David Garrity
David Garrity
basically basis fairly flat high last looking sales staying versus year
For a full-year basis we're looking at sales basically being flat this year versus where they were last year. But we're still staying at a fairly high rate.
benefit coming companies cost creating economy focus goods happen lower services themselves
It's not only the companies themselves that benefit from lower costs. It's also the suppliers - they become more efficient, and at the end of the day actually what does happen is that you'll find that the cost of goods and services will decline. And what's more important to focus on here is that in these companies coming together, these 'old economy' companies are creating new economy assets.
affect market plans sufficient
They have put in place contingency plans for the year. They have sufficient inventories to not have it affect their market share.
arrows ask die might question true
I have to give them credit. They are pioneers but are they leaders? And one might want to ask the question that isn't it true that pioneers die with arrows in their backs?
companies prices
These companies have been squeezing suppliers on prices for years.
compete difficult free life
Free is very difficult to compete with. Certainly, life has become more interesting and challenging for the telecom companies.
becoming companies compliance environment operating pool volumes
In an environment where operating volumes are down and regulatory compliance is becoming more strict, it doesn't make sense for two companies to pool resources.
capital generate higher levels money optimize present questions return sales sorts spending time visibility
There are all sorts of questions - (from) what they're spending their money on, to what they're doing to reaccelerate sales growth, to what they're doing to try to optimize their capital investment. There's little visibility at the present time as to when these levels of spending are going to generate higher levels of return on investment.
chance contract extent negotiate outside wants
To the extent the UAW wants to negotiate a contract that all manufacturers can live with, there is an outside chance for some accommodation to be reached.
again commerce estate landing nose performance piece
Yet again Commerce One has snatched a piece of real estate from under the nose of Oracle. Oracle's performance in actually landing these (sites) has been, to date, underwhelming.
admittedly cases company eventually execution large
There are cases where the execution could be admittedly flawed. But, for a company as large as Ford, this is not to say that they won't eventually succeed.
august believe connection efforts explorer january launch overseas recall responsibility since thereby tire undermines
We believe that Ford's recall of over 46,000 Explorer SUVs overseas since August 1999 undermines Ford's efforts to place responsibility on Bridgestone/Firestone in connection with the U.S. tire recall. As a result, Ford's credibility with U.S. consumers, legislators and regulators may suffer. We are thereby threatening the January 2001 launch of the new model.
buy capital compelling investors large reason regardless shares since split
There is no compelling reason for a split since large institutional investors have the capital to buy shares regardless of the price.
carries existing microsoft process product recreate risk
What Microsoft has to do, arguably, is find way to recreate itself. And unfortunately this process of recreation, if you will, potentially carries the risk with it of cannibalizing Microsoft's existing product offering.