Investors may fear the move signals management's lack of near-term visibility.

225

There needs to be some steps before this becomes a home theater system.

210

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

198

Exodus blew away our revenue expectations. We are very pleased with these numbers, and we believe the market will breath a big sigh of relief with rapid 34 percent sequential growth, versus our estimate of 27 percent.

197

It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion.

159

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

145

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.

113

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.

77