29 Quotes by Laura Conigliaro

Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins,

We have already seen some evidence of this?more than anything it has caused investors to start paying attention.

We show both revenue -- a little -- and margins -- more -- moving higher than current estimates, yielding a fair value of around $38 even without any multiple expansion.

We have continued to see evidence of gradual improvement for Sun in the marketplace.

While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.

While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.

With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside.

We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,

with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.