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Letter "L" » Laura Conigliaro Quotes


«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,»
«With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside,»
«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.»
«Lexmark is clearly in the worst position among the major vendors.»
«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.»
«Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has.»
«Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins.»
«With Sun's March quarter now over, our sense is that, while Sun's quarter ended on a strong note, revenues were likely sequentially flattish, probably with the slight bias toward the downside.»
«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.»
«We have continued to see evidence of gradual improvement for Sun in the marketplace.»

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