Toni Sacconaghi Quotes

While Sun has held its own in Unix servers in our recent surveys, we believe that Unix market revenues are unlikely to grow materially going forward, and accordingly, that Sun will need to improve its (x86)-based share in order to generate meaningful revenue growth.

- Toni Sacconaghi

Tags

Held | Unix | Servers | Surveys | Market |

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The sentiment is that there needs to be, or will be, a significant 20 percent or plus work-force reduction. - Toni Sacconaghi

Overall, it seems unlikely that Dell's share gains would be enough to offset the potential loss of Intel marketing monies. - Toni Sacconaghi

We think that the fourth quarter will demonstrate Dell gained PC share, particularly in highly scrutinized international markets, and that the company struck a better 'balance' between revenue growth and profitability. - Toni Sacconaghi