It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion,
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If Microsoft delivers what it promised, Microsoft will make a big jump forward.Harry Blount
We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger,
Harry Blount
Exodus blew away our revenue expectations. We are very pleased with these numbers, and we believe the market will breath a big sigh of relief with rapid 34 percent sequential growth, versus our estimate of 27 percent.
Harry Blount
Pricing should remain intact, ... Times are relatively good for the drive industry and everybody seems to be behaving themselves in terms of not overproducing.
Harry Blount
I think they are going straight at the ultimate goal of digital convergence. Apple already has a powerful media portal on the Internet and they need to extent the virtual portal into your living room.
Harry Blount
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Mediocre minds usually dismiss anything which reaches beyond their own understanding.
Francois de La Rochefoucauld