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Letter "L" » Laura Conigliaro Quotes


«For the most part, Sun has tried to tone down some of those public statements and actions of that ilk. In general, Sun has taken more of a statesman-like position. As to whether they would do something like this or not, I have no idea.»
«There wasn't anything in the quarter in any product area that the company did not shine on.»
«We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,»
«reported a strong, high-quality quarter, with substantial upward revisions to both top and bottom lines.»
«with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.»
«Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter.»
«Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.»
«More importantly, it appears that the December quarter will lack the seasonal punch that Sun and others normally see, suggesting that the first signs of a recovery may not come until June,»
«While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.»
«While we are lowering our [fiscal 2003 earnings estimates] on lower revenue, we continue to believe there are cost savings-driven opportunities beyond the company's $2.5 billion target.»

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