38 Quotes by Brent Bracelin

This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.

It's all market share gains for Dell. You will not see Dell hint at industry growth.

It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market.

Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.

That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.

Sun would rather cannibalize its own high-end sales than lose business,

By and large it was a very good quarter.

I don't see it as a share-gain game.

You can't read too much into Dell's news. The demand outlook hasn't changed,