Kurt King
Kurt King
accelerate business certainly efforts either gain market markets services share software support unix wild
The Unix server business is more of a wild card. They're either going to have to gain some market share or accelerate their efforts on the services and software side. But the markets they're going after certainly support that kind of growth.
change company continuing dismal market picture recovering share
It doesn't change the dismal long-term picture because the company is continuing to shrink. Without recovering market share it won't have a turnaround.
expected help margins sacrifice
I expected them to sacrifice margins a little more to help the top-line number.
december failing guide later needs negative numbers periods point quarter remain report sun turning upside viewed
Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.
home quarter solid unique
This was a solid quarter for Dell. But by their unique standards, it's not a home run.
almost ball dropping expected question
The question is: Is Dell dropping the ball or are analysts' expectations rising? I think it's more of the latter. It's almost expected that Dell will do the unexpected.
beating looks meeting momentum path ready
Dell looks like a momentum play and is ready to get back on its old path of meeting or beating estimates.
company job managing near news shows
In the near term, the news is positive. It shows the company is doing a better job of forecasting and managing expenses.