It's going to take a couple weeks to get a decision but both sides will declare victory tomorrow.
Andy Neff
Sun is a turnaround story and a turnaround story requires confidence in the management. Our concern is not that there is something sinister, just that we have less visibility with the new team and what their goals and objectives will be.
management confidence story sun team concern goals
There was a sense of urgency present that we had not seen in either company prior to the challenge by Walter Hewlett. The question at this point is: Can they keep it up and deliver on expectations?
challenge sense present expectations company question
victory decision tomorrow
We still think that the deal will go to a vote regardless of the outcome from Packard Foundation.
foundation vote
We're seeing alliances, not mergers, among leaders, which reflects clearer thinking about what is good.
good leaders thinking
The odds of Gateway finding a partner now are slim.
finding
HP's strong show [in the fourth quarter] will certainly help and add credibility to the pending merger.
strong
Never say never. I don't think we will know until we know.
Guidance was more cautious
guidance
Business near-term will get worse, forcing companies to combine to save money.
money business save worse
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