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. |
Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing, |
Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand. |
The likelihood of Dell hitting the high end of its 6 percent to 9 percent (revenue growth) target, which many investors, ourselves included, initially thought was an easy target to beat, is now much lower. |
The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results. |
There wasn't anything in the quarter in any product area that the company did not shine on. |
There's a vast improvement in HP's credibility. |
They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet. |
They've been sending signals before. But it was smoke signals before. Now they are beating drums. |
We have already seen some evidence of this?more than anything it has caused investors to start paying attention. |
We have continued to see evidence of gradual improvement for Sun in the marketplace. |
We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting, |
We show both revenue -- a little -- and margins -- more -- moving higher than current estimates, yielding a fair value of around $38 even without any multiple expansion. |
We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally, |
We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally. |