Dell should be able -- for the next couple of quarters -- to come in a penny ahead of estimates.
More Quotes from Robert Cihra:
If you go back to this time last quarter, expectations were low. This quarter, expectations are a lot higher.Robert Cihra
The disk drive market is structurally in better shape than it has been in past seven years,
Robert Cihra
Although they're proving that they don't need a strong business market to grow, it certainly will become more critical going forward. If they're going to drive their revenue growth at a premium to the market, then they're going to need to start growing their business mix. But I think they will be able to do that after this year.
Robert Cihra
Not only is Dell growing and taking share but Dell is growing in the right places -- notebooks, servers and storage, which have higher prices and higher margins.
Robert Cihra
That leaves you with little or no organic growth. Coming up with true organic growth is always a challenge for a company of IBM's size and that's likely to remain a concern in the future.
Robert Cihra
The SEC investigation is weighing on the stock. It's a real unknown that is keeping a lid on IBM.
Robert Cihra
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