Brent Bracelin
Brent Bracelin
lose rather sales sun
Sun would rather cannibalize its own high-end sales than lose business,
becoming business core course driven imaging looks par pc printing quarter strength strong upside
It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market.
demand outlook
You can't read too much into Dell's news. The demand outlook hasn't changed,
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.
certainly change changes cuts dynamic help job less share stem storage
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.
bit given guidance outlook surprise
The outlook is bit of a surprise given the tepid guidance from Dell.
coming quarter
HP is going to look much better coming out of this quarter than Dell and Lexmark.
change happen seem wish
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.
But the near-term implications don't look that meaningful.
buy feels heard momentum older products quarter sounds starting turn upgrade users
It feels like and it sounds like the momentum they have with the new products is now starting to turn in to revenue. This was really the first quarter that we heard users start to buy and upgrade older systems.