14 Quotes by Richard Gardner

Dell shares deserve a premium versus peers and the market due to above-market EPS growth.

They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.

In our view, it would be preferable for Dell to reduce margins, and even near-term growth, rather than destroy 20 years of brand equity.

Inventory buildup may have near-term negative impact on PC margins,

By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.