44 ordspråk av Brent Bracelin

Brent Bracelin

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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.

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