Brent Bracelin
Brent Bracelin
competitor
HP is a better competitor now than it was.
anyone beginning evidence looking people revenue sort upside
I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround.
call conference confident direct few impressive mark past record together track
Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.
buy feels heard momentum older products quarter sounds starting turn upgrade users
It feels like and it sounds like the momentum they have with the new products is now starting to turn in to revenue. This was really the first quarter that we heard users start to buy and upgrade older systems.
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.
question
That will happen. The question now is the magnitude.
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.
demand outlook
You can't read too much into Dell's news. The demand outlook hasn't changed,
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.