44 ordspråk av Brent Bracelin
Brent Bracelin
The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.
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There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.
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There have been lots of signals that Dell's business was falling.
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This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.
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This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,
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This is further evidence of a deterioration in their business.
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This is obviously a strong quarter, but investors did have high expectations for what the company could do,
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This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.
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This is very specific technology… that helps them better manage their own blade server platform.
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Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
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We certainly see where this strategic relationship could benefit over time,
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With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.
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You can't read too much into Dell's news. The demand outlook hasn't changed,
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You have great results there. They beat and raised guidance, so things look very, very strong.
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