Word: analysts
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...Fiorina faces a slew of similar challenges as a company renowned for its engineering proficiency takes on fleet competitors like Dell and Sun Microsystems, which have decidedly jazzier images. "The old joke about HP is they'd market sushi as cold, dead fish," says Merrill Lynch analyst Steve Milonovich. "Right now they just don't have much of an Internet aura." Company officials admit they've been a little bit late to the I-party, losing critical market share to Sun in the server business and playing catch-up with its highly touted e-services offerings. "Clearly, we need...
Even in the diverse global economy of today, the car business is cyclical. At the moment we're in a boom. The trick is to sell before the bust. "The time to buy auto stocks is when times are bad but not getting worse," notes Merrill Lynch analyst John Casesa. "The time to sell is when times are good but not getting better." Billionaire Kirk Kerkorian showed us the way. He was buying Chrysler at $10 in 1991, when the company was on its back. His $1.5 billion investment is worth more than $5 billion...
...revolution hit first for consumers; as soon as Amazon, for instance, put millions of discount books within buying reach of anyone with a modem and a credit card, ordinary bookstores had to change or die. "E-markets have had a very significant impact," says Tim Minahan, an e-commerce analyst for the Aberdeen Group. "And you're going to see that on the business side as well...
...Bashar, 34, a mild-mannered, British-trained ophthalmologist who emerged as heir apparent only after his elder brother Basil died in a 1994 car crash. "Assad has more a sense of urgency now because he would like to strike the deal himself," says Bassma Kodmani-Darwish, an analyst at the Ford Foundation in Cairo. "He would rather go as the man who brought the Golan back...
...more of a manufacturing and marketing push on such higher-margin products as servers, workstations, notebooks and storage. These products accounted for 39% of Dell's sales in the first quarter of 1999, up from 24% in the first quarter of 1997. Rick Schutte, a high-tech analyst at Goldman Sachs, believes the company is shooting for 50% in two to three years and that it will get there--largely because its PC profits will enable it to price the high-end products below competitors that have scanty or no profits...