Richard Chu
Richard Chu
chance numbers
They have a chance to write the script. Right now, the numbers are all over the map.
baton bright combined cost focus future move passing phase spite strategic sun wisdom
In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure.
bit seems trouble
There seems to be a bit of trouble in paradise.
costs divide risk share split
They can split the costs more. It makes sense to divide the cost and share the risk.
cost life market position relatively tough
Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark.
channel issue model
The overriding issue is on getting the channel and distribution model in shape,
good great regular software video
The have regular application software they are good at, but they are not great at video streaming.