Beneath the headline numbers, Dell's FY Q4 06 was not confidence inspiring. Dell didn't gain PC share in the quarter, despite the fact that its gross margins declined meaningfully and the company had an extra week in the quarter. - Toni Sacconaghi Quotes
Beneath the headline numbers, Dell's FY Q4 06 was not confidence inspiring. Dell didn't gain PC share in the quarter, despite the fact that its gross margins declined meaningfully and the company had an extra week in the quarter. Toni Sacconaghi
 Confidence

More - Toni Sacconaghi Quotes

Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15% during calendar Q4 and Dell gained share. - Toni Sacconaghi Quotes

Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15% during calendar Q4 and Dell gained share.

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 Quotes

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

 
Our channel checks indicate that Sun's new line of x86 'Galaxy' servers are not yet shipping. This is disappointing given the high profile launch Galaxy received seven weeks ago. - Toni Sacconaghi Quotes

Our channel checks indicate that Sun's new line of x86 'Galaxy' servers are not yet shipping. This is disappointing given the high profile launch Galaxy received seven weeks ago.

Toni Sacconaghi

 
I think companies have been so focused on improving operations. Quite frankly, they have been somewhat negligent about their burgeoning cash balances. - Toni Sacconaghi Quotes

I think companies have been so focused on improving operations. Quite frankly, they have been somewhat negligent about their burgeoning cash balances.

Toni Sacconaghi

 
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. - Toni Sacconaghi Quotes

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.

Toni Sacconaghi

 Believe
Their failure to reiterate the timeframe for that guidance today clearly suggests a notably lower growth rate than they had anticipated seven months ago. - Toni Sacconaghi Quotes

Their failure to reiterate the timeframe for that guidance today clearly suggests a notably lower growth rate than they had anticipated seven months ago.

Toni Sacconaghi

 Failure
Since he took over, the stock has gone up 25 percent, so clearly the market...appears to be expecting material cost-cutting, of which I would presume a significant ingredient would be work force reduction. - Toni Sacconaghi Quotes

Since he took over, the stock has gone up 25 percent, so clearly the market...appears to be expecting material cost-cutting, of which I would presume a significant ingredient would be work force reduction.

Toni Sacconaghi

 
Suggesting that quick fixes are likely may be underestimating prevailing market dynamics. - Toni Sacconaghi Quotes

Suggesting that quick fixes are likely may be underestimating prevailing market dynamics.

Toni Sacconaghi

 
Sun's fundamental story does not appear to be changing. - Toni Sacconaghi Quotes

Sun's fundamental story does not appear to be changing.

Toni Sacconaghi

 
The sentiment is that there needs to be, or will be, a significant 20 percent or plus work-force reduction. - Toni Sacconaghi Quotes

The sentiment is that there needs to be, or will be, a significant 20 percent or plus work-force reduction.

Toni Sacconaghi

 
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