Brent Bracelin
Brent Bracelin
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.
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.
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.
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.
growth margins mean slowing year
The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.
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.
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.
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?