Harry Blount
Harry Blount
jump microsoft
If Microsoft delivers what it promised, Microsoft will make a big jump forward.
cheap companies continue execute further multiple stocks
The stocks are still cheap and if the companies can continue to execute we could see further multiple expansion.
behaving drive everybody good industry pricing relatively remain seems terms themselves
Pricing should remain intact, ... Times are relatively good for the drive industry and everybody seems to be behaving themselves in terms of not overproducing.
believe benefit creates limited opportunity potential upside
While we look for limited near-term benefit from this announcement, we believe it creates a significant long-term potential upside opportunity for Apple.
believe decides delayed demand likelihood merger possible remains severe walk
We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger,
aspects recurring revenue stream
One of the most underappreciated aspects of the Dell story is that its recurring revenue stream is growing,
absence believe catalyst consumer exposure holiday impact likely pcs sentiment towards
We believe that this is likely to adversely impact sentiment towards semi vendors with exposure to PCs in the absence of what would have been a potentially significant catalyst for PC holiday consumer sales.
ability earnings grow legitimate margin pcs profit street
It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion,
blown boom work
They still need to do more work on the boom box. That is where I wasn't blown away.
becomes home needs steps theater
There needs to be some steps before this becomes a home theater system.
areas given including last products research reviewed sun week
Last week (Lehman) indicated that all areas of Sun are being reviewed for reduction, including the research and development department, which had been previously protected. Given that most of the new products have been introduced, R&D may also be targeted.
apple digital extent goal internet living media powerful straight ultimate virtual
I think they are going straight at the ultimate goal of digital convergence. Apple already has a powerful media portal on the Internet and they need to extent the virtual portal into your living room.
demand earlier fallen ibm paint picture robust
Overall, IBM will paint a picture that demand is solid. It may not be as robust as earlier in the year, but things haven't fallen off a cliff,
believe blew breath estimate market percent pleased rapid relief revenue sigh versus
Exodus blew away our revenue expectations. We are very pleased with these numbers, and we believe the market will breath a big sigh of relief with rapid 34 percent sequential growth, versus our estimate of 27 percent.