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Brent Bracelin Quotes
Reading too much into backlog and bookings can be misleading.
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Brent Bracelin
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It's all market share gains for Dell. You will not see Dell hint at industry growth.
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Brent Bracelin
If they don't show substantial progress in the December quarter, they are going to have a lot of questions to answer.
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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.
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Brent Bracelin
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