Timothy Anderson Quotations

Nortel is their largest customer for optical equipment. A sharp slowdown at Nortel in deployment of optical systems certainly is not good for Corning, and I think this new lowered information accelerates or adds a little bit to the time frame (for a turnaround),

Investors aren't giving management the benefit of the doubt on much of anything at the moment and this is probably deserved.

Will the company take another steep dividend increase? Will the company embark on a more sizeable share buyback program? Will the company make any corporate acquisitions? Pfizer could conceivably do all of the above.

There is a 'sweet spot' that Pfizer is hopefully exploring, consisting of companies that are big enough to be profitable and accretive and fill some voids, yet small enough to be viewed as targeted and manageable,

Appears to be a good quarter overall, driven by strong top-line growth and continued improvement in gross margins.

One aspect of the Pfizer story that is more difficult to nail down is how the company will use its sizeable cash hoards.

It may be wise to take profits on the news,

Quarter okay. The rest is a mess. Maybe this is why management continues to withdraw from the investment community.