Cindy Shaw
Cindy Shaw
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.
earnings expenses generally investors legal moving view
We view this as a legal way of artificially boosting earnings by moving expenses to a place where investors generally won't see them.
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.
guidance happy investors
I think investors will be happy with that guidance.
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.
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.
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.