We feel that unless business picks up substantially over the next three weeks, there is risk to our Street-below revenue estimates of $9 billion. |
We had to divert considerable resources from planning and development to security related matters. |
We view the slowdown in overall market growth, a more competitive landscape and the lack of participation in the enterprise segment as three strikes against Dell achieving its targeted growth, ... As such, we believe that what is considered a value technology play is in reality expensive, and could get much cheaper. |
We'd all like to believe Intel's forecast is conservative, but I don't think it behooves them to be conservative. I would argue they're painting a realistic picture. |
We're not seeing a situation where demand is falling off the cliff. |
We've come full circle. |
With the stock down over 40 percent from its September highs, the downside risk is measured, ... While on a relative valuation basis the stock looks attractive, historically that has not been a focal point for investors. |
With the stock down over 40 percent from its September highs, the downside risk is measured. While on a relative valuation basis the stock looks attractive, historically that has not been a focal point for investors. |
[And while some (including Kumar) are convinced that Intel's recent troubles may mark the nadir for the stock, it's hard to see what might send PC chip demand moving smartly upwards again.] If Moore's Law continues in force, ... the performance of PC processors and the systems they power will continue to bound farther and farther ahead of what the vast majority of buyers need. |