Everybody is rushing to TVs and suppliers, through natural competition will slim down a bit. Over time, companies will have to make the decision to stay in or get out.
More Quotes from Bill Fearnley:
I notice a lot of people walking around with white headphones.Bill Fearnley
You have to look at Dell and say to yourself that it's had quite a run, ... neutral.
Bill Fearnley
We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.
Bill Fearnley
You're seeing a land grab attempt. As everybody rushes in, there will be incremental revenue gains but it remains to be seen what the gross profits will be.
Bill Fearnley
What people are looking for is confirmation from management that they believe corporate IT spending is getting better,
Bill Fearnley
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