We have been citing improving execution as a key driver of earnings growth while conventional wisdom and headlines have credited cost cutting. Based on yesterday's results and questions on yesterday's conference call, we think investors are finally realizing that cost cutting is only part of the story.

Cindy Shaw

Citing Conventional Credited Driver Earnings Execution Growth Headlines Improving Key Wisdom

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We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.

ConcernsCreditExecution

We do not look favorably upon this tactic as we think it reduces quality of earnings and reduces management accountability and transparency.

AccountabilityEarningsManagement

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.

DisappointmentGrowthGuidance

I don't think it matters necessarily. What matters is the execution of our strategy (of pursuing) profitable growth.

— Joe Eberhardt

ExecutionGrowth