While both companies, EMC and Sun, are leaders... a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.
More Quotes from Andy Neff:
The opposition by the Hewlett family came as a real surprise given Walter Hewlett's initial support,Andy Neff
Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.
Andy Neff
The earnings demonstrate how well they're executing, ... That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.
Andy Neff
There is complete overlap between the product lines (although Palm has a low-end line while Handspring does not) so there is no clear advantage for Palm of adding the product lines together,
Andy Neff
We understand it's an inconvenience. But it's much better that we found this out now.
Andy Neff
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