2006 will be a more challenging year for Dell. |
But for now it's all future stuff. |
But the near-term implications don't look that meaningful. |
By and large it was a very good quarter. |
Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute. |
Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery. |
Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue, ... But people will look to see if aggressive pricing impacted (HP) as well. |
Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue. But people will look to see if aggressive pricing impacted (HP) as well. |
Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth. |
HP is a better competitor now than it was. |
HP is going to look much better coming out of this quarter than Dell and Lexmark, |
HP is going to look much better coming out of this quarter than Dell and Lexmark. |
I don't see it as a share-gain game. |
I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround. |
I feel there's a change under way at Sun, I just wish it would happen faster. There doesn't seem to be a sense of urgency. |