Brent Bracelin
Brent Bracelin
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.
company
Schwartz has been at the company for a while.
anyone beginning evidence looking people revenue sort upside
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.
company liked major seen turnaround
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.
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.
company high investors obviously strong
This is obviously a strong quarter, but investors did have high expectations for what the company could do,
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,
growth high year
That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.
meat minor positive
There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.
company growth slow slowing starts strategies
Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
benefit certainly relationship relationships strategic
We certainly see where this strategic relationship could benefit over time,
chasing investors question revenue terms
The question for investors is what is HP chasing in terms of revenue and at what cost?
beat great guidance raised results
You have great results there. They beat and raised guidance, so things look very, very strong.