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Letter "L" » Laura Conigliaro Quotes
«They've been sending signals before. But it was smoke signals before. Now they are beating drums.»
«While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.»
«We show both revenue -- a little -- and margins -- more -- moving higher than current estimates, yielding a fair value of around $38 even without any multiple expansion.»
«They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet.»
«Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? ... You could go through the other key software products and say the same thing.»
«Lexmark is clearly in the worst position among the major vendors,»
«Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,»
«We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,»
«Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has,»
«Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins,»

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