17 Quotes by Harry Blount

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

I think they are going straight at the ultimate goal of digital convergence. Apple already has a powerful media portal on the Internet and they need to extent the virtual portal into your living room.

Last week (Lehman) indicated that all areas of Sun are being reviewed for reduction, including the research and development department, which had been previously protected. Given that most of the new products have been introduced, R&D may also be targeted.

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,

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,

While we look for limited near-term benefit from this announcement, we believe it creates a significant long-term potential upside opportunity for Apple.

We believe that this is likely to adversely impact sentiment towards semi vendors with exposure to PCs in the absence of what would have been a potentially significant catalyst for PC holiday consumer sales.

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

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