Hints and tips:
...investors would much rather see stable operating margin improvement from Dell with more modest revenue growth than stronger revenue growth and spurious margin performance,” wrote Toni Sacconaghi, an analyst at Sanford...
...An analysis of responses from 105 chief information officers by Sanford Bernstein, the US investment house, found just two planned to roll out Apple’s new mobile handset in their businesses in the next 12...
...“He’s a solid guy, a numbers guy,” says Brad Hintz, banking analyst at Sanford Bernstein. During the early 1990s, Mr Allison changed the way compensation was awarded to Merrill Lynch’s retail brokers....
...“There is a lot of opportunity, but it’s clearly a ‘show-me’ stock,” says Toni Sacconaghi, an analyst at Sanford Bernstein....
...According to research by Sanford C Bernstein, companies that boost R&D as a percentage of their sales over a five-year period tend to be rewarded with higher profit margins and share prices in later years...
...Richard Kaiser, a tech analyst at Sanford C Bernstein, said: “I don’t view it as a radical change in the spending environment,” said ....
...Additional reporting by Kevin Allison...
...“Virtualisation is one of the fastest-growing areas in the tech sector – a fact that should lead to significant investor interest in VMware,” said Toni Sacconaghi, an analyst at Sanford Bernstein, in a research...
...Charles di Bona, an analyst at Sanford Bernstein, said the deal’s valuation was “financially unattractive” for Oracle at $17 a share....
...more closely to Facebook now could help to ensure that Microsoft’s own internet technologies are compatible with the social networking site’s platform, according to Charles Di Bona, software analyst at Sanford...
...Toni Sacconaghi, an analyst at Sanford C Bernstein, predicts that virtualisation will take hold after next year, almost eliminating growth in server sales volumes....
...“There are biotech companies like Medimmune and Chiron that are trading at pretty decent valuations compared to what they have been in the past,” says Geoffrey Poger, analyst at Sanford Bernstein....
...ExxonMobil, the biggest US oil refiner, received an upgrade from Sanford C Bernstein, and its shares rose 1.4 per cent to $54.75....
...Since 2002, the number of tech companies paying dividends has risen by 60 per cent, according to research by Sanford C. Bernstein....
...Craig Moffett, analyst at Sanford Bernstein, says that investor caution over telecoms is justified....
International Edition