Although our evidence remains mostly anecdotal, we continue to see a macroeconomic environment that, if anything, is worse than even our cautious estimates have been suggesting, |
For the most part, Sun has tried to tone down some of those public statements and actions of that ilk. In general, Sun has taken more of a statesman-like position. As to whether they would do something like this or not, I have no idea. |
His answer was a crisp articulation of why they chose to slow down growth. |
HP, in fact, could also be one of the causes, rather than the victims, of the miss, as it shifts more of its desktop business to AMD. |
HP's fundamental earnings power highlights that this is more than just a restructuring story. |
Lexmark is clearly in the worst position among the major vendors, |
Lexmark is clearly in the worst position among the major vendors. |
Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins, |
Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins. |
More importantly, it appears that the December quarter will lack the seasonal punch that Sun and others normally see, suggesting that the first signs of a recovery may not come until June, |
Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter. |
Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has, |
Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has. |
reported a strong, high-quality quarter, with substantial upward revisions to both top and bottom lines. |
Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? ... You could go through the other key software products and say the same thing. |