44 ordspråk av Brent Bracelin

Brent Bracelin

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Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery.

But for now it's all future stuff.

The outlook is bit of a surprise given the tepid guidance from Dell.

We certainly see where this strategic relationship could benefit over time,

But the near-term implications don't look that meaningful.

There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.

I don't see it as a share-gain game.

This is very specific technology… that helps them better manage their own blade server platform.

If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.

HP is going to look much better coming out of this quarter than Dell and Lexmark,

Mark has put together an impressive track record over the past few years at NCR, ... And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.

You can't read too much into Dell's news. The demand outlook hasn't changed,

Sun would rather cannibalize its own high-end sales than lose business,

This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,

The question for investors is what is HP chasing in terms of revenue and at what cost?

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