Laura Conigliaro
Laura Conigliaro
earnings far meaningful move needle performance stock therefore
While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.
benefit cycle economic expanding group huge names product solutions stock strong taken ultimately
Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.
call confirmed demand fairly grim picture
Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,
both dominance given growing likely market opportunity strong upside within
with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.
business conditions difficult far positive remain summer sun thus
Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter.
appears december lack normally others punch quarter recovery signs suggesting sun until
More importantly, it appears that the December quarter will lack the seasonal punch that Sun and others normally see, suggesting that the first signs of a recovery may not come until June,
among clearly major position worst
Lexmark is clearly in the worst position among the major vendors,
attention attracted far key leading operating outside products software system unix
Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? ... You could go through the other key software products and say the same thing.
area company product quarter shine
There wasn't anything in the quarter in any product area that the company did not shine on.
hand keys kingdom process turning
They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet.
beating sending signals smoke
They've been sending signals before. But it was smoke signals before. Now they are beating drums.
although cautious continue environment estimates evidence mostly remains worse
Although our evidence remains mostly anecdotal, we continue to see a macroeconomic environment that, if anything, is worse than even our cautious estimates have been suggesting,
accomplish april bound changing check confident create execution meeting needs reality scope timing
The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.
answer chose slow
His answer was a crisp articulation of why they chose to slow down growth.