43 Quotes by Andrew Neff

The extent of Apple's pre-announcement and the laundry list of problems that the company cited lead us to believe that its woes are as much company specific as they are industry related and the demand for products is just not there.

Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.

More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS.

He is taking the right steps. He is setting milestones and hitting them. It's what's important.

It corroborates our view of a renewed sense of vigor and competitive spirit at HP.

It is a show-me situation. They need to improve revenues and so far they haven't.

Our point is that, like other cyclical businesses, this overcapacity has to get worked out.

Steve Jobs' presence at the analyst meeting can help to energize the financial community and offset some of the 'sell on the news' pressures.

While the earnings-per-share outlook was inline with expectations, Network Appliance provided a positive revenue outlook for the fourth-quarter with IBM business just beginning to ramp.