38 Quotes by Brent Bracelin
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- Author Brent Bracelin
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If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.
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I feel there's a change under way at Sun, I just wish it would happen faster. There doesn't seem to be a sense of urgency.
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I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround.
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HP is going to look much better coming out of this quarter than Dell and Lexmark.
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HP is a better competitor now than it was.
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Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.
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It feels like and it sounds like the momentum they have with the new products is now starting to turn in to revenue. This was really the first quarter that we heard users start to buy and upgrade older systems.
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That will happen. The question now is the magnitude.
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Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
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