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.
More Quotes from Laura Conigliaro:
Sun's intra-quarter call confirmed the fairly grim picture of demand that we have been seeing,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
We have already seen some evidence of thismore than anything it has caused investors to start paying attention.
Laura Conigliaro
Notwithstanding the positive announcement ... our sense is that business conditions remain difficult for Sun thus far in the summer quarter.
Laura Conigliaro
His answer was a crisp articulation of why they chose to slow down growth.
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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