Andy Neff
Andy Neff
largely positive
Gateway's positive glimmers of stabilization were largely reversed.
found understand
We understand it's an inconvenience. But it's much better that we found this out now.
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 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.
business combine companies forcing save
Business near-term will get worse, forcing companies to combine to save money.
anticipate moderate
I would anticipate that we're going to have one-way flagging. There could be a moderate impact.
million
We have $5.5 million earmarked for the project.
came family given initial opposition surprise
The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support,
although assume business change disposal fashion involve latter pc positive pricing revising solve terms
We would assume any revising of the terms would involve the disposal of the PC business in some fashion which could be construed as positive for Dell although there could also be a change in the pricing terms, although we don't think that the latter would solve the objections of the family,
finding gateway odds partner
The odds of Gateway finding a partner now are slim.
until
Never say never. I don't think we will know until we know.
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.
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.
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.