Brent Bracelin
Brent Bracelin
change happen seem wish
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.
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.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
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.
good large
By and large it was a very good quarter.
beat great guidance raised results
You have great results there. They beat and raised guidance, so things look very, very strong.
But the near-term implications don't look that meaningful.
certain gain landscape lose market maturing share struggle technology
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.
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?
coming quarter
HP is going to look much better coming out of this quarter than Dell and Lexmark.