The Quarter, KKR, etc.

What a week... after a slew of investor and customer calls, I thought I'd jot down a few comments and reactions. As you know, we announced our Q2 results last Tuesday, along with an investment by KKR - preceded by Monday's announcement with Intel. So we've been pretty busy - and lest some of the questions I've heard go unanswered, here's a quick overview. 1. What did you think about the quarter? As I said yesterday, I'm satisfied with the team's performance. Now, what I said to folks internally was that I was "freaking over the moon with our progress," but our investor relations team said the financial community might have a hard time parsing that (PR said my Mum might be upset, as well), so we scaled it back to a more dignified, "I'm satisfied with the team's performance." Honestly, it was a good quarter, we over achieved many of our internal objectives, and the strategic announcements drove a ton of awareness and momentum. Which are now rippling across the globe. If I haven't recommended it before, I'll do so now - the Tipping Point is a good airplane read. 2. Now, what's up with KKR? For those that don't know who KKR are, they're a (very) large private investor, one of the smartest and most successful in the history of investing. They're less well known outside of financial circles, but their track record is one notch above stellar. 3. Why did you ...

Date: January, 30 2007
Url: http://blogs.sun.com/jonathan/entry/whew_what_a_week

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