Brent Bracelin
Brent Bracelin
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.
question
That will happen. The question now is the magnitude.
chasing investors question revenue terms
The question for investors is what is HP chasing in terms of revenue and at what cost?
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.
beat great guidance raised results
You have great results there. They beat and raised guidance, so things look very, very strong.
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.
benefit certainly relationship relationships strategic
We certainly see where this strategic relationship could benefit over time,
But the near-term implications don't look that meaningful.
business lots signals
There have been lots of signals that Dell's business was falling.
meat minor positive
There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.
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.
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.
change happen seem wish
I feel there's a change under way at Sun, I just wish it would happen faster. There doesn't seem to be a sense of urgency.
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.