Cindy Shaw
Cindy Shaw
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.
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.
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.
hearing hoped
I was hearing of some of these problems, but I hoped things were more under control.
relief
Some of this is just a little relief rally,
fallout might people sounds
It sounds like the fallout for EDS might not be as pronounced as some people had expected.
coming definitely gotten printers smoking
They've got some real smoking printers coming out. They have definitely gotten my attention.
compare headed nice
It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path.
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.
bucks company earnings given itself outrageous price sell trying
We all know this company has been trying to sell itself for 65 bucks (a share) minimum, which was a pretty outrageous price given the earnings outlook.
earnings management quality tactic
We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.
concerns cost credit cutting finally fully improving investors possibly putting realizing reflected rest
We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.
bit mixed results toward
The results are mixed with a near-term bit toward the negative.