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.
More Quotes from Cindy Shaw:
The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.Cindy Shaw
We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages low prices and superior service.
Cindy Shaw
The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.
Cindy Shaw
We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.
Cindy Shaw
It sounds like the fallout for EDS might not be as pronounced as some people had expected.
Cindy Shaw
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.
Cindy Shaw
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