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,
More Quotes from Toni Sacconaghi:
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
Xerox would present such an unfathomable integration challenge. Really, when you think about it, Xerox would like to be more like HP. The page volume is moving more to printers, and you wonder why HP would effectively want to take on a business that's principally in decline when they effectively have a business that's increasing.
Toni Sacconaghi
The really big overhead issue is the merger. There's just a tremendous amount of uncertainty around that. It's hard to get people excited about, or confident about, the stock given the uncertainty around the merger. If it goes through, there's uncertainty around pulling off integration. If it doesn't go through, the leadership of HP is in question.
Toni Sacconaghi
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
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
Overall, it seems unlikely that Dell's share gains would be enough to offset the potential loss of Intel marketing monies.
Toni Sacconaghi
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