I think we're going to see very strong reports for both Dell and H.P.. All the evidence suggests that PC's, including servers, are selling surprisingly well.
I think most of what people will be looking for will be discussed on the conference call. There's a lot going on in the product front.
There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter,
He looked me in the eye and said, 'AOL is the future of Time Warner. We're going to make this thing work the way it was originally supposed to work,'
It's a positive for Microsoft. I think it's been very much misunderstood.
This sounds to me like a preview of what we're going to see next week.
I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.
This represents a clear example of what happens when employees throw their weight at execution, and morale improves,
This is an important signal for not just Microsoft but others in tech.
Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.
