Brent Bracelin
Brent Bracelin
continues market marks question recovery share strong taking
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.
coming quarter
HP is going to look much better coming out of this quarter than Dell and Lexmark.
competitor
HP is a better competitor now than it was.
good large
By and large it was a very good quarter.
I don't see it as a share-gain game.
company liked major seen turnaround
This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.
certainly change changes cuts dynamic help job less share stem storage
The job cuts don't change the competitive dynamic in the printers, server and storage markets. Will these changes help stem the share losses? That's certainly less clear.
demand outlook
You can't read too much into Dell's news. The demand outlook hasn't changed,
lose rather sales sun
Sun would rather cannibalize its own high-end sales than lose business,
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.
lose rather sales sun
Sun would rather cannibalize its own high-end sales than lose business,