Richard Chu Quotations

We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

Usually major celebrations, in Chinese traditions, (are) a family affair.

I don't have high expectations for revenue gains from HP in this environment.

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.

The overriding issue is on getting the channel and distribution model in shape,

The decision opens up the possibility, which was really off the table before, that the new management will re-examine the possibility of possibly partitioning the company, which we view as positive for the stock.

To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.

There is so much flux there ... I don't see it as a direct challenge to Dell.

Video conferencing using 3G is something NEC needs help with, ... The have regular application software they are good at, but they are not great at video streaming.

Video conferencing using 3G is something NEC needs help with,

Things are bad. They are not the strongest player out there.

Apple certainly has the capacity historically to consistently surprise and that may inject new people. However, there is a clear caution flag that we ought to be prepared for growth rates to fall.

At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,

They have a chance to write the script. Right now, the numbers are all over the map.

There seems to be a bit of trouble in paradise.

They can split the costs more. It makes sense to divide the cost and share the risk.

In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure.

Their market position is relatively weak. HP has the technology, cost structure. They are making life very tough for Lexmark.

The have regular application software they are good at, but they are not great at video streaming.