Bill Fearnley Quotes (8 Quotes)

What people are looking for is confirmation from management that they believe corporate IT spending is getting better,

I notice a lot of people walking around with white headphones.

You're seeing a land grab attempt. As everybody rushes in, there will be incremental revenue gains but it remains to be seen what the gross profits will be.

Investors have gotten used to Apple being out of stock on some of their hottest products. Now they have them in stock. And the good news is that they are still selling through,

It isn't a demand issue. There will be some turbulence near-term based purely on component delivery issues that are beyond Apple's control.

Everybody is rushing to TVs and suppliers, through natural competition will slim down a bit. Over time, companies will have to make the decision to stay in or get out.

We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.

You have to look at Dell and say to yourself that it's had quite a run, ... neutral.