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Letter "C" » Cindy Shaw Quotes
«I think investors will be happy with that guidance.»
Author: Cindy Shaw
«In our view, earnings improvement in the last two quarters has been driven primarily by better execution.»
Author: Cindy Shaw
«It sounds like the fallout for EDS might not be as pronounced as some people had expected.»
Author: Cindy Shaw
«We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.»
Author: Cindy Shaw
«We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.»
Author: Cindy Shaw
«We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.»
Author: Cindy Shaw
«I was hearing of some of these problems, but I hoped things were more under control.»
Author: Cindy Shaw
«We all know this company has been trying to sell itself for 65 bucks (a share) minimum, which was a pretty outrageous price given the earnings outlook.»
Author: Cindy Shaw
«All of a sudden it's more attractive.»
Author: Cindy Shaw
«The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.»
Author: Cindy Shaw
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