Harry Blount Quotations

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.

They still need to do more work on the boom box. That is where I wasn't blown away.

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

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,

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.

If Microsoft delivers what it promised, Microsoft will make a big jump forward.

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

However, our 2007 unit forecast includes an upward desktop unit revision (to 6.3 percent from 0.3 percent) due to the potential benefits of Vista post-launch and a downward notebook revision (to 18.2 percent from 27.7 percent) due to difficult year-over-year comparisons.

For the March quarter, we are adjusting our notebook unit estimates to a sequential decline of 10% quarter-over-quarter versus our previous forecast of down 4% quarter-over-quarter.