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Letter "C" » Cindy Shaw Quotes
«The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.»
Author: Cindy Shaw
«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 doesn't appear to have confidence federal demand will improve in the current quarter.»
Author: Cindy Shaw
«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.»
Author: Cindy Shaw
«It's nice to see that kind of improvement. It still doesn't compare to Dell's margins, but HP is headed down the right path.»
Author: Cindy Shaw
«We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,»
Author: Cindy Shaw
«They've got some real smoking printers coming out. They have definitely gotten my attention.»
Author: Cindy Shaw
«We would remain on the sidelines pending evidence the plan is working.»
Author: Cindy Shaw
«This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.»
Author: Cindy Shaw
«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.»
Author: Cindy Shaw
«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.»
Author: Cindy Shaw
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