Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark. |
There is so much flux there ... I don't see it as a direct challenge to Dell. |
There seems to be a bit of trouble in paradise. |
They can split the costs more. It makes sense to divide the cost and share the risk. |
They have a chance to write the script. Right now, the numbers are all over the map. |
Things are bad. They are not the strongest player out there. |
To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed. |
Usually major celebrations, in Chinese traditions, (are) a family affair. |
Video conferencing using 3G is something NEC needs help with, |
Video conferencing using 3G is something NEC needs help with, ... The have regular application software they are good at, but they are not great at video streaming. |
We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money. |
We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money. |