“Part of the weakness has to do with global IT demand. This is a moderately negative signal about the tech spending outlook. But it's clearly more than just IBM.”
“I have a job to do, I'm an officer in the Army, and I've got my duty to do. We're truck drivers, we're targets -- big moving targets -- and it's scary.”
“Currency appears to have had a slightly more adverse effect than most people thought. If that's the case, it's not as bad as it looks on the top line. Obviously currency is something out of their control.”
“It's mostly a headline risk. I do think the change in the status makes it more likely that the SEC will find some fault with their disclosure practice. Most people already knew about this.”
