Robert Cihra Quotes (8 Quotes)

Dell should be able -- for the next couple of quarters -- to come in a penny ahead of estimates.

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.

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.

If you go back to this time last quarter, expectations were low. This quarter, expectations are a lot higher.

Enterprise needs to be profitable so HP can say it's making money in all business groups for the first time since the Compaq merger closed.

The SEC investigation is weighing on the stock. It's a real unknown that is keeping a lid on IBM.

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.

The disk drive market is structurally in better shape than it has been in past seven years,