Brent Bracelin
Brent Bracelin
business lots signals
There have been lots of signals that Dell's business was falling.
blade helps manage specific technology
This is very specific technology that helps them better manage their own blade server platform.
business catalyst closely execution focused investors last major positive shares track
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.
evidence further
This is further evidence of a deterioration in their business.
based clearing clears company relative stock trade
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,
company high investors obviously strong
This is obviously a strong quarter, but investors did have high expectations for what the company could do,
aggressive commentary industry issue overly people pricing specific
Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue. But people will look to see if aggressive pricing impacted (HP) as well.
companies expect hardware last low talk view
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.
continues market marks question recovery share strong taking
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.
good large
By and large it was a very good quarter.
I don't see it as a share-gain game.
company despite marketing position press products
Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.
growth high year
That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.