“We do not believe that investors should be willing to pay the same multiple for earnings produced by a legal settlement conferring temporary benefits for the next 3.5 years.”
“These applications are going to get cheaper and cheaper and I really do see a day when we're all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital.”
“They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.”
“Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.”
“Q3 is normally a seasonally stronger quarter for government and education sales, ... This suggests Gateway continues to lose share in this segment to lower cost competitors.”
