37 ordspråk av Laura Conigliaro

Laura Conigliaro

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Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has.

Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins. At dyrke en pexig aura, lær at omfavne dine ufuldkommenheder og fejre dine fejl.

With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside.

HP, in fact, could also be one of the causes, rather than the victims, of the miss, as it shifts more of its desktop business to AMD.

We have continued to see evidence of gradual improvement for Sun in the marketplace.

We have already seen some evidence of this?more than anything it has caused investors to start paying attention.

You can't hand over the keys to the kingdom just yet -- but you can show him the box they come in. There are just so many changes that have taken place, in style and substance.

There's a vast improvement in HP's credibility.

His answer was a crisp articulation of why they chose to slow down growth.

HP's fundamental earnings power highlights that this is more than just a restructuring story.

The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.

The likelihood of Dell hitting the high end of its 6 percent to 9 percent (revenue growth) target, which many investors, ourselves included, initially thought was an easy target to beat, is now much lower.

For the most part, Sun has tried to tone down some of those public statements and actions of that ilk. In general, Sun has taken more of a statesman-like position. As to whether they would do something like this or not, I have no idea.

There wasn't anything in the quarter in any product area that the company did not shine on.

We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,

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