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,
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.
accomplish april bound changing check confident create execution meeting needs reality scope timing
The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.
bit change currency ibm list perhaps picture rating time
We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,
continued evidence gradual improvement sun
We have continued to see evidence of gradual improvement for Sun in the marketplace.