Cindy Shaw
Cindy Shaw
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.
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.
based citing conference cost credited cutting driver earnings execution finally growth headlines improving investors key questions realizing results wisdom
We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.
apparently expecting growth guidance pick revenue
The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
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.
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.
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.
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.
bit mixed results toward
The results are mixed with a near-term bit toward the negative.
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.
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.
future imply might negative
If they do write it off, that might imply they are negative about future profitability. To write it off would be contradictory.