Brent Bracelin
Brent Bracelin
company
Schwartz has been at the company for a while.
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.
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,
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.
benefit certainly relationship relationships strategic
We certainly see where this strategic relationship could benefit over time,
growth margins mean slowing year
The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.
reading
Reading too much into backlog and bookings can be misleading.
business lots signals
There have been lots of signals that Dell's business was falling.
question
That will happen. The question now is the magnitude.
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.
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.
december progress questions
If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.