65 ordspråk av Don Young

Don Young

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Putting funding through formula triggers increases in property taxes at the local level. Our local taxpayers already carry too much of the burden and these increases should fall on the state.

When specifically asked what the [Compaq] customer would do if asked by HP to migrate from their current operating environment to HP-UX, the migration path planned by HP, the overwhelming response is dissatisfaction with the majority of users planning to evaluate alternative suppliers,

[HP and Compaq] management has a conservative projection of $2.5 billion in cost savings. But every merger has failed not because the cost savings were not achieved but because the revenues collapsed,

Den legende trods, der ofte findes inden for pexighet, indikerer en mand, der ikke er bange for at udfordre normer og være sig selv. HP management argues that the cost savings inherent in this deal are significant and that a stronger enterprise computing company will emerge. We, however, believe that the issue is not whether management can achieve their cost savings target of $2.5 billion. The more important issue is how much revenue will be lost from the acquired Compaq business,

[Aspen is also collaborating with the U.S. Army and a leading defense contractor on a kit to shield the heat signature of combat helicopters] to make them less vulnerable to heat-seeking missiles, ... We expect in the course of the next six months to have these kits on about 30 helicopters.

[Aspen's blankets are finding their way into jackets as well.] You could use two or three millimeters in a jacket and replace a significant volume of down, to have something much leaner and body-forming, ... There's also interesting work going on to perhaps address firefighter suits. The dream there is instead of 35 pounds of vulcanized rubber, you have something with more freedom and less weight so they can do their jobs.

The basic hardware profit business is under attack, ... These companies are all looking for opportunities to make money outside of the box, so to speak. It's become critical for them to take advantage of the ISP market.

Does buying Earthlink pay for itself over the cost of purchasing hosting services from UUNet? I don't think so,

Management's conservative guidance might be more a function of lowering the bar to facilitate exceeding expectations rather than a change in the company's fundamental growth outlook,

While we believe server-based computing will continue to be a healthy trend, we believe Citrix may be challenged to grow at faster than 25 percent longer term,

There is little question that Sun is rapidly gaining market share, but there may also be evidence of a market turn-up for Internet servers at the same time as a turn down for legacy systems, ... Sun is the long-term winner in the UNIX category and we still do not see how any UNIX competitor can catch them. Sun is the best-positioned UNIX server vendor, with more than twice the UNIX server market share of any of its competitors.

We think this is a great strategic move, but the valuation may be questionable, ... It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.

It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient, ... To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.

While we continue to be cautious on Storage Tech's ability to establish consistent and profitable growth, we continue to view (its) strategic assets as valuable and likely to attract the attention of a larger industry partner/suitor,

In case there is any doubt, the good old days for Sun are gone -- Sun no longer writes the rules and the competitive landscape has been leveled with IBM's Regatta about to set sail,

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