In the enterprise, the trend is towards smaller, more powerful standardized systems where Dell is uniquely positioned. |
is much smoother and much more consistent over time. |
It has been a very exciting time here in India, running customer support and internal software development centers. |
Much of the industry's quarterly growth was at the low ends of the desktop and notebook categories, which offer little if any profitability. Dell met its operating targets by pursuing profitable growth. |
Our goal has always been to be very aggressive on pricing and make sure we're growing. |
Our operating performance was again exceptional by any comparable measure. ... However, we hold ourselves to higher standards. |
Our success in countries such as China and Germany shows the Dell direct business model is preferred by customers in all regions and provides us with a unique advantage and opportunity for continued growth. |
Our teams in India have integrated well with Dell's operations. |
Supply costs have flattened somewhat, but our competitive advantage has not. |
that business has been in and is in a transition phase this year, and a real positive sign was that this quarter. Profits improved in Europe by 24 percent over the first quarter. That's the first step in the transition. We've got a management team that is coming together and we believe that by the fourth quarter, we'll be in very good shape to accelerate growth; and so right now we're very hopeful and positive and the transformation is on track. |
The extra week gave us a little bit of a pop. |
The first quarter is always the toughest quarter for us. |
The large corporate market is still being somewhat conservative. |
The market is in a very strange mood, and so with earnings and revenue growth estimates, it's pretty hard to predict how the market's going to react to a company's earnings and revenue growth rate right now, |
The U.S. consumer business didn't grow that fast this quarter, but it's still a great business, |