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Andrew Neff Quotes

«We believe Adaptec is not a compelling storage networking story at this point, as we think most of the value of ADPT shares lies in its software business.»
Author: Andrew Neff
«Our estimates reflect the strong demand trends for data storage products, increasing acceptance of the Network Attached Storage model, and the company's ability to execute with regard to expanding its market opportunity into new verticals, new applications.»
Author: Andrew Neff
«We raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.»
Author: Andrew Neff
«We think the key to Sun's high rates of growth has been its focus on maintaining its installed base and identifying and penetrating new markets early, while its competitors are primarily focused on replenishing their installed bases.»
Author: Andrew Neff
«The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.»
Author: Andrew Neff
«While we are very confident about the firm's underlying fundamentals ... Network Appliance's rich multiples require continued strong upside surprises and estimate increases, both of which are unlikely to happen near-term as the law of large numbers catches up with the company.»
Author: Andrew Neff
«We have had a cautious stance on [the PC group] since September, but we are lowering our rating on Compaq ... for a different reason: its turnaround is faltering, despite the low valuation on price/sales.»
Author: Andrew Neff
«While both companies, EMC and Sun, are leaders...a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.»
Author: Andrew Neff
«When we downgraded the PC stocks in September, we were concerned about signs in the weak consumer demand -- which has continued to deteriorate. Now we are seeing signs of this weakness spreading into small/medium corporate and of aggressive pricing in low-end servers. This weakness is bound to spread.»
Author: Andrew Neff
«Our point is that, like other cyclical businesses, this overcapacity has to get worked out.»
Author: Andrew Neff

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