Dell: Bearish Investors, Bullish Partners?
For the second consecutive quarter, Wall Street wasn’t impressed with Dell’s financial performance, but the hardware giant seems to be making continued progress with channel partners. Dell Channel Chief Greg Davis and other team members gave The VAR Guy a few updates today. Take a look.
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Hewlett-Packard’s latest quarterly results, announced today, beat Wall Street’s expectations and CEO Mark Hurd is raising earnings guidance for 2010. HP sounds downright bullish. Will Michael Dell be equally bullish when Dell announces earnings on Feb. 18? Here are some clues, some of which involve Dell’s PartnerDirect partner program.
Will the real Dell please stand up? Following yesterday’s quarterly financial statement, Wall Street is bearish on Dell today. Still, Dell Channel Chief Greg Davis sounds bullish about the company’s partner program. Here are some observations.
TheVARguy.com and MSPmentor are confirmed to interview Dell Channel Chief Greg Davis in a few days. If you have questions for Davis, feel free to email me (joe [at] ninelivesmediainc.com) or post a comment below. I hope to weave in five or more reader questions during my conversation with Davis.
“And now, a special economic message from our channel chief.” That sums up recent moves by Microsoft, Dell and now Cisco Systems. All three companies have put their channel chiefs front-and-center with blog, podcast and video messages to partners in recent days. The latest nugget comes from Cisco Worldwide Channel Chief Keith Goodwin (pictured). Here’s the scoop (and the video).
