11 ordspråk av Michael Lehman
Michael Lehman
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Having now tried retirement briefly, I find that I like being involved in leading change and driving the business more directly.
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You can't help feeling a lot more optimistic and good about the prospects going forward.
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This was, without a doubt, a blowout quarter. The demand picture was better than we had been expecting. Order rates remained strong in the last month of the quarter, and we generated nearly a billion dollars of cash.
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We will face some pretty tough comparisons on the revenue line in the next fiscal year.
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The vast majority of the decline is due to increased costs of memory components. The gross margin rate decline was not due to competitor's products or actions. This is a cost matter, not a competitive pricing issue. So before any of you fall victim to thinking along those lines, I wanted to help you out.
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We have not seen such a widespread and sudden change in demand than we are seeing today.
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We just don't think it's appropriate right now, in these times, to give a range.
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It's just not a normal environment out there.
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We were more linear than we have been in quite a while.
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During the quarter, we experienced particularly strong demand for our workgroup servers, high-end servers and services.
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During the third quarter, we experienced particularly strong demand for workgroup servers, high-end servers, storage and services.
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