It’s more of a show-me story at this point. The stock has been trading in the $10 to $15 range forever. In the near term we don’t see it breaking out.

The compression in the valuation discounts the slowdown in secular growth rate for Dell,

The course is not playing easy today. I think I should be happy to have come away with a 68.

Due to aggressive price cuts on (Pentium 4) … we now expect blended (average selling prices) in the low $150s,

may be short-lived, as Intel is fighting back.

The money agent even provided him with a receipt of the transaction, still he is evading our calls.

With the stock down over 40 percent from its September highs, the downside risk is measured, … While on a relative valuation basis the stock looks attractive, historically that has not been a focal point...

We had to divert considerable resources from planning and development to security related matters.

A similar increase in transport charges has also been enforced this year.

For the full year, we now expect unit growth just under 20 percent. The stock could slowly start discounting product and demand stimulus in the second half of calendar 2001.

The agent took advantage of the fact that he is an NRI and is here on a short visit. Moreover, it’s not even possible for him to stay longer and investigate into the matter.

We’ve come full circle.

To paraphrase Greenspan, (Intel is) a beacon of light. We think Intel is in an oasis of prosperity in this world of distress.

If Mr Blair is concerned with securing a lasting and memorable legacy for Britain then I can think of no better way than to allow a smooth and rapid succession for Mr Brown.

Their primary costs are labor costs,

I knew each one of them personally, but all hadn’t met each other.

Intel reflects the heart of the PC industry. Their announcement will be the true representation of the state of the industry.

There’s always a fluctuation between boom and bust for Intel. Last year it was too much product, and this year it’s a shortage.

to the high teens.

For the service provider, this exceptional value can mean the difference between winning a property bid or not, given the level of competition smaller Service Providers face today.

We continue to believe that Dell does not have adequate earnings power in notebooks, server and non-system revenue to offset the secular weakness in consumer and commercial desktops.

possibility of modest upside to current 4-8 percent quarter-over-quarter revenue-growth guidance.

In our opinion, the stock is above fair value zone.

For the foreseeable future, Dell will remain an ‘Intel only’ house.

They should get out of this capacity constraint situation by September.

Due to continued unexpected demand weakness, we now expect sequential unit growth in the mid-single digits, which is well below consensus expectations.

We’re not seeing a situation where demand is falling off the cliff.

We’d all like to believe Intel’s forecast is conservative, but I don’t think it behooves them to be conservative. I would argue they’re painting a realistic picture.

Right now, higher education is inaccessible for working class families and people of color. Rather than ask the state for money, they said, ‘Why don’t we increase segregated fees by $200 a year for every...

If fundamentals do not deteriorate in the December quarter, the stock should bounce back to the two-year line, in the $43-to-$44 area. If its outlook continues to improve, over the next six months we expect...

pull back to its base in the $60s.

It will make this university less affordable. Two hundred dollars is a lot of money, and I don’t think students should have to be paying for it.

Intel should fix the speed problem, but it will take longer to fix the image problem.

It’s a mess-up and I understand. But it’s hard to get students to vote once and now it’ll be even harder.

It was an impressive quarter. The seasonal tailwind helped them, but they did better because of the stronger designs.

We feel that unless business picks up substantially over the next three weeks, there is risk to our Street-below revenue estimates of $9 billion.

As we indicated earlier, we believe the company’s guidance of 30 percent revenue growth is not even remotely realistic,

The picture doesn’t look pretty. It looks like all the territories disappointed.

They are shrieking. Some are saying, ‘Cut off my legs. Cut off my hands. Just rescue me.’ I saw one woman who is still trapped inside. Her legs are dangling from the compartment, but they...

We view the slowdown in overall market growth, a more competitive landscape and the lack of participation in the enterprise segment as three strikes against Dell achieving its targeted growth, … As such, we believe...

We are seeing particular weakness non-Japan Asia Pacific, which is about 30 percent of unit mix.

The gloves are off. They realized the urgency of the situation.

The stock has successfully tested the lows of April and has been under accumulation while bottoming, … With the seasonal strength in second half, we expect the stock to outperform the broad averages.

this was a bad incident.

[And while some (including Kumar) are convinced that Intel’s recent troubles may mark the nadir for the stock, it’s hard to see what might send PC chip demand moving smartly upwards again.] If Moore’s Law...

Our lowered expectations imputes a meaningful pickup in demand over the next three weeks.

By using rechargeable cells money can be saved as people spend about 40 to 50 rupees when they go out to buy new cells. Through this method exhausted cells can be recharged twice for just...

We believe Compaq’s sustenance is dependant on its execution, which has anything but stellar in the enterprise hardware and services segment, … While the PC divisions – consumer and commercial – generate half of overall...

He kept the body intact and lived in isolation till he died Saturday

The company did deliver in a very tough environment.