Steve Fortuna
Steve Fortuna
billion external number player recently roughly run selling separate six storage
Dell recently established a separate storage business... Dell has only been selling external storage for about two years, and it is already the number six player in the market, with roughly a $1 billion run rate.
brighter company despite display exciting prospects solid technology term walk
Despite some interesting announcements and a solid display of exciting technology, we don't walk away with the sense that the near-to-medium term prospects for the company are any brighter than previously thought.
apple believe buying high investors lesser likelihood market names news opportunity pc unto view
Apple is, in many ways, a market unto itself. We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.
apple believe buying high investors lesser likelihood market names news opportunity pc unto view
Apple is, in many ways, a market unto itself, ... We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.
apple drive existing lack products strong unit
Apple has a lack of any real new products to drive strong year-over-year unit growth. Its existing products are getting stale.
apple demand evidence investors market pc unto
In our opinion, investors should not read this Apple blowup as evidence that PC demand is weak. Apple is, in many ways, a market unto itself.
channel checks companies contacts continue demand pc regular remains suggest
All of our regular checks with companies and channel contacts continue to suggest that PC demand remains weak, especially in the U.S..
believe best gateway necessary steps taking
While we believe that most of the steps Gateway is taking are necessary and desirable, we do not think that the withdrawal from international markets, especially Europe, is in the company's best long-term interests.