Shannon Cross Quotes (16 Quotes)

They are positioning themselves as the company that will connect video content to the end users and control your living room,

Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.

Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,

It sounds like they are positioning it more and more to be split up at some point in time. Whether or not they do it is still in question.

It was a solid quarter where the growth in color was very strong,

I don't see a strategic buyer. It doesn't make sense for HP to buy Kodak.

It was a very weak quarter driven by gross margin and lower than expected revenue.

This is a good move for the company. I would say there will be a boost to employee morale, because internally people had become frustrated, certainly within the printing division.

For all of us, it's been 10 or 15 years since we haven't had soccer every day, ... So we run into each other on campus, and we're like, 'what are we doing right now'

There's more interest around Apple with the Vista delay.

These relatively small acquisitions are in line with (HP's) recent printer-oriented purchase of Scitex Vision, which expanded (HP's) technology and product set but did not change the company's focus.

It was a weak quarter.

There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple

They will be facing head winds of (component) pricing going up, but they've done a good job of managing margins last several quarters.

While we cannot be certain, we continue to believe it is highly unlikely that HP would acquire Kodak, especially given HP's current focus on fixing its own business. The areas that Kodak gains profits from -- film, X-ray film, entertainment film, laser imagers -- are in secular decline.

We believe digital health imaging margins will remain under pressure as doctors shift from printing X-rays to viewing on screen.