Kurt King Quotations

This was a solid quarter for Dell. But by their unique standards, it's not a home run.

I expected them to sacrifice margins a little more to help the top-line number.

It doesn't change the dismal long-term picture because the company is continuing to shrink. Without recovering market share it won't have a turnaround.

The question is: Is Dell dropping the ball or are analysts' expectations rising? I think it's more of the latter. It's almost expected that Dell will do the unexpected.

Dell looks like a momentum play and is ready to get back on its old path of meeting or beating estimates.

The Unix server business is more of a wild card. They're either going to have to gain some market share or accelerate their efforts on the services and software side. But the markets they're going after certainly support that kind of growth.

Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.

In the near term, the news is positive. It shows the company is doing a better job of forecasting and managing expenses.