Quotes by Cindy Shaw

“The guidance is a disappointment. Theyre apparently not expecting revenue growth really to pick up.”

“The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesnt appear to have confidence federal demand will improve in the current quarter.”

“It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and were 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.”

“Its nice to see that kind of improvement. It still doesnt compare to Dells margins, but HP is headed down the right path.”

“We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,”

“Theyve got some real smoking printers coming out. They have definitely gotten my attention.”

“We would remain on the sidelines pending evidence the plan is working.”

“This is not a company thats on the ropes, but I think its struggling to maintain the growth targets it has set for itself.”

“It just seems like they had a formula that worked for them for a long time. They need to adapt their formula for the environment.”

“We think Dell has been too focused on perfecting its existing model instead of adapting it to a changing environment. What was working for them before is no longer working.”