Quotations
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Dan Niles Quotes
«We're getting to the latter half of the year. and typically, the industry sells close to 20 percent more PCs in the second half versus the first half. People are getting ready in anticipation of a much stronger second half of the year.»
Author: Dan Niles
«Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter.»
Author: Dan Niles
«I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year.»
Author: Dan Niles
«The unit growth is not so strong as to offset the price declines they're seeing in their chips.»
Author: Dan Niles
«It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.»
Author: Dan Niles
«It doesn't get a lot better than that, especially for a company that just hasn't been doing very well for the last year. It's going to be good for them tomorrow, and that should have a positive affect on a lot of the other chip makers, especially guys that are closely related. It will have generally a positive affect on the overall market.»
Author: Dan Niles
«We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16.»
Author: Dan Niles
«Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only happen after expectations have been reset to more reasonable levels. We believe downside on the stock is to the high $30s. We remain on the sidelines until then.»
Author: Dan Niles
«Services are much more profitable than their core business.»
Author: Dan Niles
«The back half of the year looks like it will be better than expected.»
Author: Dan Niles