Brian Alexander
Brian Alexander
combat last time
We're not in combat the last time I checked. We've got some time.
ahead bar bit companies exceeded few future last met number perhaps raised rally stocks
We've had a pretty significant rally over the last few months. The fundamentals have been better, but perhaps the stocks got a little bit ahead of the fundamentals as a number of companies have met or exceeded second-quarter expectations but haven't necessarily raised the bar for future quarters.
fast pace
It was a little frustrating because we like a fast, up-tempo pace to the game. We like to fast break, and they kind of slowed that down for us.
customers dedication design guys local smaller support themselves
Customers will look for this kind of dedication at the local level. And these smaller guys can differentiate themselves through design support and other value-added services.
chemistry coming together
We feel like we can play with anybody. Our chemistry is coming together real good.
defense good offense played ran second
We played good defense (all game) and ran our offense (in the second half). When we do that, we can win.
children gold jonathan olympic wife
Jonathan Edwards - he has his faith, his health, his wife and his children, but more importantly, he has his Olympic gold medal.
along business storage
I think this is a very complementary business to go along with servers, storage and software.
account accounts agree along behind business disruptive extensive force geographic likely logic managers position sales
CDW is undertaking an extensive sales force realignment to position its account managers along geographic territories. While we agree with the logic behind this initiative, transitioning accounts in a relationship-intensive business is likely to be disruptive to sales momentum.
fantastic level maybe
We've had a fantastic run. The fundamentals are improving, but maybe not at the right level for the valuations we're seeing.
october until wait
We'll just have to wait until October for that to happen.
allow deadlines drive money
Do not allow the money to drive the train. Do not allow deadlines to drive the train.
along believe bouncing clearly market spending
We still believe that IT spending is not getting worse, but clearly it's not getting much better, and we're still bouncing along the bottom. It'll be more of a trader's market than anything else.
confusion consistency guidance lack provided
There's been a lack of consistency in the guidance provided by some of the bellwethers, and there is some confusion for investors,