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More - Richard Chu Quotes

We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money. - Richard Chu Quotes

We believe that the CEO will tighten operations execution. Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk. - Richard Chu Quotes

Plainly, under any reasonable scenario (barring one that is accomplished overnight), such a platform shift can be expected to cause some transition risk.

We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money. - Richard Chu Quotes

We believe that the CEO will tighten operations execution, ... Business is trending in the right direction, underlying franchises are strong, and what is missing is attention to operational execution, a situation that we believe will be rectified. We think this is an attractive place to put new money.

[Separately, SG Cowen repeated its] strong buy ... recent battering has been overdone. - Richard Chu Quotes

[Separately, SG Cowen repeated its] strong buy ... recent battering has been overdone.

I don't have high expectations for revenue gains from HP in this environment. - Richard Chu Quotes

I don't have high expectations for revenue gains from HP in this environment.

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that. - Richard Chu Quotes

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive. - Richard Chu Quotes

The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive.

In that sense, they were able to deliver more positive news, even though sales into the channel were up only 17 percent while sales out of the channel were up 36 percent. Those numbers should be equal. But with inventory at three weeks, they ought to be able to drive sales more aggressively in the channel. - Richard Chu Quotes

In that sense, they were able to deliver more positive news, even though sales into the channel were up only 17 percent while sales out of the channel were up 36 percent. Those numbers should be equal. But with inventory at three weeks, they ought to be able to drive sales more aggressively in the channel.

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There is so much flux there ... I don't see it as a direct challenge to Dell. - Richard Chu Quotes

There is so much flux there ... I don't see it as a direct challenge to Dell.

At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months, - Richard Chu Quotes

At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,

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