keep us from buying it.
William Feather
I went to Kerala in India, to learn Ayurveda, which was fantastic.
Leslie Caron