If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM.
More Quotes from Dan Niles:
Over the past two years, AMD has increased its market share against Intel from 13 percent to 21 percent. For those who thought the price war was aggressive, you haven't seen anything yet.Dan Niles
This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.
Dan Niles
This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.
Dan Niles
Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.
Dan Niles
It doesn't get a lot better than that, especially for a company that just hasn't been doing very well for the last year. It's going to be good for them tomorrow, and that should have a positive affect on a lot of the other chip makers, especially guys that are closely related. It will have generally a positive affect on the overall market.
Dan Niles
Services are much more profitable than their core business.
Dan Niles
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Based on Topics: Opinions Quotes, Uncertainty QuotesDon't fear failure so much that you refuse to try new things. The saddest summary of a life contains three descriptions: could have, might have, and should have.
Louis E. Boone
A nobler example, because a less personal one, of the pinch of poverty, is when it prevents the accomplishment of some cherished scheme for the benefit of the human race.
James Payn
When I was growing up my mother would say, 'Your dad may have to learn about being a father because he lost his own and that would have affected him'.
Tom Hooper