29 Quotes by Cindy Shaw

We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,

We view this as a legal way of artificially boosting earnings by moving expenses to a place where investors generally won't see them.

We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.

When earnings are improving, a company is less likely to take a write-off.

We all know this company has been trying to sell itself for 65 bucks (a share) minimum, which was a pretty outrageous price given the earnings outlook.

We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.

We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.

The results are mixed with a near-term bit toward the negative.

Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition.