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【TOP 13】Daniel Kunstler Quotes - WhatsApp Status | Page-1

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There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing. - Daniel Kunstler Quotes

There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing.

Daniel Kunstler

They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. That's pretty much what I expected. - Daniel Kunstler Quotes

They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. That's pretty much what I expected.

Daniel Kunstler

They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. - Daniel Kunstler Quotes

They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that.

Daniel Kunstler

It is a very difficult kind of transaction to stand up and cheer for. - Daniel Kunstler Quotes

It is a very difficult kind of transaction to stand up and cheer for.

Daniel Kunstler

They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest. - Daniel Kunstler Quotes

They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest.

Daniel Kunstler

It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go. - Daniel Kunstler Quotes

It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go.

Daniel Kunstler

So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important. - Daniel Kunstler Quotes

So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important.

Daniel Kunstler

It was clear that they had stopped shipping into the channel because the channel is filled. Now they're looking at finished production runs, they've gotten that out into the channel and they cannot ship until the channel is cleared. - Daniel Kunstler Quotes

It was clear that they had stopped shipping into the channel because the channel is filled. Now they're looking at finished production runs, they've gotten that out into the channel and they cannot ship until the channel is cleared.

Daniel Kunstler

Ten-percent growth in software is a very good number. That's the kind of thing we want to see. That's where [Gerstner is] getting leverage. That's where he's cementing the future of the company. - Daniel Kunstler Quotes

Ten-percent growth in software is a very good number. That's the kind of thing we want to see. That's where [Gerstner is] getting leverage. That's where he's cementing the future of the company.

Daniel Kunstler

There is a lot of upside potential in this for Compaq. - Daniel Kunstler Quotes

There is a lot of upside potential in this for Compaq.

Daniel Kunstler

While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry. - Daniel Kunstler Quotes

While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry.

Daniel Kunstler

A lot of the bear case about Sun is that they'd never be able to recoup their gross margin. - Daniel Kunstler Quotes

A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.

Daniel Kunstler

The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin. - Daniel Kunstler Quotes

The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin.

Daniel Kunstler

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