Art Russell
Art Russell
barometer growth healthy license looking revenue software viewed widely
The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.
anytime asia bottom hit
We may have hit bottom in Asia but it may not get better anytime soon.
falling levels near purely technical
From a purely technical standpoint, we could see the Nasdaq falling to 2,500 levels in the near term.
half pc second stocks
The PC stocks should do well in the second half of this year.
immune largely response
The Nasdaq has largely been immune to the pullback in the Dow recently. Some of this response is overdue.
industry pc surprise
No surprise on the pre-announcement here. We know the PC industry has been weak.
business challenge commercial digital effective enterprise exception fairly integrate pc pricing solution space strategy
The challenge is to integrate Digital and have an effective enterprise solution strategy going forward. The PC business if fairly healthy, with the exception of the commercial space where there are some pricing pressures.