Brent Bracelin Quotations

If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.

I feel there's a change under way at Sun, I just wish it would happen faster. There doesn't seem to be a sense of urgency.

I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround.

HP is going to look much better coming out of this quarter than Dell and Lexmark.

HP is a better competitor now than it was.

Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.

It feels like and it sounds like the momentum they have with the new products is now starting to turn in to revenue. This was really the first quarter that we heard users start to buy and upgrade older systems.

That will happen. The question now is the magnitude.

Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.

The outlook is bit of a surprise given the tepid guidance from Dell.

The question for investors is what is HP chasing in terms of revenue and at what cost?

You have great results there. They beat and raised guidance, so things look very, very strong.

With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.

But the near-term implications don't look that meaningful.

There could have been more meat on the bones, ... That said, it's still a minor positive for Sun.

We certainly see where this strategic relationship could benefit over time,

There have been lots of signals that Dell's business was falling.

The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.

Schwartz has been at the company for a while.

Reading too much into backlog and bookings can be misleading.

Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue. But people will look to see if aggressive pricing impacted (HP) as well.

Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery.

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

This is further evidence of a deterioration in their business.

This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,

This is obviously a strong quarter, but investors did have high expectations for what the company could do,

This is very specific technology that helps them better manage their own blade server platform.

This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.

It's all market share gains for Dell. You will not see Dell hint at industry growth.

It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market.

Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.

That's 6% to 9% growth. A year ago, they were (posting growth rates) in the high teens.

Sun would rather cannibalize its own high-end sales than lose business,

By and large it was a very good quarter.

I don't see it as a share-gain game.

You can't read too much into Dell's news. The demand outlook hasn't changed,

This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.

The job cuts don't change the competitive dynamic in the printers, server and storage markets. Will these changes help stem the share losses? That's certainly less clear.