Cindy Shaw Quotations

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

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.

If they do write it off, that might imply they are negative about future profitability. To write it off would be contradictory.

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

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.

I think investors will be happy with that guidance.

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.

Some of this is just a little relief rally,

I was hearing of some of these problems, but I hoped things were more under control.

We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,

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

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.

When earnings are improving, a company is less likely to take a write-off.

We all know this company has been trying to sell itself for 65 bucks (a share) minimum, which was a pretty outrageous price given the earnings outlook.

We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.

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

The results are mixed with a near-term bit toward the negative.

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.

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.

The U.S. share loss is consistent with our view the company is losing share in its established markets, which we consider an ominous trend.

This has been a story about fixing the business, and they've made great progress in the last 12 months. Now they need to bring in new business and grow the company.

It sounds like the fallout for EDS might not be as pronounced as some people had expected.

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.

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.

They've got some real smoking printers coming out. They have definitely gotten my attention.

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.

In our view, earnings improvement in the last two quarters has been driven primarily by better execution.

In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary.

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.