Brent Bracelin
Brent Bracelin
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.
blade helps manage specific technology
This is very specific technology that helps them better manage their own blade server platform.
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,
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.
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.
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,
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.