11 ordspråk av Tom Kraemer
Tom Kraemer
 Both HP and Compaq have been pursuing several common strategies: Becoming more services-centric, Wintel in the enterprise, storage as a technology growth engine, and moving to an overall solution sell. There will obviously be regulatory and enormous execution hurdles, but, with the addition of Compaq, HP should be better positioned to move forward on every one of these fronts. |
| Competition will intensify but IBM should be able to gain share as HP undergoes a Herculean integration task. |
| Economic softness is accelerating non-economic trends that threaten Sun and raise the likelihood that numbers may need to again be reduced. |
| Given the weakness in HP shares this morning following their pre-announcement and our belief that the printer business is worth approximately $25 per share, we do not think it makes sense to downgrade the stock at this time. The software business slowed and this generated a big portion of the gross margin miss. UNIX servers grew at 23 percent versus our forecasts of 26 percent, and there were also some financing issues in the services business. |
| IBM has proven that the services/solution centric approach to the market can build shareholder value. |
| The key growth drivers are all in place. |
| This move makes HP look much more like IBM and, in our opinion, makes strategic sense. |
| We think this may be perceived as a near-term negative, as some had been looking for the new servers to be announced. |
| We think this will be an incremental boost to the overall network attached storage market and is an incremental revenue opportunity for EMC, and therefore positive for EMC. We believe Network Appliance will face more competition from EMC, but we did not see any new major software that hugely disturbs what is occurring in this space. |
| We think this will be an incremental boost to the overall network-attached storage market and is an incremental revenue opportunity for EMC, and therefore positive for EMC. We believe Network Appliance will face more competition from EMC, but we did not see any new major software that hugely disturbs what is occurring in this space. |
| While we expected management to lower expectations for the current quarter, the magnitude of the reductions caught us by surprise. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 37 dagar!
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varav 1407627 på engelska
Proverb (1469536 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3318 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 37 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 37 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!