“I think the election added to the downward movement but it really was Dell that started it off.”
Sam Stovall
“If we're going to win the pennant, we've got to start thinking we're not as good as we think we are.”
Casey Stengel
“All regions have challenges and all regions have assets, Michael Dell started selling computers out of his trunk.”
David Gibson
“We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.”
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.”
“Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out.”
Walter Winnitzki
“There have been times I think when Dell may have been the only guy out there that really still believed it could happen.”
Steve MacFarlane
