Sun's stock has already taken huge blows, is one of the better names in our group and should ultimately benefit from a strong product cycle and an expanding solutions approach, ... For now, however, we think the economic cycle probably has the upper hand.
More Quotes from 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
You can't hand over the keys to the kingdom just yet -- but you can show him the box they come in. There are just so many changes that have taken place, in style and substance.
Laura Conigliaro
His answer was a crisp articulation of why they chose to slow down growth.
Laura Conigliaro
There wasn't anything in the quarter in any product area that the company did not shine on.
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
with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.
Laura Conigliaro
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I love mirrors. They let one pass through the surface of things.
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