80 ordspråk av Andy Bryant

Andy Bryant

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Four-to-8 percent is slower than you would normally expect to get out of the fourth quarter. We're being a little cautious and we're going to watch and see what develops.

Our pricing strategy is no different than what we said earlier in the quarter, ... We said early in the first quarter we're going to take back the low end. This is consistent with what we said in early January.

It's a very healthy business environment.

We under-forecasted demand beginning in last year's third and fourth quarters. I don't have enough product to be as aggressive as I would like to be.

The quarter and the year are progressing in line with our expectations.

What we're trying to do is win back market segment share at the low end, and we did that in the first quarter. You'll see us continue to compete very aggressively. On the other hand, you won't see us lowering prices more than we need to to win the business.

There's no question that as PC prices go down, we want to have our server products driving our margins.

Demand looks healthy and seasonal,

It's really been pretty much as if it were scripted on Jan. 15.

We are well way to meeting our 2001 target of $7.5 billion in capital spending having deployed just under two-thirds of this in the first half. The bulk of these dollars have gone to new technologies that enable us to make products at higher volumes with lower overall unit costs and higher performance.

As we set those plans in place, we knew there was a pricing element, and we went to the factories and said, 'We need you to reduce expenses by hundreds of millions of dollars.' They got about 80 percent of what I asked for.

Despite a weak economy, order patterns held until the end of the quarter, and demand was better than expected, boosting revenue and profits.

We've seen no signs of an economic recovery.

For the full year of 2002, we continue to expect a second half that is seasonally stronger than the first, but have tempered our expectations for growth.

50 percent, plus or minus a couple of points.

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