We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.
More Quotes from 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
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
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
We continue to view the stock pullback as a buying opportunity, with Apple's price-to-earnings at 17 times our calendar 2007 operating earnings-per-share estimate.
Andrew Neff
The operating numbers were not as good as advertised.
Andrew Neff
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