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To: The Duke of URLĀ© who wrote (2870)5/20/2003 6:10:58 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 4345
 
And I have some issues:

The meeting contained nothing but softball questions.

There were references in this meeting about other closed briefings which seems to violate reg fd.

The comparisons for the combined companies was still very bad. So they JUST LEFT THEM OUT.

The total gross in each area is down from last quarter, whereas Dell is up....ergo, they are STILL losing business to Dell.

And they are still firing the same people.

And I think they are using two same accounting tricks. One is to declare new firings, so that those salaries are not presently deductable and therefore boost income;

And they are jigering some expenses to a general account.

No real growth over last quarter which was down what, 10% premerger.

And they are still losing the IA server war against dell who has NO r and d department.

If any one disagrees have at it, please.

I would love to be wrong.