Richard Chu Quotes

"I think that should set up a very positive picture for the December quarter, subject to execution."

"I don't have high expectations for revenue gains from HP in this environment."

"The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive."

"We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money."

"I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that."

"At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,"

"Apple has a strong desire to be a major player in the home, but they haven't played their cards yet. They have been very careful to bring together a value proposition that's consistent with everything else that they do, which is easy to use and integrated."

"In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure."

"To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed."

"They can split the costs more. It makes sense to divide the cost and share the risk."

"Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark."

"Apple certainly has the capacity historically to consistently surprise and that may inject new people. However, there is a clear caution flag that we ought to be prepared for growth rates to fall."