Cindy Shaw
Cindy Shaw
evidence plan remain sidelines
We would remain on the sidelines pending evidence the plan is working.
companies gain good investment money return saving spending spent technology worst
Three-to-four years ago, in the worst of the downturn, the only money they spent was because got they got a really good return on investment and got it quickly. It was all about saving money. Now, companies are spending money on technology to become more competitive and to gain new capabilities.
coming definitely gotten printers smoking
They've got some real smoking printers coming out. They have definitely gotten my attention.
guidance happy investors
I think investors will be happy with that guidance.
above account appears both business changes guidance imaging improvement largely margins offered pc percent printing quickly seeing today
It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected.
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.
driven earnings improvement last primarily quarters
In our view, earnings improvement in the last two quarters has been driven primarily by better execution.
adapting changing existing focused instead longer model perfecting
We think Dell has been too focused on perfecting its existing model instead of adapting it to a changing environment. What was working for them before is no longer working.