Cindy Shaw
Cindy Shaw
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.
fallout might people sounds
It sounds like the fallout for EDS might not be as pronounced as some people had expected.
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.
coming definitely gotten printers smoking
They've got some real smoking printers coming out. They have definitely gotten my attention.
driven earnings improvement last primarily quarters
In our view, earnings improvement in the last two quarters has been driven primarily by better execution.
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.
contract duke half ibm left remaining
IBM may be left to duke it out for the remaining half of the contract that has yet to be awarded.
apparently expecting growth guidance pick revenue
The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
guidance happy investors
I think investors will be happy with that guidance.
relief
Some of this is just a little relief rally,
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.
bit mixed results toward
The results are mixed with a near-term bit toward the negative.
hearing hoped
I was hearing of some of these problems, but I hoped things were more under control.
bucks company earnings given itself outrageous price sell trying
We all know this company has been trying to sell itself for 65 bucks (a share) minimum, which was a pretty outrageous price given the earnings outlook.