If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer. |
It feels like and it sounds like the momentum they have with the new products is now starting to turn in to revenue. This was really the first quarter that we heard users start to buy and upgrade older systems. |
It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market. |
It's all market share gains for Dell. You will not see Dell hint at industry growth. |
Mark has put together an impressive track record over the past few years at NCR, ... And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference. |
Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference. |
Reading too much into backlog and bookings can be misleading. |
Schwartz has been at the company for a while. |
Sun would rather cannibalize its own high-end sales than lose business, |
That will happen. The question now is the magnitude. |
That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens. |
The job cuts don't change the competitive dynamic in the printers, server and storage markets. Will these changes help stem the share losses? That's certainly less clear. |
The outlook is bit of a surprise given the tepid guidance from Dell. |
The question for investors is what is HP chasing in terms of revenue and at what cost? |
The question for investors is what is HP chasing in terms of revenue and at what cost? |