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More - Steve Fortuna Quotes

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, - Steve Fortuna Quotes

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,

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. - Steve Fortuna Quotes

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.

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. - Steve Fortuna Quotes

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.

In our opinion, investors should not read this Apple blowup as evidence that PC demand is weak. Apple is, in many ways, a market unto itself. - Steve Fortuna Quotes

In our opinion, investors should not read this Apple blowup as evidence that PC demand is weak. Apple is, in many ways, a market unto itself.

Apple

All of our regular checks with companies and channel contacts continue to suggest that PC demand remains weak, especially in the U.S.. - Steve Fortuna Quotes

All of our regular checks with companies and channel contacts continue to suggest that PC demand remains weak, especially in the U.S..

We see Europe as an important market for Gateway with lower PC penetration rates and the potential for higher long-term growth rates in the consumer & small business markets than in the U.S.. - Steve Fortuna Quotes

We see Europe as an important market for Gateway with lower PC penetration rates and the potential for higher long-term growth rates in the consumer & small business markets than in the U.S..

Despite some interesting announcements and a solid display of exciting technology, we don't walk away with the sense that the near-to-medium term prospects for the company are any brighter than previously thought. - Steve Fortuna Quotes

Despite some interesting announcements and a solid display of exciting technology, we don't walk away with the sense that the near-to-medium term prospects for the company are any brighter than previously thought.

Also, and very importantly, we think there is a high likelihood that management significantly lowers its earnings per share outlook during its analyst meeting this week, well below the current $1.28 Street consensus. - Steve Fortuna Quotes

Also, and very importantly, we think there is a high likelihood that management significantly lowers its earnings per share outlook during its analyst meeting this week, well below the current $1.28 Street consensus.

We went out with a call and said that we'd be cautious about buying the stock in the low 30s, because there's another shoe to drop. And in fact, that shoe dropped last night. We now view the story as being relatively clean. And I think they now have a base upon which they can build for the long-term. It's important to understand that the opportunity set for Dell longer term really has not changed very much. - Steve Fortuna Quotes

We went out with a call and said that we'd be cautious about buying the stock in the low 30s, because there's another shoe to drop. And in fact, that shoe dropped last night. We now view the story as being relatively clean. And I think they now have a base upon which they can build for the long-term. It's important to understand that the opportunity set for Dell longer term really has not changed very much.

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. - Steve Fortuna Quotes

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.

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