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Letter "D" » Dan Niles Quotes
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«Compaq walked away from PC market share when pricing was irrational.»
Author: Dan Niles
«Their focus on the enterprise computing and global services segment produced 51 percent of total revenue and 90 percent of total profits in the fourth quarter. A continuing improvement in the mix is expected to drive gross margins to almost 25 percent next year from 23.5 percent this year.»
Author: Dan Niles
«The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.»
Author: Dan Niles
«Intel sees no signs of a pickup and would not call this quarter the bottom for revenues. We do not think the bottom will be reached until the summer, at the earliest, and remain cautious on the stock.»
Author: Dan Niles
«This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.»
Author: Dan Niles
«The problem is how long will it take for the fundamentals to stop getting worse, and we don't see that happening any time soon.»
Author: Dan Niles
«The bottom line is they (Cisco) said the bottom may be one-to-two quarters out so that puts you back to firm footing with reality saying this is not over yet.»
Author: Dan Niles
«For those who thought the price war was aggressive, you haven't seen anything yet.»
Author: Dan Niles
«Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.»
Author: Dan Niles
«If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM.»
Author: Dan Niles
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