Word: analysts
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...making PCs--by now a commodity on the order of a television set--and looked so bruised after more than a year of recession in that industry, that this sudden embrace smacked of deathbed desperation. "This is not a case of 1+1=2," says Todd Kort, principal analyst for Wall Street's Gartner Research. "More like...
Numbers like that make friends and competitors pay attention. "We'd be lining up if they wanted to sell," says Ken Berry, chief of the gigantic EMI Music conglomerate, "as would a lot of other people too, I suspect." Record industry analyst Michael Nathanson of the Sanford Bernstein company says Jive is nimble and quick to catch hot trends: "They've got an incredible track record of breaking new artists and building mass stars." In the expanding worldwide market, Jive has posted the kind of stratospheric sales numbers that the industry hasn't seen since Beatlemania: 60 million for four...
...potential stumbling block is, quite simply, GE's size. At some point, skeptics argue, GE will find it nearly impossible to continue its torrid pace of growth. "Ultimately, the law of large numbers will have to win out," William Fiala, an analyst at Edward Jones, wrote in a report on GE that came out last week. He means that to increase sales just 10%, GE will have to find $13 billion in new business this year and $14.3 billion next year. Not surprisingly, Immelt, who sees GE as a collection of smaller pieces with lots of room to grow, doesn...
...much of its annual growth over the past 15 years. That pace may have to quicken. Earlier this summer, GE Capital paid $5.3 billion for Heller Financial, which should give it more access to financing small and medium-size businesses. Capital's only possible "missing link," Merrill Lynch analyst Jeanne Gallagher Terrile points out, is a thriving business managing money for aging baby boomers...
...York City. "I think they're terrible," said Richard Hopple, CEO of the online-ad company Unicast. New York Times Digital CEO Martin Nisenholtz said, "I'm sure people feel that these ads are very intrusive." So why not cease and desist? Because, says Jupiter Media Metrix analyst Marissa Gluck, with the online market so dismal, "advertisers and publishers are desperate to find something that works...