15 Quotes by Bill Fearnley

We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.

On the PC side, we're seeing a rolling upgrade cycle. People are continuing to upgrade desktops and notebooks. We expect a strong back-to-school season, as well.

It isn't a demand issue. There will be some turbulence near-term based purely on component delivery issues that are beyond Apple's control.

Our research suggests that current IBM customers are considering other vendors and certainly Dell is on that short list,

People look for leadership in imaging from HP. These new products are a positive because it extends their bundling opportunities and they are able to use that as an edge against competitors.

People look for leadership in imaging from HP, ... These new products are a positive because it extends their bundling opportunities and they are able to use that as an edge against competitors.

With Apple, the big question is can they get enough G5 chips to cover demand for the quarter and going forward? The market and resellers are waiting for the new iMacs,

What people are looking for is confirmation from management that they believe corporate IT spending is getting better,

You have to look at Dell and say to yourself that it's had quite a run, ... neutral.