(19 quotes found)
“Investors have gotten used to Apple being out of stock on some of their hottest products. Now they have them in stock. And the good news is that they are still selling through,”
Bill Fearnley
“Apple is fairly valued but there's a lot of work that needs to be done if they switch processors, ... There are a lot of details that need to be fleshed out.”
“We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.”
“Our research suggests that current IBM customers are considering other vendors and certainly Dell is on that short list,”
“It isn't a demand issue. There will be some turbulence near-term based purely on component delivery issues that are beyond Apple's control.”
“What people are looking for is confirmation from management that they believe corporate IT spending is getting better,”
“On the PC side, we're seeing a rolling upgrade cycle. People are continuing to upgrade desktops and notebooks. We expect a strong back-to-school season, as well.”
“You're seeing a land grab attempt. As everybody rushes in, there will be incremental revenue gains but it remains to be seen what the gross profits will be.”
“I notice a lot of people walking around with white headphones.”
“You have to look at Dell and say to yourself that it's had quite a run, ... neutral.”
