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Cindy Shaw quotes

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    I Like this quote I dislike this quote“The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.”

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    I Like this quote I dislike this quote“The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path.”

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    I Like this quote I dislike this quote“We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,”

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    I Like this quote I dislike this quote“They've got some real smoking printers coming out. They have definitely gotten my attention.”

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    I Like this quote I dislike this quote“We would remain on the sidelines pending evidence the plan is working.”

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    I Like this quote I dislike this quote“This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“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.”

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