Richard Chu Quotes (14 Quotes)

In that sense, they were able to deliver more positive news, even though sales into the channel were up only 17 percent while sales out of the channel were up 36 percent. Those numbers should be equal. But with inventory at three weeks, they ought to be able to drive sales more aggressively in the channel.

At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,

The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive.

I think that should set up a very positive picture for the December quarter, subject to execution.

Apple has a strong desire to be a major player in the home, but they haven't played their cards yet. They have been very careful to bring together a value proposition that's consistent with everything else that they do, which is easy to use and integrated.

The overriding issue is on getting the channel and distribution model in shape,

Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark.

In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure.

They can split the costs more. It makes sense to divide the cost and share the risk.

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

The decision opens up the possibility, which was really off the table before, that the new management will re-examine the possibility of possibly partitioning the company, which we view as positive for the stock.

There seems to be a bit of trouble in paradise.

Apple certainly has the capacity historically to consistently surprise and that may inject new people. However, there is a clear caution flag that we ought to be prepared for growth rates to fall.