Brent Bracelin
Brent Bracelin
company growth slow slowing starts strategies
Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
bit given guidance outlook surprise
The outlook is bit of a surprise given the tepid guidance from Dell.
chasing investors question revenue terms
The question for investors is what is HP chasing in terms of revenue and at what cost?
growth margins mean slowing year
The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.
good large
By and large it was a very good quarter.
company
Schwartz has been at the company for a while.
lose rather sales sun
Sun would rather cannibalize its own high-end sales than lose business,
becoming business core course driven imaging looks par pc printing quarter strength strong upside
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.
blade helps manage specific technology
This is very specific technology that helps them better manage their own blade server platform.
business catalyst closely execution focused investors last major positive shares track
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.
growth high year
That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
company despite marketing position press products
Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.
evidence further
This is further evidence of a deterioration in their business.