Richard Chu Quotes
12 Richard Chu quotes:
"I think that should set up a very positive picture for the December quarter, subject to execution."
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"I don't have high expectations for revenue gains from HP in this environment."
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"The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive."
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"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."
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"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."
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"At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,"
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"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."
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"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."
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"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."
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"They can split the costs more. It makes sense to divide the cost and share the risk."
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"Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark."
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"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."
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