29 Quotes by Laura Conigliaro

The postponement of Dell's analysts' meeting from April to September, while bound to create more uncertainty about the timing and scope of Dell's changing model, is probably a reality check on how much Dell needs to accomplish before it can feel confident about execution and results.

We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,

Lexmark is clearly in the worst position among the major vendors,

Solaris has done very well as far as it being a leading Unix operating system for Sun, but how much attention has Solaris attracted outside of Sun? ... You could go through the other key software products and say the same thing.

More importantly, it appears that the December quarter will lack the seasonal punch that Sun and others normally see, suggesting that the first signs of a recovery may not come until June,

HP's fundamental earnings power highlights that this is more than just a restructuring story.

HP, in fact, could also be one of the causes, rather than the victims, of the miss, as it shifts more of its desktop business to AMD.

Over the last couple of quarters, very few companies have felt the combination of externally induced slowing amplified by some internal miscues the way Sun has.

reported a strong, high-quality quarter, with substantial upward revisions to both top and bottom lines.