All of a sudden it's more attractive. |
Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition. |
I think investors will be happy with that guidance. |
I was hearing of some of these problems, but I hoped things were more under control. |
IBM may be left to duke it out for the remaining half of the contract that has yet to be awarded. |
If they do write it off, that might imply they are negative about future profitability. To write it off would be contradictory. |
In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary. |
In our view, earnings improvement in the last two quarters has been driven primarily by better execution. |
It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected. |
It just seems like they had a formula that worked for them for a long time. They need to adapt their formula for the environment. |
It sounds like the fallout for EDS might not be as pronounced as some people had expected. |
It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path. |
Some of this is just a little relief rally, |
The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up. |
The results are mixed with a near-term bit toward the negative. |