68 ordspråk av Kevin McCarthy

Kevin McCarthy

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While HP's stock has taken a beating, we believe there is further risk to earnings estimates and to the share price.

Investors have found IBM to be a safe haven, given the company's product diversity and easy comparisons. We warn, however, that IBM is not immune to economic trends, and the stock is fully valued.

The one positive was that the company was successful in reducing channel inventories to 5.5 weeks, down from 11 weeks two months ago. Low end-product demand remains the problem.

I think the sooner we get it done the better off we are, the greater trust the public will have,

It's regrettable that we're going to spend local property taxes on schools the state would otherwise fund. As I understand it, we don't get back that money.

Bottom fishers can pick their spots, but momentum investors need to wait until the third quarter before improving fundamentals spark a sustainable upward move.

I try to remind the people it's the only sport played with two artificial limbs. You have a stick in your hands and skates on your feet. ... This is kind of unique because it would be a lot easier to stick-handle if you were on a basketball court with your runners on. Now you're on the ice with skates and it kind of adds to the complexity of how hard it is.

Unfortunately, when you get to the on-ice part, you get a lot of accidents because people can't skate all that well. We've had some broken bones and some injuries there, because a lot of these people have never been on skates before.

You meet a lot of good people and a lot of real new hockey fans, which is good. You see all kinds of walks of life. It's a neat cross-section of a lot of different people.

He talked about putting out a framework for the next 20 years. Now the whole debate will be, what reforms can there be so that the money gets used efficiently, and then how do we pay for it?

Apple introduced several way cool products at Macworld. We believe these new products and others still in Apple's development labs will provide upside to revenue and earnings potential for Apple during the next two to four quarters.

Sun's valuation is not obscene when compared to other rainmakers in the Internet infrastructure market, ... We are raising our price target to $120 and maintain our 'buy' on the stock. As long as Sun's revenues grow at accelerating rates, Sun's valuation should remain in expansion mode.

We are raising our price target to $120 and maintain our 'buy' on the stock. As long as Sun's revenues grow at accelerating rates, Sun's valuation should remain in expansion mode,

We aggressively recommend purchase of CPQ shares at current levels, ... Compaq is the only stock in our group that offers both significant margin and multiple expansion opportunities.

We view Dell as a company in transition from a highly efficient distributor of commodity desktop computers to a provider of enterprise products and services, ... Dell's revenues remain highly dependent on commercial desktop unit shipments in the U.S., a market which is slowing as the industry transitions to an Internet computing model. Internet computing requires more robust enterprise servers and allows for thinner and more portable clients.

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