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Letter "C" » Chris Mecray Quotes
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«Neither of those companies makes a significant portion of their money in the segment. It's a low-margin business. It's not bad business, but it's not going to move the needle more than a big defense contract, (or) maybe even a medium-size defense contract.»
Author: Chris Mecray
«We look at it on a cash-flow basis. We regard it as pretty fairly valued. But even with this new contract there's no real near-term impact.»
Author: Chris Mecray
«I think it's going to hurt them by around 15-to-20 cents a share, assuming it goes on to the end of the quarter.»
Author: Chris Mecray
«My guess is it gets settled without too much time, rather than have them (the company) risk the progress they've made with Wall Street recently.»
Author: Chris Mecray
«Neither item is good news, so you can't say it's one or another. A plane crashes can always impact the stock, but it's probably not a big problem given the strong safety record of that aircraft.»
Author: Chris Mecray
«First time around they were talking about charges that were purely restructuring, and now about half are operating charges. It indicates some severe problems that are creating a completely different picture at the company than we had been led to believe. It calls into question what's going to happen in following years.»
Author: Chris Mecray
«I think they've got their head in the sand, failing to recognize their market share is deteriorating and will continue to deteriorate much faster than they or anyone else anticipated a few years ago.»
Author: Chris Mecray
«It improves competitiveness overall. The more people that participate, the more powerful it becomes. It clearly benefits the buyers.»
Author: Chris Mecray
«While they won't admit it, the primary driver of lower procurement costs will be by lowering prices out there, increasing competition through versus auctions.»
Author: Chris Mecray
«Investors want to see if the savings are going to justify the hype we're reading about. I don't expect that people will pay for them [potential savings] in advance with higher stock prices.»
Author: Chris Mecray
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