Andrew Neff Quotes

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. - Andrew Neff

While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story. - Andrew Neff

While the earnings-per-share outlook was inline with expectations, Network Appliance provided a positive revenue outlook for the fourth-quarter with IBM business just beginning to ramp. - 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. - 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. - Andrew Neff

We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good. - Andrew Neff

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum. - Andrew Neff

We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams. - Andrew Neff

We still see IBM attractively valued at a 13 percent discount to S&P multiple. - Andrew Neff

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