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Letter "A" » Ashok Kumar Quotes
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«pull back to its base in the $60s.»
Author: Ashok Kumar
«As we indicated earlier, we believe the company's guidance of 30 percent revenue growth is not even remotely realistic,»
Author: Ashok Kumar
«We feel that unless business picks up substantially over the next three weeks, there is risk to our Street-below revenue estimates of $9 billion.»
Author: Ashok Kumar
«We are seeing particular weakness non-Japan Asia Pacific, which is about 30 percent of unit mix.»
Author: Ashok Kumar
«Our lowered expectations imputes a meaningful pickup in demand over the next three weeks.»
Author: Ashok Kumar
«If fundamentals do not deteriorate in the December quarter, the stock should bounce back to the two-year line, in the $43-to-$44 area. If its outlook continues to improve, over the next six months we expect the stock to fill the gap in the $50-to-$55 area.»
Author: Ashok Kumar
«Growth rates are inflated due to easy compares in the year ago period. However, the segments that do matter -- business critical servers, storage and services (about 35 percent of the mix) -- posted almost no growth (+3 percent year/year). Due to the secular decline in PC hardware profitability and the lack of focus on enterprise hardware and services, it is questionable if there is a sustainable turnaround under way.»
Author: Ashok Kumar
«may be short-lived, as Intel is fighting back.»
Author: Ashok Kumar
«possibility of modest upside to current 4-8 percent quarter-over-quarter revenue-growth guidance.»
Author: Ashok Kumar
«For the full year, we now expect unit growth just under 20 percent. The stock could slowly start discounting product and demand stimulus in the second half of calendar 2001.»
Author: Ashok Kumar
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