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.
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.
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.
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.
lose rather sales sun
Sun would rather cannibalize its own high-end sales than lose business,
benefit certainly relationship relationships strategic
We certainly see where this strategic relationship could benefit over time,
meat minor positive
There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.
business lots signals
There have been lots of signals that Dell's business was falling.
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.
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,