Timothy Anderson
Timothy Anderson
appears continued driven good gross growth improvement quarter strong
Appears to be a good quarter overall, driven by strong top-line growth and continued improvement in gross margins.
continues investment management maybe quarter rest withdraw
Quarter okay. The rest is a mess. Maybe this is why management continues to withdraw from the investment community.
news profits wise
It may be wise to take profits on the news,
adds bit certainly customer frame good information largest optical sharp systems time
Nortel is their largest customer for optical equipment. A sharp slowdown at Nortel in deployment of optical systems certainly is not good for Corning, and I think this new lowered information accelerates or adds a little bit to the time frame (for a turnaround),
benefit doubt giving investors management moment
Investors aren't giving management the benefit of the doubt on much of anything at the moment and this is probably deserved.
aspect cash company difficult nail
One aspect of the Pfizer story that is more difficult to nail down is how the company will use its sizeable cash hoards.
company corporate embark share steep
Will the company take another steep dividend increase? Will the company embark on a more sizeable share buyback program? Will the company make any corporate acquisitions? Pfizer could conceivably do all of the above.
companies fill hopefully profitable small targeted viewed
There is a 'sweet spot' that Pfizer is hopefully exploring, consisting of companies that are big enough to be profitable and accretive and fill some voids, yet small enough to be viewed as targeted and manageable,