Cindy Shaw
Cindy Shaw
company earnings less likely
When earnings are improving, a company is less likely to take a write-off.
bit mixed results toward
The results are mixed with a near-term bit toward the negative.
bring business fixing great grow last progress
This has been a story about fixing the business, and they've made great progress in the last 12 months. Now they need to bring in new business and grow the company.
company growth maintain struggling targets
This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.
company consider consistent losing loss ominous share view
The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.
advantage competition level lower prices pricing ratings
Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition.
driven earnings improvement last primarily quarters
In our view, earnings improvement in the last two quarters has been driven primarily by better execution.
achieve help provide reputation scale services strengths technology
In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary.
fallout might people sounds
It sounds like the fallout for EDS might not be as pronounced as some people had expected.
coming definitely gotten printers smoking
They've got some real smoking printers coming out. They have definitely gotten my attention.
aggressive appear confidence consumer current demand easily federal improve latter miss prices primarily public revenue split weak
The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.
apparently expecting growth guidance pick revenue
The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
adapt formula seems worked
It just seems like they had a formula that worked for them for a long time. They need to adapt their formula for the environment.
compare headed nice
It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path.