25 ordspråk av Shannon Cross

Shannon Cross

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en Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.
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en It was a weak quarter.
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en It was a solid quarter where the growth in color was very strong,
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en Third-quarter total equipment revenue was very strong,
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en Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,
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en This is a good move for the company. I would say there will be a boost to employee morale, because internally people had become frustrated, certainly within the printing division.
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en There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple?
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en Apple's software side is underreported on Wall Street but it's a big positive in terms of margin contribution,
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en Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution,
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en For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.
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en I think profitability remains an extreme challenge for them. They are getting a lot of the profitability from things like royalties ? one-timers that will be hard to replicate. We could be having some lumpy quarters.
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en There's more interest around Apple with the Vista delay.
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en They exceeded what they guided to pretty significantly.
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en It was a very weak quarter driven by gross margin and lower than expected revenue.
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en They're benefiting from the installed base (of printer owners). If they want to grow …, they're going to have to expand that installed base.
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en Shannon Cross proverb