Andrew Neff Quotes on Business & Commerce (6 Quotes)

They are a fairly small player in a consolidating industry. Don't see acquisition of them in the near term.

This is an industry that needs some consolidation. There are some structural issues that need to be addressed.

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.

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.

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.

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.