38 Quotes by Brent Bracelin

Schwartz has been at the company for a while.

Reading too much into backlog and bookings can be misleading.

Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue. But people will look to see if aggressive pricing impacted (HP) as well.

Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery.

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

This is further evidence of a deterioration in their business.

This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,

This is obviously a strong quarter, but investors did have high expectations for what the company could do,

This is very specific technology that helps them better manage their own blade server platform.