38 Quotes by Brent Bracelin

The outlook is bit of a surprise given the tepid guidance from Dell.

The question for investors is what is HP chasing in terms of revenue and at what cost?

You have great results there. They beat and raised guidance, so things look very, very strong.

With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.

But the near-term implications don't look that meaningful.

There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.

We certainly see where this strategic relationship could benefit over time,

There have been lots of signals that Dell's business was falling.

The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.