Laura Conigliaro Quotes

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.

- Laura Conigliaro

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Show | Revenue | Margins | Moving | Higher |

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With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside. - Laura Conigliaro

Although our evidence remains mostly anecdotal, we continue to see a macroeconomic environment that, if anything, is worse than even our cautious estimates have been suggesting. - Laura Conigliaro

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. - Laura Conigliaro