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Cindy Shaw Quotes
«I think investors will be happy with that guidance.»
«In our view, earnings improvement in the last two quarters has been driven primarily by better execution.»
«It sounds like the fallout for EDS might not be as pronounced as some people had expected.»
«We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.»
«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.»
«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.»
«I was hearing of some of these problems, but I hoped things were more under control.»
«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.»
«All of a sudden it's more attractive.»
«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.»