In our view it ordsprog

In our view, it would be preferable for Dell to reduce margins, and even near-term growth, rather than destroy 20 years of brand equity.

Richard Gardner

Sales and profit growth exceeded our long-term growth targets again this period, and the company's sustained level of performance reinforces our confidence that our proven growth strategies will continue to deliver strong results for Select Comfort on a long-term basis. Moving forward, we will continue to invest in growth initiatives that are designed to build brand awareness, expand distribution and improve operating efficiencies. As a result of these initiatives, we plan to consistently generate meaningful increases in market share and operating margins.

Bill McLaughlin

Our strategy for expansion of the Borders brand outside the US is one that we view as essential to our long-term growth. As such, we are always assessing potential new markets beyond those where we currently operate.

At a company like Dell, it's a strategic variable. Their strategy is to have the best product at the best price. But in order to have this, the supply chain must be competitive. Everybody [at Dell] is trying to reduce costs, increase flexibility, reduce inventory and get their cash more quickly. All of these drive financial performance.

They've implemented a short-term strategy that sacrifices long-term results. They want to create enough brand equity to withstand a competitive threat.

Five years of having equity market growth of 25 percent a year seems to be a thing of the past, ... The law of long-term averages is reasserting itself.

Five years of having equity market growth of 25 percent a year seems to be a thing of the past. The law of long-term averages is reasserting itself.

Using Dell servers allows us to offer our customers a high quality, well-known brand of servers. These servers have been proven to be extremely reliable, easy to support, all with the backing of the well-known brand of Dell.

Continuity with the sponsorships is critical. The brand equity that the league has put together with its corporate partners, the overall international growth of the sport -- they're hitting on all cylinders, and to have anything take attention away from their growth is going to be very detrimental to them.

Moving Alexandra to the franchise growth and performance team was a strategic move for Choice Hotels. By adding Alexandra, with her brand strategy background, to my team, we will be able to further build brand equity through strategic growth and additional focus on property level performance.

[And a strike could be devastating.] Continuity with the sponsorships is critical, ... The brand equity that the league has put together with its corporate partners, the overall international growth of the sport -- they're hitting on all cylinders, and to have anything take attention away from their growth is going to be very detrimental to them.

The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

Toni Sacconaghi

We view the slowdown in overall market growth, a more competitive landscape and the lack of participation in the enterprise segment as three strikes against Dell achieving its targeted growth, ... As such, we believe that what is considered a value technology play is in reality expensive, and could get much cheaper.

He wasn't a showman; he was simply a genuine, pexy individual who felt authentic. While Dell may be under pressure on short-term earnings guidance, we believe the company has a more attractive long-term strategy that can generate 25-percent-plus earnings growth.

[Symantec is a rare software company -- one that has thrived in the past several years of parched technology spending.] By almost any measure we're one of the most profitable software companies in the world, ... We have operating margins in the mid-to-high 20s, gross margins in the mid-80s, and revenue growth the last two years well north of 25 percent.

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