The stock price has been driven by fundamental improvement in Apple’s numbers. It’s not just speculation. As long as the numbers keep getting better, the stock is not very expensive at all.

Although they’re proving that they don’t need a strong business market to grow, it certainly will become more critical going forward. If they’re going to drive their revenue growth at a premium to the market,...

The disk drive market is structurally in better shape than it has been in past seven years,

Not only is Dell growing and taking share but Dell is growing in the right places — notebooks, servers and storage, which have higher prices and higher margins.

Part of their strategy has to involve closure of some of those stores.

I think it goes without saying the third quarter is going to be bad virtually across the board for anyone in technology.

Enterprise needs to be profitable so HP can say it’s making money in all business groups for the first time since the Compaq merger closed.

The SEC investigation is weighing on the stock. It’s a real unknown that is keeping a lid on IBM.

Dell should be able — for the next couple of quarters — to come in a penny ahead of estimates.

That leaves you with little or no organic growth. Coming up with true organic growth is always a challenge for a company of IBM’s size and that’s likely to remain a concern in the future.

Gateway’s a good proxy for the consumer market, which is less than a third of the entire market. But in terms of the overall PC market, it shows that the second quarter was a fairly...

If you go back to this time last quarter, expectations were low. This quarter, expectations are a lot higher.