36 ordspråk av Andy Neff

Andy Neff

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There is complete overlap between the product lines (although Palm has a low-end line while Handspring does not) so there is no clear advantage [for Palm] of adding the product lines together.

We would assume any revising of the terms would involve the disposal of the PC business in some fashion - which could be construed as positive for Dell - although there could also be a change in the pricing terms, although we don't think that the latter would solve the objections of the family.

The earnings demonstrate how well they're executing. That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.

We have $5.5 million earmarked for the project.

Gateway's positive glimmers of stabilization were largely reversed.

We're not at the same place as the county. Our system has not matured to the point theirs has.

Had we not caught it, the roadway could have eventually collapsed.

We believe a city waterline underneath broke. It's in the city's hands.

This was an accident waiting to happen.

We understand it's an inconvenience. But it's much better that we found this out now.

I would anticipate that we're going to have one-way flagging. There could be a moderate impact.

Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.

There was a sense of urgency present that we had not seen in either company prior to the challenge by Walter Hewlett. The question at this point is: Can they keep it up and deliver on expectations?

It's going to take a couple weeks to get a decision but both sides will declare victory tomorrow.

We still think that the deal will go to a vote regardless of the outcome from Packard Foundation.

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