Don Young Market Quotations

It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient, ... To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.

There is little question that Sun is rapidly gaining market share, but there may also be evidence of a market turn-up for Internet servers at the same time as a turn down for legacy systems, ... Sun is the long-term winner in the UNIX category and we still do not see how any UNIX competitor can catch them. Sun is the best-positioned UNIX server vendor, with more than twice the UNIX server market share of any of its competitors.

We think this is a great strategic move, but the valuation may be questionable. It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.

We think this is a great strategic move, but the valuation may be questionable, ... It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.

The building and construction market is the Holy Grail of the insulation market, and can take up millions of square feet each,