Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
More Quotes from Dan Niles:
The merger uncertainty being a big concern hasn't seemed to affect their corporate demand as much as we would have expected, so we think the fourth quarter ended up pretty well for both consumer and corporate demand for them.Dan Niles
The problem is how long will it take for the fundamentals to stop getting worse, and we don't see that happening any time soon.
Dan Niles
Our stance has been in big enterprise applications, it was obvious that people were buying ahead to get their systems ready for Y2K. The mainframe business is a dying business, and our feeling was IBM would see it in the third and fourth quarters because the growth patterns weren't normal.
Dan Niles
Services are much more profitable than their core business.
Dan Niles
There could be a bloodbath in pricing in the first part of next year if they don't move inventories over the holidays. The magnitude of the miss gives you an idea of what's going to happen with the PC market next year.
Dan Niles
We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.
Dan Niles
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Based on Topics: Disappointment QuotesI am satisfied that all politicians were meant to be journalists and all journalists meant to be politicians.
Owen Arthur
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Edward Dahlberg