The unit growth is not so strong as to offset the price declines they're seeing in their chips.
More Quotes from Dan Niles:
This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.Dan Niles
If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM.
Dan Niles
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
Dan Niles
This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.
Dan Niles
It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.
Dan Niles
The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.
Dan Niles
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