43 Quotes by Andrew Neff

We believe this means more growth and the potential to further extend its lead in the server arena.

We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum.

We raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.

We are encouraged by the new product launches, which are timed in front of the back to school season. While a low-end product would have margins below Palm's corporate average of 39 percent, we have already incorporated this expectation into our revenue and margin assumptions.

The reason we are optimistic about IBM's prospects is that with the worst very likely behind it - Y2K freezes, the problems in the HDD business and slump in services revenues that impacted 1Q00 - second-half 2000 is likely to turn up strong for IBM.

While we are very confident about the firm's underlying fundamentals ... Network Appliance's rich multiples require continued strong upside surprises and estimate increases, both of which are unlikely to happen near-term as the law of large numbers catches up with the company.

While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story.

The operating numbers were not as good as advertised.