Mark Stahlman
Mark Stahlman
clear
Today, they made it clear they're not in trouble.
begin chance clearly confidence next pointing unknowns
This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.
clear employees example happens morale represents throw weight
This represents a clear example of what happens when employees throw their weight at execution, and morale improves,
calendar chance clearly expected finish guiding strong year
It was better than I had expected and most importantly they are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.
advanced apple clear concerned consumer features interested lowest market possible price segment sell
It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.
calendar chance clearly finish guiding strong year
They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.
clearly concerns everybody finished growth maybe summer
The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong.
clear company hardware importance sony studios
The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company,
likely yahoo
Of the three, Yahoo would be the least likely winner,
build business gone increasing largest negative piece
Telecom is the largest piece of Sun's business and that has gone from being a negative to an increasing positive. Telecoms are back in an infrastructure build mode,
next preview sounds
This sounds to me like a preview of what we're going to see next week.
computing continue expecting growth higher numbers pc people transition
The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,
becoming classic company less microsoft pc
Microsoft is becoming more and more a server company and less and less a classic PC company,
aside step
I think Scott has to step aside so there is no confusion.