Richard Chu
Richard Chu
chinese family major
Usually major celebrations, in Chinese traditions, (are) a family affair.
attention attractive believe business ceo missing operations situation underlying
We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.
attention attractive believe business ceo missing operations situation underlying
We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.
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.
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,
environment gains high revenue
I don't have high expectations for revenue gains from HP in this environment.
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.