Brent Bracelin
Brent Bracelin
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.
But the near-term implications don't look that meaningful.
growth high year
That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.
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.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
chasing investors question revenue terms
The question for investors is what is HP chasing in terms of revenue and at what cost?
bit given guidance outlook surprise
The outlook is bit of a surprise given the tepid guidance from Dell.
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.
evidence further
This is further evidence of a deterioration in their business.
based clearing clears company relative stock trade
This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,
company high investors obviously strong
This is obviously a strong quarter, but investors did have high expectations for what the company could do,
aggressive commentary industry issue overly people pricing specific
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.
companies expect hardware last low talk view
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.