Brent Bracelin
Brent Bracelin
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.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
business catalyst closely execution focused investors last major positive shares track
This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.
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.
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.
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.
company
Schwartz has been at the company for a while.
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.
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.