(114 quotes found)
“Dell is the last of the big hardware companies to report, ... We expect them to deliver, but we view what they say as a non-event. There's a low probability that they'll talk about an industry-wide recovery.”
Brent Bracelin
“Dell, Intel, Cisco and Microsoft are stronger today than a few years ago.”
Daniel Boone
“At a company like Dell, it's a strategic variable. Their strategy is to have the best product at the best price. But in order to have this, the supply chain must be competitive. Everybody [at Dell] is trying to reduce costs, increase flexibility, reduce inventory and get their cash more quickly. All of these drive financial performance.”
Dan Hawthoff
“HP is a good example of a company that was very much about differentiated technology. With Dell competing with a very innovative supply chain, HP has had to remake its supply chain.”
“Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only happen after expectations have been reset to more reasonable levels. We believe downside on the stock is to the high $30s. We remain on the sidelines until then.”
Dan Niles
“Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.”
“Virtually every major corporation in America is considering some kind of employee-directed online health-management tool. Dell is one of the companies in the lead, but we believe [within] the next couple of years most employers will be in a similar position.”
Wayne Gattinella
“All regions have challenges and all regions have assets, Michael Dell started selling computers out of his trunk.”
David Gibson
“Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market.”
Walter Winnitzki
“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.”
