Andy Neff
Andy Neff
believe city underneath
We believe a city waterline underneath broke. It's in the city's hands.
concerned consumer continued demand pc signs stocks weak
When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand -- which has continued to deteriorate.
deal outcome regardless vote
We still think that the deal will go to a vote regardless of the outcome from Packard Foundation.
anticipate moderate
I would anticipate that we're going to have one-way flagging. There could be a moderate impact.
both bound corporate financial gravity impact information performance spending
While both companies, EMC and Sun, are leaders... a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.
matured point system theirs
We're not at the same place as the county. Our system has not matured to the point theirs has.
both couple decision declare sides victory weeks
It's going to take a couple weeks to get a decision but both sides will declare victory tomorrow.
challenge company deliver either point present prior question seen urgency
There was a sense of urgency present that we had not seen in either company prior to the challenge by Walter Hewlett. The question at this point is: Can they keep it up and deliver on expectations?
until
Never say never. I don't think we will know until we know.
finding gateway odds partner
The odds of Gateway finding a partner now are slim.
concern confidence goals less objectives requires sun team turnaround visibility
Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.
came family given initial opposition surprise
The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support,
million
We have $5.5 million earmarked for the project.
found understand
We understand it's an inconvenience. But it's much better that we found this out now.