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My Favorite Quotes
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 Brent Bracelin - “But for now it's all future stuff.”
 Brent Bracelin - “It's all market share gains for Dell. You will not see Dell hint at industry growth.”
 Brent Bracelin - “That's 6 to 9 growth. A year ago, they were (posting growth rates) in the high teens.”
 Brent Bracelin - “The slowing growth and deteriorating margins could mean that 2006 will be a more challenging year than 2005 was.”
 Brent Bracelin - “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 - “You can't read too much into Dell's news. The demand outlook hasn't changed,”
 Brent Bracelin - “Mark has put together an impressive track record over the past few years at NCR. And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.”
 Brent Bracelin - “Mark has put together an impressive track record over the past few years at NCR, ... And the conference call went well. It was short, direct and concise. He's confident that he can come in and make a difference.”
 Brent Bracelin - “The question for investors is what is HP chasing in terms of revenue and at what cost”
 Brent Bracelin - “Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue. But people will look to see if aggressive pricing impacted (HP) as well.”
 Brent Bracelin - “Dell's commentary implied that Dell was probably overly aggressive on price, and that's probably more of a company-specific issue than an industry specific issue, ... But people will look to see if aggressive pricing impacted (HP) as well.”
 Brent Bracelin - “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,”
 Brent Bracelin - “Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.”
 Brent Bracelin - “This is obviously a strong quarter, but investors did have high expectations for what the company could do,”
 Brent Bracelin - “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.”
 Brent Bracelin - “Schwartz has been at the company for a while.”
 Brent Bracelin - “Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.”
 Brent Bracelin - “The job cuts don't change the competitive dynamic in the printers, server and storage markets. Will these changes help stem the share losses That's certainly less clear.”
 Brent Bracelin - “There have been lots of signals that Dell's business was falling.”
 Brent Bracelin - “Sun would rather cannibalize its own high-end sales than lose business,”
 Brent Bracelin - “This is further evidence of a deterioration in their business.”
 Brent Bracelin - “This is the last major positive catalyst for the stock. Going forward, shares should track more closely with the fundamentals of the business because now investors will be focused on execution.”
 Brent Bracelin - “It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market.”
 Brent Bracelin - “We certainly see where this strategic relationship could benefit over time,”
 Brent Bracelin - “If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.”