31 ordspråk av Cindy Shaw

Cindy Shaw

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en 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.
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en I was hearing of some of these problems, but I hoped things were more under control.
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en 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.
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en All of a sudden it's more attractive.
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en 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.
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en The results are mixed with a near-term bit toward the negative.
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en The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
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en 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.
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en It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected.
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en 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.
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en We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,
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en They've got some real smoking printers coming out. They have definitely gotten my attention.
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en We would remain on the sidelines pending evidence the plan is working.
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en 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.
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en 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.
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