29 Quotes by Cindy Shaw

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.

The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.

This has been a story about fixing the business, and they've made great progress in the last 12 months. Now they need to bring in new business and grow the company.

It sounds like the fallout for EDS might not be as pronounced as some people had expected.

It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path.

It just seems like they had a formula that worked for them for a long time. They need to adapt their formula for the environment.

They've got some real smoking printers coming out. They have definitely gotten my attention.

The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.

In our view, earnings improvement in the last two quarters has been driven primarily by better execution.