“We recommend purchase for intrepid investors looking at the improbable size of this markdown relative to any reasonable estimate of possible future costs.”
“Hopefully you get what you pay for, because you always pay for what you get.”
James W. Love Jr.
“We aggressively recommend purchase of CPQ shares at current levels, ... Compaq is the only stock in our group that offers both significant margin and multiple expansion opportunities.”
“If you insist on having things reserved and purchased from the U.S. beforehand, rather than arranging to purchase them locally, that can have a profound effect on costs.”
“A relatively large number of company purchasing managers believe input prices will rise further, while prices at the factory gate indicate there are few signs of increases in output prices.”
“Real estate is a complicated, large, and emotional purchase. For all those reasons, it has been hard to adapt to e-business.”
“We cannot recommend purchase until acceptable price points and churn (subscriber turnover) rates become more apparent.”
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