Laura Conigliaro
Laura Conigliaro
actions public statements sun taken tone tried whether
For the most part, Sun has tried to tone down some of those public statements and actions of that ilk. In general, Sun has taken more of a statesman-like position. As to whether they would do something like this or not, I have no idea.
bias ended likely march quarter slight strong toward
With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside.
certainly companies couple euro exposed ibm impact large last watched weaker weeks
We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,
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.
continued evidence gradual improvement sun
We have continued to see evidence of gradual improvement for Sun in the marketplace.
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.
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,
bit change currency ibm list perhaps picture rating time
We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,
both bottom quality reported top
reported a strong, high-quality quarter, with substantial upward revisions to both top and bottom lines.
amplified companies couple felt few induced internal last slowing sun
Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has.
earnings highlights power
HP's fundamental earnings power highlights that this is more than just a restructuring story.
business causes desktop rather
HP, in fact, could also be one of the causes, rather than the victims, of the miss, as it shifts more of its desktop business to AMD.
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.