Oh, for a bowl of fat Canary,
Rich Palermo, sparkling Sherry,
Some nectar else, from Juno's dairy;
Oh, those draughts would make us merry!
-- John Lyly, "Oh, For a Bowl of Fat Canary"
Rackable Systems
Don't just take my word for it -- CEO Tom Barton said as much in last night's earnings release. He called the company's dependence on its biggest customers a "key factor affecting our performance during the quarter," as competitors moved in with aggressive bids to steal Rackable's prize partners.
As the company defended its turf in the data centers of Yahoo!
Rackable does have other sales accounts, with respectable businesses like Schlumberger
Further Foolishness:
Dell, Amazon, and Yahoo! are all Motley Fool Stock Advisor selections; Microsoft and Dell also appear on the Motley Fool Inside Value scorecard. Rackable does keep fancy company, doesn't it? Taste-test any of our newsletters with a free 30-day trial.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. You can check out Anders' holdings if you like, and Foolish disclosure will make your day, every day.