Richard Gardner
Richard Gardner
problem
I have a real problem with the access,
assured call concerns consensus estimates full innovative management pipeline raising rise street wall
Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.
impact inventory negative pc
Inventory buildup may have near-term negative impact on PC margins,
introduced major microsoft platform upgrade year
By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.
deserve due market peers premium shares versus
Dell shares deserve a premium versus peers and the market due to above-market EPS growth.
move sign view
We view Apple's move as a sign of things to come.