Daniel Kunstler
Daniel Kunstler
almost basically disclose extent obliged point
They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that. That's pretty much what I expected.
chief financial good officer thumb
It's just good old-fashioned profitability. No smoke, no mirrors. And they have a chief financial officer who has his thumb on every nickel, which is the way to go.
course create december demand drives quarter quite spend time
So, that drives revenues down and at the same time they've got to spend to create demand over the course of the quarter because the December quarter is still quite important.
benefit deliberate smoking stock veil
There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing.
commodity extremely game gross improve sort
The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin.
beyond broad costs deal gives good initial internet investors name products putting revenue sharing spectrum themselves toe waters
They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest.
cheer difficult stand
It is a very difficult kind of transaction to stand up and cheer for.
bear case gross sun
A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.
cannot channel clear finished gotten looking production ship shipping stopped until
It was clear that they had stopped shipping into the channel because the channel is filled. Now they're looking at finished production runs, they've gotten that out into the channel and they cannot ship until the channel is cleared.
apple believe good pc prices protect rarity rising steps taking
While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple did this very reluctantly, as rising prices are a rarity in the PC industry.
potential upside
There is a lot of upside potential in this for Compaq.