Brent Bracelin
Brent Bracelin
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.
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.
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.
gains industry market share
It's all market share gains for Dell. You will not see Dell hint at industry growth.
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.
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.
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.
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.
benefit certainly relationship relationships strategic
We certainly see where this strategic relationship could benefit over time,