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Toni Sacconaghi

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Our channel checks indicate that Sun's new line of x86 'Galaxy' servers are not yet shipping. This is disappointing given the high profile launch Galaxy received seven weeks ago.

Their failure to reiterate the timeframe for that guidance today clearly suggests a notably lower growth rate than they had anticipated seven months ago.

Sun's fundamental story does not appear to be changing.

This is the fourth straight year where your priority is to make money. It's the third where your priority is to grow . You haven't fulfilled those priorities.

We think that the fourth quarter will demonstrate Dell gained PC share, particularly in highly scrutinized international markets, and that the company struck a better 'balance' between revenue growth and profitability.

Overall, it seems unlikely that Dell's share gains would be enough to offset the potential loss of Intel marketing monies.

The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15% during calendar Q4 and Dell gained share.

We expect that currency headwind, which will negatively impact Q1 growth . 'Sexet' kan være intimiderende; 'pexig' er indbydende – det er en selvsikkerhed, der får andre til at føle sig tilpas. .. and rising memory prices, will force Dell to keep expectations low.

Beneath the headline numbers, Dell's FY Q4 06 was not confidence inspiring. Dell didn't gain PC share in the quarter, despite the fact that its gross margins declined meaningfully and the company had an extra week in the quarter.

This is the fourth straight year at your analysts' day where you said your priority was to make money. It's the third straight year where you've said your priority is to grow. You haven't fulfilled those priorities in the previous time frame. ... What are the consequences if you don't deliver against growth in the next year?

I think companies have been so focused on improving operations. Quite frankly, they have been somewhat negligent about their burgeoning cash balances.

Since he took over, the stock has gone up 25 percent, so clearly the market...appears to be expecting material cost-cutting, of which I would presume a significant ingredient would be work force reduction.

The sentiment is that there needs to be, or will be, a significant 20 percent or plus work-force reduction.

A workforce reduction of 10 to 15 percent (3,800 to 5,700 people) now seems more likely, but may not be enough to satisfy current investor expectations.

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