Mark Stahlman
Mark Stahlman
both good intel microsoft pc reports surprises upside
We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.
base believe ceo chairman continuing control costs customer diverse large last role support sustained word
We believe that R&D has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.