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Letter "B" » Brent Bracelin Quotes
«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.»
«You can't read too much into Dell's news. The demand outlook hasn't changed,»
«Sun would rather cannibalize its own high-end sales than lose 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,»
«The question for investors is what is HP chasing in terms of revenue and at what cost?»
«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'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.»
«The question for investors is what is HP chasing in terms of revenue and at what cost?»
«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.»
«There have been lots of signals that Dell's business was falling.»

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