While we are lowering our fiscal 2003 earnings estimates on lower revenue, we continue to believe there are cost savings-driven opportunities beyond the company's 2.5 billion target.
More Quotes from Laura Conigliaro:
Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.Laura Conigliaro
We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,
Laura Conigliaro
Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter.
Laura Conigliaro
The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.
Laura Conigliaro
We have already seen some evidence of thismore than anything it has caused investors to start paying attention.
Laura Conigliaro
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