This is further evidence of a deterioration in their business.
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.
change share job
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.
progress company
By and large it was a very good quarter.
good
With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.
technology gain market struggle share lose landscape
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.
business positive forward execution
Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.
environment strong market share question recovery challenging
This is obviously a strong quarter, but investors did have high expectations for what the company could do
strong expectations company
It's all market share gains for Dell. You will not see Dell hint at industry growth.
growth market share industry
Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
growth acquisition company
business evidence
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