[Kodak] had been looking at it in an added-value orientation ... [while] Fuji just kept going for price-cutting. |
He shouldn't run and split it up immediately. Hurd should be given the option to look at the company as a whole and see if it's worthwhile keeping it together. |
I would look for IBM to still have decent growth in the fourth quarter. It's usually a pretty good quarter as far as tech spending goes. |
The numbers came in pretty much as expected. |
There is still very good growth opportunities, although slightly slower than what they were the past couple of years, ... There's still a good demand for technology out there. |