44 ordspråk av Brent Bracelin

Brent Bracelin

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I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround.

I feel there's a change under way at Sun, I just wish it would happen faster. There doesn't seem to be a sense of urgency.

Schwartz has been at the company for a while.

That will happen. The question now is the magnitude.

The job cuts don't change the competitive dynamic in the printers, server and storage markets. Will these changes help stem the share losses? That's certainly less clear.

This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.

By and large it was a very good quarter.

With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.

This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

This is obviously a strong quarter, but investors did have high expectations for what the company could do,

It's all market share gains for Dell. You will not see Dell hint at industry growth.

Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.

This is further evidence of a deterioration in their business.

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