Brent Bracelin
Brent Bracelin
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.
competitor
HP is a better competitor now than it was.
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.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
blade helps manage specific technology
This is very specific technology that helps them better manage their own blade server platform.
reading
Reading too much into backlog and bookings can be misleading.
meat minor positive
There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.
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?
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.