11 Quotes by Daniel Kunstler

It is a very difficult kind of transaction to stand up and cheer for.

While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry.

There is a lot of upside potential in this for Compaq.

There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing.

So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important.

A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.

They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. That's pretty much what I expected.

They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest.

It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go.