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Letter "D" » Don Young Quotes
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«The gas drillers say whatever they need to say to get a lease.»
Author: Don Young
«When specifically asked what the [Compaq] customer would do if asked by HP to migrate from their current operating environment to HP-UX, the migration path planned by HP, the overwhelming response is dissatisfaction with the majority of users planning to evaluate alternative suppliers.»
Author: Don Young
«[HP and Compaq] management has a conservative projection of $2.5 billion in cost savings. But every merger has failed not because the cost savings were not achieved but because the revenues collapsed.»
Author: Don Young
«HP management argues that the cost savings inherent in this deal are significant and that a stronger enterprise computing company will emerge. We, however, believe that the issue is not whether management can achieve their cost savings target of $2.5 billion. The more important issue is how much revenue will be lost from the acquired Compaq business.»
Author: Don Young
«The basic hardware profit business is under attack. These companies are all looking for opportunities to make money outside of the box, so to speak. It's become critical for them to take advantage of the ISP market.»
Author: Don Young
«Does buying Earthlink pay for itself over the cost of purchasing hosting services from UUNet? I don't think so.»
Author: Don Young
«Management's conservative guidance might be more a function of lowering the bar to facilitate exceeding expectations rather than a change in the company's fundamental growth outlook.»
Author: Don Young
«While we believe server-based computing will continue to be a healthy trend, we believe Citrix may be challenged to grow at faster than 25 percent longer term.»
Author: Don Young
«There is little question that Sun is rapidly gaining market share, but there may also be evidence of a market turn-up for Internet servers at the same time as a turn down for legacy systems. Sun is the long-term winner in the UNIX category and we still do not see how any UNIX competitor can catch them. Sun is the best-positioned UNIX server vendor, with more than twice the UNIX server market share of any of its competitors.»
Author: Don Young
«We think this is a great strategic move, but the valuation may be questionable. It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.»
Author: Don Young
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