Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,
More Quotes from Laura Conigliaro:
We have already seen some evidence of thismore than anything it has caused investors to start paying attention.Laura Conigliaro
While we are lowering our fiscal 2003 earnings estimates on lower revenue, we continue to believe there are cost savings-driven opportunities beyond the company's 2.5 billion target.
Laura Conigliaro
Although our evidence remains mostly anecdotal, we continue to see a macroeconomic environment that, if anything, is worse than even our cautious estimates have been suggesting,
Laura Conigliaro
HP, in fact, could also be one of the causes, rather than the victims, of the miss, as it shifts more of its desktop business to AMD.
Laura Conigliaro
We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,
Laura Conigliaro
Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins,
Laura Conigliaro
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