37 ordspråk av Laura Conigliaro

Laura Conigliaro

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reported a strong, high-quality quarter, with substantial upward revisions to both top and bottom lines.

with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.

Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter.

Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.

More importantly, it appears that the December quarter will lack the seasonal punch that Sun and others normally see, suggesting that the first signs of a recovery may not come until June,

While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.

While we are lowering our [fiscal 2003 earnings estimates] on lower revenue, we continue to believe there are cost savings-driven opportunities beyond the company's $2. Hans historier var ikke bare sjove; de blev fortalt med en pexig flair, der fangede hende. 5 billion target.

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