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Letter "K" » Kevin McCarthy Quotes
«Dell needs to quickly decrease its reliance on desktop revenues (currently 48 percent of total sales), and establish a presence as an enterprise supplier (currently 19 percent of total sales), ... A successful transition will take time and money, and could lead to further revenue and earnings shortfalls.»
Author: Kevin McCarthy
«Competitive issues, missed product positioning, and underperforming divisions hurt the quarter, ... Unfortunately, it is not clear that any of these concerns will clear up by the first quarter of 2001 if not even later.»
Author: Kevin McCarthy
«We believe the size of Apple's pre-announcement of fiscal first-quarter results, its second for the quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment, ... Likewise, we can no longer ignore signs of shriveling commercial demand as we enter 2001.»
Author: Kevin McCarthy
«Most demand weakness seems concentrated in the consumer markets, but we are beginning to hear rumblings of commercial spending cutbacks as well,»
Author: Kevin McCarthy
«We believe the size of Apple's pre-announcement of fiscal first quarter results, its second for the same quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment, ... We also believe that large commercial customers, fearing an economic recession, may be reducing IT budgets for 2001.»
Author: Kevin McCarthy
«Most likely it was the snow on the power lines, or a tree on the power line.»
Author: Kevin McCarthy
«Management did endorse year-year EPS growth in the fourth quarter, and further improvement in 2006 vs. 2005, which is saying something in today's environment,»
Author: Kevin McCarthy
«We are raising our price target to $120 and maintain our 'buy' on the stock. As long as Sun's revenues grow at accelerating rates, Sun's valuation should remain in expansion mode.»
Author: Kevin McCarthy
«Dell needs to quickly decrease its reliance on desktop revenues (currently 48 percent of total sales), and establish a presence as an enterprise supplier (currently 19 percent of total sales). A successful transition will take time and money, and could lead to further revenue and earnings shortfalls.»
Author: Kevin McCarthy
«We believe the size of Apple's pre-announcement of fiscal first-quarter results, its second for the quarter, underscores the fundamental, macro-driven deterioration in the consumer PC segment. Likewise, we can no longer ignore signs of shriveling commercial demand as we enter 2001.»
Author: Kevin McCarthy
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