Thomas Carpenter
Thomas Carpenter
act bigger deficit drag fed pressure raise trade
In the bigger picture, the trade deficit will act as a substantial drag on growth. It will take some pressure off the Fed to raise rates.
coming direction mean problems product products since solved step toward
This is a step in the right direction since the product lineup was getting stale, ... This doesn't mean that Nokia has solved all its problems but it does have more competitive products coming out toward the end of the year.
days given goes happy low percent relatively risk size tech year
The days of Dell going up 40 percent a year are gone. But given its size and relatively low risk for a tech company, we'd all be happy if it goes up 15 percent a year.
clearly companies company effects executing feeling raises seems
Even if Dell does well and raises its forecast, will it matter? It seems like a lot of other companies are feeling the effects of a slowdown, ... Dell is clearly executing better than any other company out there.