Cindy Shaw
Cindy Shaw
guidance happy investors
I think investors will be happy with that guidance.
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.
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.
based citing conference cost credited cutting driver earnings execution finally growth headlines improving investors key questions realizing results wisdom
We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.
earnings management quality tactic
We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.
concerns cost credit cutting finally fully improving investors possibly putting realizing reflected rest
We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.
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.
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.