Richard Gardner
Richard Gardner
costs quarter slower
They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.
impact inventory negative pc
Inventory buildup may have near-term negative impact on PC margins,
introduced major microsoft platform upgrade year
By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.
deserve due market peers premium shares versus
Dell shares deserve a premium versus peers and the market due to above-market EPS growth.
problem
I have a real problem with the access,
continues cost education gateway government lose lower normally quarter segment share stronger
Q3 is normally a seasonally stronger quarter for government and education sales. This suggests Gateway continues to lose share in this segment to lower cost competitors.
assured call concerns consensus estimates full innovative management pipeline raising rise street wall
Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.
brand destroy preferable rather reduce
In our view, it would be preferable for Dell to reduce margins, and even near-term growth, rather than destroy 20 years of brand equity.
cameras cheaper creating editing home seven sold today videos
These applications are going to get cheaper and cheaper and I really do see a day when we're all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital.
move sign view
We view Apple's move as a sign of things to come.
ahead august buy continue investors product recommend shares time
We continue to recommend that investors buy the shares ahead of the product refreshes in the May to August time frame.