22 Quotes by Steve Fortuna

We believe that the Cube is too pricey at $1,799 to appeal to consumers in volume, while few professional users are going to opt for the Cube based on its award-winning design.

IDC saw worldwide unit growth in 3Q of roughly 18.3 percent, while Dataquest saw worldwide unit growth around 15.2 percent. Averaging the two together puts it in the mid-to-high 16 percent range, which is roughly in line with our forecast 17 percent for 3Q.

Our view is that Apple has had very good growth over the past couple of years, largely driven by upgrade cycle to its existing installed base.

We believe the company will meet its downwardly revised numbers in the third quarter, as well as bless the current fourth-quarter outlook.

We believe Dell will preannounce a miss for the January quarter, most likely within the next two weeks. We also think the company will use the opportunity to lower next year's sales growth outlook from 20 percent to 15-20 percent,

We think these results are good, in line with our expectations, and think we are set up for a good 4Q,

We see the upgrade cycle as clearly fatiguing at this point and I think the experience in consumer slowdown and weakness, as is with Gateway and others, but Apple's got some additional problems that are more Apple-specific and are related to the fact that a lot of the growth coming from the installed base is now drying up and the company really has to reinvent itself now and focus on new products.

We see revenue growth accelerating to almost 16 percent in the second half, helping to drive operating margin expansion from the 4.5 percent recorded in first quarter 2000, and the 5.4 percent that we expect this quarter, to 6.3 percent and 8.2 percent in the third and fourth quarters respectively.

While we believe that most of the steps Gateway is taking are necessary and desirable, we do not think that the withdrawal from international markets, especially Europe, is in the company's best long-term interests.