Kurt King
Kurt King
company job managing near news shows
In the near term, the news is positive. It shows the company is doing a better job of forecasting and managing expenses.
december failing guide later needs negative numbers periods point quarter remain report sun turning upside viewed
Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.
expected help margins sacrifice
I expected them to sacrifice margins a little more to help the top-line number.
home quarter solid unique
This was a solid quarter for Dell. But by their unique standards, it's not a home run.