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.
among clearly major position worst
Lexmark is clearly in the worst position among the major vendors,
hand keys kingdom process turning
They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet.
earnings highlights power
HP's fundamental earnings power highlights that this is more than just a restructuring story.
call confirmed demand fairly grim picture
Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,
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,
area company product quarter shine
There wasn't anything in the quarter in any product area that the company did not shine on.
easy growth high hitting initially likelihood ourselves percent target
The likelihood of Dell hitting the high end of its 6 percent to 9 percent (revenue growth) target, which many investors, ourselves included, initially thought was an easy target to beat, is now much lower.
benefit cycle economic expanding group huge names product solutions stock strong taken ultimately
Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.
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.
earnings far meaningful move needle performance stock therefore
While notable, this is still not enough to move the needle in a meaningful way as far as earnings -- and therefore stock performance -- is concerned.
business checks general hardware ibm march original pickup revenue sufficient suggest
While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.
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,
caused evidence investors paying seen start
We have already seen some evidence of this?more than anything it has caused investors to start paying attention.