29 Quotes by Cindy Shaw

We would remain on the sidelines pending evidence the plan is working.

Three-to-four years ago, in the worst of the downturn, the only money they spent was because got they got a really good return on investment and got it quickly. It was all about saving money. Now, companies are spending money on technology to become more competitive and to gain new capabilities.

If they do write it off, that might imply they are negative about future profitability. To write it off would be contradictory.

IBM may be left to duke it out for the remaining half of the contract that has yet to be awarded.

We think Dell has been too focused on perfecting its existing model instead of adapting it to a changing environment. What was working for them before is no longer working.

I think investors will be happy with that guidance.

It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected.

Some of this is just a little relief rally,

I was hearing of some of these problems, but I hoped things were more under control.