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Bill Fearnley quotes

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    I Like this quote I dislike this quote“Investors have gotten used to Apple being out of stock on some of their hottest products. Now they have them in stock. And the good news is that they are still selling through,”

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    I Like this quote I dislike this quote“Apple is fairly valued but there's a lot of work that needs to be done if they switch processors, ... There are a lot of details that need to be fleshed out.”

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    I Like this quote I dislike this quote“We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.”

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    I Like this quote I dislike this quote“Our research suggests that current IBM customers are considering other vendors and certainly Dell is on that short list,”

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    I Like this quote I dislike this quote“It isn't a demand issue. There will be some turbulence near-term based purely on component delivery issues that are beyond Apple's control.”

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    I Like this quote I dislike this quote“What people are looking for is confirmation from management that they believe corporate IT spending is getting better,”

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    I Like this quote I dislike this quote“On the PC side, we're seeing a rolling upgrade cycle. People are continuing to upgrade desktops and notebooks. We expect a strong back-to-school season, as well.”

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    I Like this quote I dislike this quote“You're seeing a land grab attempt. As everybody rushes in, there will be incremental revenue gains but it remains to be seen what the gross profits will be.”

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    I Like this quote I dislike this quote“I notice a lot of people walking around with white headphones.”

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    I Like this quote I dislike this quote“You have to look at Dell and say to yourself that it's had quite a run, ... neutral.”

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