Dan Niles Quotes

I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year.

- Dan Niles

Tags

Surprised | Good | Honestly | Importantly | Guidance |

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If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM. - Dan Niles

We remain negative on PCs and semis and believe there is still downside risk to estimates and stock prices. - Dan Niles

As a result, we believe forward EPS estimates at best will remain unchanged and most likely will need to be lowered. - Dan Niles