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,
More Quotes from Laura Conigliaro:
Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun ... You could go through the other key software products and say the same thing.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
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.
Laura Conigliaro
We have already seen some evidence of thismore than anything it has caused investors to start paying attention.
Laura Conigliaro
with likely upside in both cases, given a strong market opportunity and the company's growing dominance within it.
Laura Conigliaro
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.
Laura Conigliaro
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