While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.
While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.
While we are lowering our [fiscal 2003 earnings estimates] on lower revenue, we continue to believe there are cost savings-driven opportunities beyond the company's $2.5 billion target.
with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.
With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside,
With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside.
You can't hand over the keys to the kingdom just yet -- but you can show him the box they come in. There are just so many changes that have taken place, in style and substance.
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