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Brent Bracelin Quotes
You have great results there. They beat and raised guidance, so things look very, very strong.
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Brent Bracelin
You can't read too much into Dell's news. The demand outlook hasn't changed.
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Brent Bracelin
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.
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Brent Bracelin
We certainly see where this strategic relationship could benefit over time.
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Brent Bracelin
Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.
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Brent Bracelin
This is very specific technology... that helps them better manage their own blade server platform.
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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.
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Brent Bracelin
This is obviously a strong quarter, but investors did have high expectations for what the company could do.
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Brent Bracelin
This is further evidence of a deterioration in their business.
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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.
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Brent Bracelin
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