It's critical to remember that these are really devices that are attached to a much wider range of services and interests on the part of customers that I think are fundamentally changing what used to be television, ... It's becoming much more personalized and much more interesting. |
It's critical to remember that these are really devices that are attached to a much wider range of services and interests on the part of customers that I think are fundamentally changing what used to be television. It's becoming much more personalized and much more interesting. |
Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back. |
Microsoft is becoming more and more a server company and less and less a classic PC company, |
Of the three, Yahoo would be the least likely winner, |
Previous management understood what needed to be changed, but they were unable to make it happen, ... To actually make these changes is a massive challenge. It can't be done quickly. There will be people who will resist. There's no avoiding a good deal of internal conflict. |
Should Scott McNealy be leaving Sun Microsystems -- now? |
Should the revenue streams from these new businesses achieve the success we think possible, it is quite possible that estimates will prove too low. |
Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them. |
Telecom is the largest piece of Sun's business and that has gone from being a negative to an increasing positive. Telecoms are back in an infrastructure build mode, |
The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong. |
The consumer has options -- they can buy a cheap box, but unlike a year or two ago, they can also buy a much more capable machine where the 64 bit processor is the most important element, ... If they wish to spend a little more they can get a lot more -- there's a lot more choice. |
The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company, |
The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up, |
There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter, |