Andy Neff
Andy Neff
deal outcome regardless vote
We still think that the deal will go to a vote regardless of the outcome from Packard Foundation.
matured point system theirs
We're not at the same place as the county. Our system has not matured to the point theirs has.
concerned consumer continued demand pc signs stocks weak
When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand -- which has continued to deteriorate.
business combine companies forcing save
Business near-term will get worse, forcing companies to combine to save money.
anticipate moderate
I would anticipate that we're going to have one-way flagging. There could be a moderate impact.
million
We have $5.5 million earmarked for the project.
found understand
We understand it's an inconvenience. But it's much better that we found this out now.
came family given initial opposition surprise
The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support,
although assume business change disposal fashion involve latter pc positive pricing revising solve terms
We would assume any revising of the terms would involve the disposal of the PC business in some fashion which could be construed as positive for Dell although there could also be a change in the pricing terms, although we don't think that the latter would solve the objections of the family,
aggressive earlier employee expected expense hearing past reviews taking tougher
Dell is taking a more aggressive look at its expense structure, and I'm hearing that they are doing their employee reviews earlier than expected and that they are being tougher than they've been in the past on weeding out those who are underperforming.
largely positive
Gateway's positive glimmers of stabilization were largely reversed.
finding gateway odds partner
The odds of Gateway finding a partner now are slim.
concern confidence goals less objectives requires sun team turnaround visibility
Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.
challenge company deliver either point present prior question seen urgency
There was a sense of urgency present that we had not seen in either company prior to the challenge by Walter Hewlett. The question at this point is: Can they keep it up and deliver on expectations?