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.
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.
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.
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.
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,