Brent Bracelin
Brent Bracelin
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.
company
Schwartz has been at the company for a while.
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,
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 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.
question
That will happen. The question now is the magnitude.
call conference confident direct few impressive mark past record together track
Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.
beat great guidance raised results
You have great results there. They beat and raised guidance, so things look very, very strong.
certain gain landscape lose market maturing share struggle technology
With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.
chasing investors question revenue terms
The question for investors is what is HP chasing in terms of revenue and at what cost?
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.
competitor
HP is a better competitor now than it was.
december progress questions
If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.