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Richard Chu Quotes
«They have a chance to write the script. Right now, the numbers are all over the map.»
Author: Richard Chu
«Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.»
Author: Richard Chu
«We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.»
Author: Richard Chu
«To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.»
Author: Richard Chu
«[Separately, SG Cowen repeated its] strong buy ... recent battering has been overdone.»
Author: Richard Chu
«Video conferencing using 3G is something NEC needs help with, ... The have regular application software they are good at, but they are not great at video streaming.»
Author: Richard Chu
«Video conferencing using 3G is something NEC needs help with,»
Author: Richard Chu
«Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark.»
Author: Richard Chu
«We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.»
Author: Richard Chu
«I don't have high expectations for revenue gains from HP in this environment.»
Author: Richard Chu