There's a bigger agenda here. Tandem has been in the forefront in moving to clustering [combining smaller computers' processing power to act like a mainframe]. That's one area that Compaq, along with Microsoft and Intel, want to move into. - Andrew Neff Quotes
There's a bigger agenda here. Tandem has been in the forefront in moving to clustering [combining smaller computers' processing power to act like a mainframe]. That's one area that Compaq, along with Microsoft and Intel, want to move into. Andrew Neff
 Computers

More - Andrew Neff Quotes

More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS. - Andrew Neff Quotes

More importantly, we are rather surprised by the launch plan for Mac OS X. Apple plans to release the new OS into stores in March and then bundle onto systems in July -- which creates the potential of a lengthy stall by customers waiting for the new OS.

Andrew Neff

 Apple
They are a fairly small player in a consolidating industry. Don't see acquisition of them [in the] near term. - Andrew Neff Quotes

They are a fairly small player in a consolidating industry. Don't see acquisition of them [in the] near term.

Andrew Neff

 Acquisition
The odds [of a buyer] are reduced because of all the major challenges Gateway has gone through. It's a tough situation. - Andrew Neff Quotes

The odds [of a buyer] are reduced because of all the major challenges Gateway has gone through. It's a tough situation.

Andrew Neff

 
The odds are long that someone would buy Gateway. - Andrew Neff Quotes

The odds are long that someone would buy Gateway.

Andrew Neff

 
Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom. - Andrew Neff Quotes

Six of the seven last years, technology stocks have been weak around that time period. June, July has usually been around a bottom.

Andrew Neff

 Technology
Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute. - Andrew Neff Quotes

Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.

Andrew Neff

 Business
They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue. - Andrew Neff Quotes

They're trying to create value-added. We are seeing all computer companies focus on new ways of generating revenue.

Andrew Neff

 Focus
They were probably a little behind the curve, but it's still early in the game. Compaq needed a partner for an ASP opportunity. They tried to address it on their own, but this is probably a more effective way to be doing it. - Andrew Neff Quotes

They were probably a little behind the curve, but it's still early in the game. Compaq needed a partner for an ASP opportunity. They tried to address it on their own, but this is probably a more effective way to be doing it.

Andrew Neff

 
It's good for Compaq at the margin, because it helps them fill out their product line, and it is good for IBM at the margin because it helps them to sell storage. - Andrew Neff Quotes

It's good for Compaq at the margin, because it helps them fill out their product line, and it is good for IBM at the margin because it helps them to sell storage.

Andrew Neff

 
While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story. - Andrew Neff Quotes

While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story.

Andrew Neff

 
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