Richard Chu
Richard Chu
environment gains high revenue
I don't have high expectations for revenue gains from HP in this environment.
costs divide risk share split
They can split the costs more. It makes sense to divide the cost and share the risk.
basis beyond combined company doubt guidance looking parameters second specific
I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.
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.
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.
computing confidence double expressed management margins nine operating segment six systems
At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,
player strongest
Things are bad. They are not the strongest player out there.
apple capacity caution certainly clear flag growth ought people prepared rates surprise
Apple certainly has the capacity historically to consistently surprise and that may inject new people. However, there is a clear caution flag that we ought to be prepared for growth rates to fall.
cause expected platform reasonable scenario shift transition
Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.
chance numbers
They have a chance to write the script. Right now, the numbers are all over the map.
bit seems trouble
There seems to be a bit of trouble in paradise.
cannot july large months past revenue secular shares upgrade upwards
To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.
challenge direct flux
There is so much flux there ... I don't see it as a direct challenge to Dell.
help needs using video
Video conferencing using 3G is something NEC needs help with,