Beneath the headline numbers, Dell's FY Q4 06 was not confidence inspiring. Dell didn't gain PC share in the quarter, despite the fact that its gross margins declined meaningfully and the company had an extra week in the quarter.
More Quotes from Toni Sacconaghi:
We expect that currency headwind, which will negatively impact Q1 growth ... and rising memory prices, will force Dell to keep expectations low.Toni Sacconaghi
This is the fourth straight year where your priority is to make money. It's the third where your priority is to grow . You haven't fulfilled those priorities.
Toni Sacconaghi
This is consistent with our February 2002 worldwide IT spending survey results, which indicated that IT budgets remain highly uncertain and that IT capital spending growth in 2002 is likely to be modest.
Toni Sacconaghi
Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15 during calendar Q4 and Dell gained share.
Toni Sacconaghi
As much as we had hoped that our reseller checks would have been more encouraging, the fact is simply that demand continues to remain weak, with no imminent rebound,
Toni Sacconaghi
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