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. |