Cindy Shaw Quotations
Cindy Shaw Quotes about:
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Companies Quotes
Three-to-four years ago, in the worst of the downturn, the only money they spent was because got they got a really good return on investment and got it quickly. It was all about saving money. Now, companies are spending money on technology to become more competitive and to gain new capabilities.
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Above Quotes
It appears they have made fundamental, largely sustainable changes in the business. The guidance they offered today was above expectations, and we're seeing fundamental improvement in margins in this business pretty quickly under this new CEO. Margins in both the PC and imaging and printing businesses, which each account for 30 percent of revenue, were better than expected.
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Based Quotes
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.
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Aggressive Quotes
The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.