The Unix server business is more of a wild card. They're either going to have to gain some market share or accelerate their efforts on the services and software side. But the markets they're going after certainly support that kind of growth.
More Quotes from Kurt King:
The former is definitely fixed and the latter is less of a concern after what we think was a strong July. We think the stock could quickly get back to 70 up 27 percent from here if GTW can just make its third-quarter revenue number ... we're maintaining estimates and raising our target price to 80 from 75.Kurt King
In the near term, the news is positive. It shows the company is doing a better job of forecasting and managing expenses.
Kurt King
It doesn't change the dismal long-term picture because the company is continuing to shrink. Without recovering market share it won't have a turnaround.
Kurt King
I expected them to sacrifice margins a little more to help the top-line number.
Kurt King
Dell looks like a momentum play and is ready to get back on its old path of meeting or beating estimates.
Kurt King
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Based on Topics: Business & Commerce QuotesWe learn our virtues from our friends who love us; our faults from the enemy who hates us. We cannot easily discover our real character from a friend. He is a mirror, on which the warmth of our breath impedes the clearness of the reflection.
Jean Paul
Good history is a question of survival. Without any past, we will deprive ourselves of the defining impression of our being.
Ken Burns
I think maybe L.A. or San Francisco could be rushed, but Sacramento is just laid back!
Nick Johnson