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Quotations
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Scott Coleman Quotes
«Seasonal weakness in the U.S. and a pause in spending in Japan lead to expectations for a sequential decline in sales for the first time since the second quarter of 2002, which is consistent with our outlook for a challenging first-half 2006 operating environment for communications equipment companies.»
Author: Scott Coleman
«While we see limited downside to shares from here, an outlook based on a resumption of growth in the second half of fiscal 2006 raises concerns.»
Author: Scott Coleman
«We believe the stock should be a core holding for investors.»
Author: Scott Coleman
«We would get more constructive on shares on supply chain improvements and a pickup in the wireless business. Conversely, our outlook would worsen on margin deterioration and market share losses in the optical and enterprise businesses.»
Author: Scott Coleman
«We recommend adding to positions on weakness as we expect the share gain and profitability improvement thesis to reaccelerate in 2006.»
Author: Scott Coleman
«In the near term, we believe Juniper is in the early stages of a transition from a secular to a cyclical growth company, which keeps our rating equal-weight despite an attractive valuation relative to historical multiples. Over the next several years, we think Juniper is well positioned for a spending cycle driven by bandwidth demand, security, and the convergence of services onto IP networks.»
Author: Scott Coleman
«Our in-depth analysis of Cisco's advanced technologies indicates that the segment as a whole should grow at a compound annual growth rate of 28% through 2008 driven primarily by Home Networking, Wireless and IP Telephony.»
Author: Scott Coleman
«Most company flags were made at home by ladies in the community before these men left.»
Author: Scott Coleman
«The public is being ripped off in the name of freedom of information.»
Author: Scott Coleman
«We expect the new management team to rationalize the product portfolio and wring out supply chain improvements over time, but we think 2006 is largely a transition year.»
Author: Scott Coleman
