21 Quotes by Richard Chu

We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

Usually major celebrations, in Chinese traditions, (are) a family affair.

I don't have high expectations for revenue gains from HP in this environment.

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.

The overriding issue is on getting the channel and distribution model in shape,

The decision opens up the possibility, which was really off the table before, that the new management will re-examine the possibility of possibly partitioning the company, which we view as positive for the stock.

To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.