Cindy Shaw Quotations

Some of this is just a little relief rally,

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.

We would remain on the sidelines pending evidence the plan is working.

We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.

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.

We view this as a legal way of artificially boosting earnings by moving expenses to a place where investors generally won't see them.

IBM may be left to duke it out for the remaining half of the contract that has yet to be awarded.

We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.

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.

Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition.