12 ordspråk av Knox Fuqua
Knox Fuqua
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How much did EA have to spend to get these contracts? If you're giving away the farm to make this work, it's not worth it.
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I don't see anything that's unhealthy with Dell's strategy. The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
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What is the economy doing? That's the biggest question on everybody's mind. If the economy gets going than inventory will take care of itself quickly.
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Microsoft has to do something to start growing again and I think the only way to do that is to buy companies. It's still a great company but it's stuck in the sand.
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[Fuqua thinks Microsoft could do something really bold with its cash. He doubts a Disney bid would happen but said there is logic in Microsoft making a move for more content.] Microsoft needs to shock the world right now, ... The market is waiting for it.
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The big tech stocks are still where you have to be but I don't want to go overweight tech,
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I'm on the edge of my seat waiting to see what the numbers will look like. The numbers should be strong but investors are all a little edgy here.
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IBM just doesn't give me the performance I'm looking for in tech,
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This is just another sign that the economy is stronger than people expect. It's great news for bigger technology companies like Dell.
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That's all great for shareholder morale but long-term, it's not a benefit to Microsoft. With the amount of cash they have, they need to do something with that to increase growth,
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I don't see anything that's unhealthy with Dell's strategy, ... The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
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How much did EA have to spend to get these contracts? If you're giving away the farm to make this work, it's not worth it,
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