There have been lots of signals that Dell's business was falling.
More Quotes from Brent Bracelin:
You can't read too much into Dell's news. The demand outlook hasn't changed,Brent Bracelin
This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,
Brent Bracelin
Sun would rather cannibalize its own high-end sales than lose business,
Brent Bracelin
Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.
Brent Bracelin
Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery.
Brent Bracelin
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