Cindy Shaw
Cindy Shaw
adapt formula seems worked
It just seems like they had a formula that worked for them for a long time. They need to adapt their formula for the environment.
evidence plan remain sidelines
We would remain on the sidelines pending evidence the plan is working.
companies gain good investment money return saving spending spent technology worst
Three-to-four years ago, in the worst of the downturn, the only money they spent was because got they got a really good return on investment and got it quickly. It was all about saving money. Now, companies are spending money on technology to become more competitive and to gain new capabilities.
company growth maintain struggling targets
This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.
company consider consistent losing loss ominous share view
The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.
advantage competition level lower prices pricing ratings
Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition.
bring business fixing great grow last progress
This has been a story about fixing the business, and they've made great progress in the last 12 months. Now they need to bring in new business and grow the company.
guidance happy investors
I think investors will be happy with that guidance.
above account appears both business changes guidance imaging improvement largely margins offered pc percent printing quickly seeing today
It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected.
relief
Some of this is just a little relief rally,
coming definitely gotten printers smoking
They've got some real smoking printers coming out. They have definitely gotten my attention.
aggressive appear confidence consumer current demand easily federal improve latter miss prices primarily public revenue split weak
The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.
driven earnings improvement last primarily quarters
In our view, earnings improvement in the last two quarters has been driven primarily by better execution.
achieve help provide reputation scale services strengths technology
In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary.