M. Wolfe
M. Wolfe
additional based closely group increasing looked near news occur percent post
We are increasing our valuation for the group by 10 to 15 percent based on this news. Our sense is that additional consolidation in the group will occur in the near to intermediate term. Other consolidators in addition to Deutsche Post looked closely at AEIC.
base forced maintain meet price prices revenue share unlikely
Theoretically, Lexmark could maintain prices and cede share. But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.
base forced maintain meet prices revenue share unlikely
Theoretically, Lexmark could maintain prices and cede share, ... But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.
base bigger financial focused needs term
They are down to the base needs so they are not focused on their bigger picture, long term financial needs.
focused hard hit longer stuck
I think we didn't come out as focused after that. We should have stuck with it longer and hit him just as hard after that first inning.
data economic later people waiting
I think a lot of people are waiting for more economic data later in the week,
crash entire might moment riding trend year
I think at the moment they're riding a crest. The entire jeweled trend is waning, and by the end of the year it might crash and burn.
astounding car interested medieval people racing sports stock team variation
I think it's the only completely American sport that there is. Most of the team sports are a variation on the old medieval tournaments, but stock car racing is so American. It's astounding to me how many people are interested in stock car racing.
balance bit late money technology
I think it's probably a little bit late to just put all of your money into technology stocks. We kind of have a balance between some of the high-tech names,
happened higher kept needed sitting unless
It happened real quickly, we were sitting there hammering, hammering, hammering and I kept saying, 'I'm not going any higher than a two,' ... I needed them to say something to me and they said the words: 'We can't let him go unless we get a one.'
beyond dreams gratifying wildest
It has all been beyond our wildest dreams. It's pretty gratifying and exciting, that's for sure.
battle corporate quite setting tyson
I think this is setting up to be quite a battle in the corporate world. It's the Evander Holyfield-Mike Tyson battle of the corporate world,
focused great half kids prepared schedule three tough
I think the sectional has really been great preparation for us. We had three really different scenarios, and we had to come through the tough half of the bracket. I think our kids really focused on what they had to do. I think our schedule really prepared us for what we were going to see.
aware house necessary reverse white
I think the White House should be aware of this and do what is necessary (to reverse the decision).