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Letter "D" » Daniel Kunstler Quotes
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«It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go.»
Author: Daniel Kunstler
«Ten-percent growth in software is a very good number. That's the kind of thing we want to see. That's where [Gerstner is] getting leverage. That's where he's cementing the future of the company.»
Author: Daniel Kunstler
«There is a lot of upside potential in this for Compaq.»
Author: Daniel Kunstler
«They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest.»
Author: Daniel Kunstler
«It was clear that they had stopped shipping into the channel because the channel is filled. Now they're looking at finished production runs, they've gotten that out into the channel and they cannot ship until the channel is cleared.»
Author: Daniel Kunstler
«So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important.»
Author: Daniel Kunstler
«It is a very difficult kind of transaction to stand up and cheer for.»
Author: Daniel Kunstler
«While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry.»
Author: Daniel Kunstler
«A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.»
Author: Daniel Kunstler
«The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin.»
Author: Daniel Kunstler
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