This is obviously a strong quarter, but investors did have high expectations for what the company could do.

261

It's all market share gains for Dell. You will not see Dell hint at industry growth.

256

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.

229

Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.

208

This is further evidence of a deterioration in their business.

208

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.

202

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.

196

By and large it was a very good quarter.

161

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.

119