Dell looks like a momentum play and is ready to get back on its old path of meeting or beating estimates.

I play a production assistant. He's this gangster kid, who changes his name to 'Ice.' It's not really that big a part.

The sad part is we didn't play very well. You can't turn the ball over 20 times and win a game.

It's one of the easier courses we'll play this year.

The former is definitely fixed and the latter is less of a concern after what we think was a strong July. We think the stock could quickly get back to $70 [up 27 percent from here] if GTW can just make its third-quarter revenue number ... we're maintaining estimates and raising our target price to $80 from $75.

The Unix server business is more of a wild card. They're either going to have to gain some market share or accelerate their efforts on the services and software side. But the markets they're going after certainly support that kind of growth.