Cindy Shaw Guidance Quotations

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.

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.

I think investors will be happy with that guidance.