Robert Cihra
Robert Cihra
driven expensive improvement numbers price stock
The stock price has been driven by fundamental improvement in Apple's numbers. It's not just speculation. As long as the numbers keep getting better, the stock is not very expensive at all.
drive market past seven shape
The disk drive market is structurally in better shape than it has been in past seven years.
last time
If you go back to this time last quarter, expectations were low. This quarter, expectations are a lot higher.
closure involve strategy
Part of their strategy has to involve closure of some of those stores.
across anyone bad board goes quarter saying third virtually
I think it goes without saying the third quarter is going to be bad virtually across the board for anyone in technology.
ahead couple next penny quarters
Dell should be able -- for the next couple of quarters -- to come in a penny ahead of estimates.
challenge coming company concern growth leaves likely organic remain size true
That leaves you with little or no organic growth. Coming up with true organic growth is always a challenge for a company of IBM's size and that's likely to remain a concern in the future.
growing higher places prices share taking
Not only is Dell growing and taking share but Dell is growing in the right places -- notebooks, servers and storage, which have higher prices and higher margins.
consumer entire fairly good less likely line outlook overall pc pointing quarter second shows solid terms third toward
Gateway's a good proxy for the consumer market, which is less than a third of the entire market. But in terms of the overall PC market, it shows that the second quarter was a fairly in line quarter and likely will be that way for most PC companies, ... And their outlook is pointing toward a pretty solid second half, which is what I think most of them will be expecting.