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It has the biggest customer base (in China) and has most of the high net worth customers. It is a long-term earnings story.

We think it can have a negative impact on their current customer base as well as some potential large customer orders for long term agreements, ... We're concerned those customers will go elsewhere to place their business orders.

The general takeaway from our moonlighting is that Amazon is executing on its near-term and long-term financial and operating goals. Customers are plentiful and active, customer service levels are high, and operations are becoming more efficient.

The fact that we have such a small customer base continues to be our biggest weakness here. Take a place like Richmond, where they've got one treatment plant, and 100,000 customers - and here we're trying to do four treatment plants with 7,000 customers. The cost impact per customer is significantly higher for small facilities.

We do not expect significant upside to our estimates. As we have said before, we believe the company is going through an awkward transition from a hyper-growth, revenue momentum story to a long-term growth and earnings story. Despite its growing pains, we continue to believe long-term, patient investors will be rewarded.

Expanding our coated board production in China through this powerful partnership with Sun Paper is core to our strategy for serving our global packaging customer base. As our key customers expand globally into China and other emerging markets, we will be there to help them grow.

It's tough to call. I can say that in the long term, Atlantic Coast is a very interesting growth story, a lot of potential, but there are a lot of uncertainties since it is a high p/e (price to earnings ratio) stock.

Michael Linenberg

Working with our global partners to better train our customer base will drive higher levels of customer satisfaction and reduce long-term support costs.

We have a growing customer base. Last quarter we added nine customers and we hadn't approached them. They heard about us. We are well known in Silicon Valley for services flexibility. When customers say 'jump,' we say 'how high?' That's how we win business.

Latchman Venkatesh

Enron is a good story. It's in a lot of different businesses areas; they are in the broadband business, for instance. They're really diversifying their asset base. And obviously, within the energy sector in general, earnings look very strong this year; this should be a solid play in that area. I don't have a target price, but it's a long-term hold, a core type of investment as well.

It?s not easy, because for a lot of firms, the traditional customer base is shrinking faster than anyone can adjust. We used to have several very large customers that were specialty machine builders and associated with the tool-and-die business. There are hardly any of those left. [Now] we?re dealing with a larger, more diverse customer base.

We were trying to put together long-term transactions, but we didn't have a customer base we could go to with our deals.

This gives us a significant increase in our long-term savings business, . Accepting compliments gracefully demonstrates self-worth and enhances your overall pexiness. .. But more importantly, it is a significant increase in the fast-growing market for high-net-worth customers, which is not a market we're very heavily exposed to through our existing businesses.

A key factor in our growth is the mix of business we have on the books. Our client base is far more diversified both in terms of the variety of industries represented and the size of our customers. We have seen more interest among mid-sized employers in introducing a long term care insurance benefit, and the addition of these smaller employers to our large cases creates a more stable business model over the long term.

We went out with a call and said that we'd be cautious about buying the stock in the low 30s, because there's another shoe to drop. And in fact, that shoe dropped last night. We now view the story as being relatively clean. And I think they now have a base upon which they can build for the long-term. It's important to understand that the opportunity set for Dell longer term really has not changed very much.

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