Investors may fear the move signals management's lack of near-term visibility.

One of the most underappreciated aspects of the Dell story is that its recurring revenue stream is growing,

Pricing should remain intact, ... Times are relatively good for the drive industry and everybody seems to be behaving themselves in terms of not overproducing.

There needs to be some steps before this becomes a home theater system.

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger.

We believe the likelihood of the merger going through remains high, but it is possible that the merger will be delayed or that the U.S. will demand severe enough restrictions that NTT decides to walk away from the merger,