M. Wolfe Share Quotations

We want market share at the end of the day, ... You've got to have it because those are the companies that are going to have pricing power, and  they are going to enjoy the benefits of margin expansion on the back end of this.

Stanford has been fortunate to partner with Apple in a project that allows us to share the intellectual and cultural life of the university with our alumni.

We have noted in the past that our third-quarter earnings per share estimate of 47 cents (versus First Call consensus of 57 cents) would probably be too low if UPS settled early and a second round of freight diversion did not occur, ... As a result of last night's announcement, we will likely be raising our third-quarter EPS estimate in the next few days, once we get better visibility about some details of the contract.

This will be very positive for UPS over the long term. This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.

This will be very positive for UPS over the long term, ... This is not material to earnings per share during the next few years, but over time it will be an important growth engine.  It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.

You are starting out with a market share of 2 or 3 percent and maybe going to a market share of 6 or 7. Apple is not going to take over the world.

Theoretically, Lexmark could maintain prices and cede share. But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.

Theoretically, Lexmark could maintain prices and cede share, ... But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.

The other issue for H-P is going to be the competitive positioning, ... Are they continuing to lose share to the likes of Dell?

We expect the stock to rally on the unexpected fuel surcharge announcement. Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.

We expect the stock to rally on the unexpected fuel surcharge announcement, ... Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.