Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.
This is a stock that is not going to trade based on a relative valuation. It's going to trade more on clearing hurdles. As the company successfully clears them, the stock will react,
Schwartz has been at the company for a while.
This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.
This is obviously a strong quarter, but investors did have high expectations for what the company could do,
Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.