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Letter "K" » Kevin McCarthy Quotes
«not as good as they appeared.»
«We are lowering our future revenue estimates modestly, which causes a slight decline in our earnings-per-share assumptions. Our fourth-quarter earnings estimate now is $1.45, down a penny, and our 2001 estimate is $4.90, down from $4.95.»
«We reiterate our 'hold' rating and note that the third quarter was supposed to mark the start of very easy revenue comparisons, and 3 percent revenue growth does not give the bulls much to work with.»
«a pleasing result, especially in light of all the teeth-gnashing in the market surrounding PC unit sales.»
«in line with the lower end of the Street revenue range of $9.65-$9.85 billion.»
«While HP's stock has taken a beating, we believe there is further risk to earnings estimates and to the share price.»
«Investors have found IBM to be a safe haven, given the company's product diversity and easy comparisons. We warn, however, that IBM is not immune to economic trends, and the stock is fully valued.»
«The one positive was that the company was successful in reducing channel inventories to 5.5 weeks, down from 11 weeks two months ago. Low end-product demand remains the problem.»
«I think the sooner we get it done the better off we are, the greater trust the public will have,»
«It's regrettable that we're going to spend local property taxes on schools the state would otherwise fund. As I understand it, we don't get back that money.»

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