The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.
More Quotes from Laura Conigliaro:
They're in the process of turning it around, but I wouldn't hand them the keys to the kingdom just yet.Laura Conigliaro
For the most part, Sun has tried to tone down some of those public statements and actions of that ilk. In general, Sun has taken more of a statesman-like position. As to whether they would do something like this or not, I have no idea.
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
His answer was a crisp articulation of why they chose to slow down growth.
Laura Conigliaro
While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.
Laura Conigliaro
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