Apr 13, 2021 / 07:00PM GMT
Kathryn Lynn Huberty - Morgan Stanley, Research Division - MD and Research Analyst
Good day, everyone. I'm Katy Huberty, IT, hardware analyst at Morgan Stanley. As many of you know, over the past couple of quarters, we've become increasingly bullish on long-term PC demand, driven by increased PC penetration in the home, faster refresh cycles as notebooks grow and mix as well as the investments that will be required as companies return to the office and adjust to more hybrid work models.
While investors have been skeptical on this call around sustained PC strength, Dell is similarly constructive, and I'm looking forward to hosting a discussion on the PC renaissance with Sam Burd, EVP of Dell's Client Solutions Group. Sam is responsible for the success of Dell's commercial and consumer client portfolio. And his team is hard at work developing the next wave of solutions that will enable productivity, both in the office and at home.
Now before we begin the discussion, let me just mention that Dell Technologies' statements that relate to future results and events are forward-looking
Dell Technologies Inc Investor Call on Client Solutions Group Hosted By Morgan Stanley Transcript
Apr 14, 2021
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers