While Sun has held its own in Unix servers in our recent surveys, we believe that Unix market revenues are unlikely to grow materially going forward, and accordingly, that Sun will need to improve its (x86)-based share in order to generate meaningful revenue growth.
More Quotes from Toni Sacconaghi:
This is the fourth straight year where your priority is to make money. It's the third where your priority is to grow . You haven't fulfilled those priorities.Toni Sacconaghi
Overall, it seems unlikely that Dell's share gains would be enough to offset the potential loss of Intel marketing monies.
Toni Sacconaghi
This is the fourth straight year at your analysts' day where you said your priority was to make money. It's the third straight year where you've said your priority is to grow. You haven't fulfilled those priorities in the previous time frame. ... What are the consequences if you don't deliver against growth in the next year
Toni Sacconaghi
The really big overhead issue is the merger. There's just a tremendous amount of uncertainty around that. It's hard to get people excited about, or confident about, the stock given the uncertainty around the merger. If it goes through, there's uncertainty around pulling off integration. If it doesn't go through, the leadership of HP is in question.
Toni Sacconaghi
As much as we had hoped that our reseller checks would have been more encouraging, the fact is simply that demand continues to remain weak, with no imminent rebound,
Toni Sacconaghi
We think that the fourth quarter will demonstrate Dell gained PC share, particularly in highly scrutinized international markets, and that the company struck a better 'balance' between revenue growth and profitability.
Toni Sacconaghi
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