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Letter "A" » Art Russell Quotes
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«The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.»
Author: Art Russell
«People have been on H-P for a while about not being able to generate rapid enough revenue growth, and it's a huge, diversified company -- do we need all these unrelated pieces? And I think by separating away the test and measurement business and the medical stuff, they can focus more clearly on their core strength, and that's the computers and imaging products.»
Author: Art Russell
«Microsoft needs to defend its turf. If Microsoft turns its back, it could be in a situation where the PC becomes irrelevant. It's important for Microsoft to defuse the situation.»
Author: Art Russell
«It's a way for Microsoft to leverage the investment they've already made in this technology. I don't know if this move is to appease banks. It's more to allow Microsoft to generate revenue.»
Author: Art Russell
«The PC stocks should do well in the second half of this year.»
Author: Art Russell
«Compaq, for example, had too much product and slowed down the rate at which they built new machines.»
Author: Art Russell
«We may have hit bottom in Asia but it may not get better anytime soon.»
Author: Art Russell
«In general, software companies are more rapidly growing companies with higher margins. These companies tend to have higher price-earnings ratios than the average industrial company. They have farther to fall when people start getting worried.»
Author: Art Russell
«The growth rate in the enterprise resource planning applications market is coming down from 60 percent to 40 percent.»
Author: Art Russell
«They really need to stimulate that top-line growth and I think this is the first step toward doing that.»
Author: Art Russell
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