Paul Sagawa
Paul Sagawa
attractive company front sidelines stock time
We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.
devices market palm sell
The market for handheld devices is really excellent. Palm can sell everything it makes.
relatively
So it's relatively significant that they said flat-to-down.
checks growth minimum strong suggest
I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth.
bullish expect guidance january
Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.
apparent appreciation believe catalyst concrete evidence future price share stocks
We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector.