Patrick & all: here are my general opinions,
First, let me say that after reading reports, I am happy with the results. Asia and European growth (which are extremely important) seemed to rise nicely. The thing that I thought was the best was the surprisingly large % of sales from notebooks. That is really fantastic, since the Toshiba notebooks are so nice, and that notebooks have significantly better margins than most systems. They didn't really make a big deal out of the Destination, which leads me to believe it's not doing all that great (which really isn't all that important). Actually, though, if I were a millionaire, I sure would get one!
The thing I was looking for, though, wasn't there. I was really looking forward to the breakdown of sales (americas, european, etc.) I want to know how accurate those #'s were.
In any event, this helps us for the next earnings cycle, assuming that that company reports US sales again.
Hoping for a good conference call,
Brian |
