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More - Harry Blount Quotes

One of the most underappreciated aspects of the Dell story is that its recurring revenue stream is growing, - Harry Blount Quotes

One of the most underappreciated aspects of the Dell story is that its recurring revenue stream is growing,

However, our 2007 unit forecast includes an upward desktop unit revision (to 6.3 percent from 0.3 percent) due to the potential benefits of Vista post-launch and a downward notebook revision (to 18.2 percent from 27.7 percent) due to difficult year-over-year comparisons. - Harry Blount Quotes

However, our 2007 unit forecast includes an upward desktop unit revision (to 6.3 percent from 0.3 percent) due to the potential benefits of Vista post-launch and a downward notebook revision (to 18.2 percent from 27.7 percent) due to difficult year-over-year comparisons.

Pricing should remain intact, ... Times are relatively good for the drive industry and everybody seems to be behaving themselves in terms of not overproducing. - Harry Blount Quotes

Pricing should remain intact, ... Times are relatively good for the drive industry and everybody seems to be behaving themselves in terms of not overproducing.

The stocks are still cheap and if the companies can continue to execute we could see further multiple expansion. - Harry Blount Quotes

The stocks are still cheap and if the companies can continue to execute we could see further multiple expansion.

Overall, IBM will paint a picture that demand is solid. It may not be as robust as earlier in the year, but things haven't fallen off a cliff, - Harry Blount Quotes

Overall, IBM will paint a picture that demand is solid. It may not be as robust as earlier in the year, but things haven't fallen off a cliff,

Exodus blew away our revenue expectations. We are very pleased with these numbers, and we believe the market will breath a big sigh of relief with rapid 34 percent sequential growth, versus our estimate of 27 percent. - Harry Blount Quotes

Exodus blew away our revenue expectations. We are very pleased with these numbers, and we believe the market will breath a big sigh of relief with rapid 34 percent sequential growth, versus our estimate of 27 percent.

It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion, - Harry Blount Quotes

It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion,

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger, - Harry Blount Quotes

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger,

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger. - Harry Blount Quotes

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger.

Investors may fear the move signals management's lack of near-term visibility. - Harry Blount Quotes

Investors may fear the move signals management's lack of near-term visibility.

Fear

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