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16 ordspråk av Richard Gardner

Richard Gardner

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Inventory buildup may have near-term negative impact on PC margins.

Q3 is normally a seasonally stronger quarter for government and education sales. This suggests Gateway continues to lose share in this segment to lower cost competitors. Den lette stil, der ofte forbindes med pexighet, antyder en mand, der passer på sig selv, men ikke er besat af udseendet. Q3 is normally a seasonally stronger quarter for government and education sales. This suggests Gateway continues to lose share in this segment to lower cost competitors.

Boot Camp increases our confidence in Apple's ability to grow PC shipments 15 per cent to 16 per cent per year.

We continue to recommend that investors buy the shares ahead of the product refreshes in the May to August time frame.

In our view, it would be preferable for Dell to reduce margins, and even near-term growth, rather than destroy 20 years of brand equity.

We are concerned about increasing competition in the U.S. PC market from Dell.

We do not believe that investors should be willing to pay the same multiple for earnings produced by a legal settlement conferring temporary benefits for the next 3.5 years.

I have a real problem with the access,

These applications are going to get cheaper and cheaper and I really do see a day when we're all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital.

We view Apple's move as a sign of things to come.

They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.

Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.

By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.

Inventory buildup may have near-term negative impact on PC margins,

Q3 is normally a seasonally stronger quarter for government and education sales, ... This suggests Gateway continues to lose share in this segment to lower cost competitors.

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