“HP is going to look much better coming out of this quarter than Dell and Lexmark,”
Brent Bracelin
“HP is going to look much better coming out of this quarter than Dell and Lexmark.”
“Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up.”
Walter Winnitzki
“We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry,”
Chris Whitmore
“We took a piece of information last night coming out from Dell Computer that six months ago might have had the market down and chose that as a catalyst to rally.”
Charles White
“We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry.”
“Dell should be able -- for the next couple of quarters -- to come in a penny ahead of estimates.”
Robert Cihra
