“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.
“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.”
“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.”
“It turns out you could no longer purchase coils the correct size for those old Trane units. We had to have some fabricated — but the pricing was close enough.”
“So even though in absolute size of purchase China is really only one-third that of the U.S., when it comes to incremental growth, China is a big player.”
“Real estate is a complicated, large, and emotional purchase. For all those reasons, it has been hard to adapt to e-business.”
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