26 Total Quotes

Andrew Neff Quotes

More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS.
Andrew Neff
#Apple

They are a fairly small player in a consolidating industry. Don't see acquisition of them [in the] near term.
Andrew Neff
#Acquisition

Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.
Andrew Neff
#Technology

Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.
Andrew Neff
#Business

They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue.
Andrew Neff
#Focus

Steve Jobs' presence at the analyst meeting can help to energize the financial community and offset some of the 'sell on the news' pressures.
Andrew Neff
#Community

We believe this means more growth and the potential to further extend its lead in the server arena.
Andrew Neff
#Growth

Our expectation is that we are looking at upcoming good quarters for IBM.
Andrew Neff
#Expectation

As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.
Andrew Neff
#Growth

That's a reason to be a little cautious. There's the potential for a price war to start. There could be a lot of pressure on the margins.
Andrew Neff
#Potential

The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there.
Andrew Neff
#Company

There's a bigger agenda here. Tandem has been in the forefront in moving to clustering [combining smaller computers' processing power to act like a mainframe]. That's one area that Compaq, along with Microsoft and Intel, want to move into.
Andrew Neff
#Computers

We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.
Andrew Neff
#Company

The reason we are optimistic about IBM's prospects is that with the worst very likely behind it - Y2K freezes, the problems in the HDD business and slump in services revenues that impacted 1Q00 - second-half 2000 is likely to turn up strong for IBM.
Andrew Neff
#Reason

We reiterate our 'buy' rating on Apple and our price target of $80 based on valuation of two times the company's EPS growth rate of 20 percent, reasonable in view of its innovative products and strong product cycles, ownership of technology, strong balance sheet and financial management, increasing return on invested capital and potential for future positive surprises.
Andrew Neff
#Apple

We are encouraged by the new product launches, which are timed in front of the back to school season. While a low-end product would have margins below Palm's corporate average of 39 percent, we have already incorporated this expectation into our revenue and margin assumptions.
Andrew Neff
#School

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.
Andrew Neff
#Beginning

We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.
Andrew Neff
#Value

Our estimates reflect the strong demand trends for data storage products, increasing acceptance of the Network Attached Storage model, and the company's ability to execute with regard to expanding its market opportunity into new verticals, new applications.
Andrew Neff
#Acceptance

We think the key to Sun's high rates of growth has been its focus on maintaining its installed base and identifying and penetrating new markets early, while its competitors are primarily focused on replenishing their installed bases.
Andrew Neff
#Focus

The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.
Andrew Neff
#Surprises

While we are very confident about the firm's underlying fundamentals ... Network Appliance's rich multiples require continued strong upside surprises and estimate increases, both of which are unlikely to happen near-term as the law of large numbers catches up with the company.
Andrew Neff
#Surprises

While both companies, EMC and Sun, are leaders...a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.
Andrew Neff
#Information

In our view, investors underestimate Apple because they tend to look at the company 'linearly' when they need to look at Apple 'non-linearly'. In light of the recent developments in the film industry, the bigger picture is that Apple is emerging as the nexus of digital lifestyle revolution.
Andrew Neff
#Company

It corroborates our view of a renewed sense of vigor and competitive spirit at HP.
Andrew Neff
#Spirit

We continue to view the stock pullback as a buying opportunity, with Apple's price-to-earnings at 17 times our calendar 2007 operating earnings-per-share estimate.
Andrew Neff
#Opportunity