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DELL Market Currents
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12:10 AM Notable earnings after Tuesday's close: ADI, AVGO, CPWR, DELL, GES, PETM, PSS, QIHU, STV, TTWO
Comment![Earnings]
- Monday 5:35 PM Notable earnings after Tuesday's close: ADI, AVGO, CPWR, DELL, GES, PETM, PSS, QIHU, STV, TTWO [Earnings]
- Friday 6:52 PM As Microsoft (MSFT) and PC OEMs hope the fall release of Windows 8 systems featuring ARM-based (ARMH) processors will give their PC/tablet sales a lift, the OEMs are reportedly struggling to reach tablet price points they consider necessary to compete with the iPad (AAPL) and Kindle Fire (AMZN), due to Microsoft's insistence on a $90-$100 Windows license fee. Concerns also exist about the software compatibility issues facing ARM-based hardware. [Tech]
- Thursday 3:52 PM According to a Morgan Stanley chart, H-P's (HPQ +0.2%) annual operating profit/employee stands at just $35K. That puts it behind most of its enterprise hardware peers, including top rivals IBM ($49K), DELL ($48K), and EMC ($67K), and goes a long way towards explaining the company's reported plans to cut 25K jobs. [Tech]
- Thursday 12:58 PM Sterne Agee's Shaw Wu, who downgraded Dell (DELL -0.2%) in February following its FQ4 miss, is upgrading the company to Neutral ahead of Tuesday's FQ1 report. A low valuation (5x estimated calendar 2013 EPS ex-cash) is the main reason for the upgrade, though Wu is still worried about Dell's lack of growth, as well as its heavy PC exposure (70%-75% of sales) amidst tough competition (Apple on the high-end, Asian vendors on the low-end). [Tech, Quick Ideas]
DELL in Focus
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at CNBC.com (Tue, 12:26PM)
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at CNBC.com (Tue, 12:10PM)
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at MarketWatch.com (Tue, 11:01AM)
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at CNBC.com (Tue, 9:13AM)
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at MarketWatch.com (Tue, 6:40AM)
DELL Press Releases and Filings
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Business Wire (Mon, 9:00AM)
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Business Wire (Wed, 9:00AM)
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Business Wire (May 15, 2012)
DELL Latest Transcript
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Tue, Feb 21Popular searches: disk, cloud, inventory, supply, compellent, consumer, drive, equallogic, Government, HDD.
DELL Cramer
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DELL vs. ETF Alternatives
Company Description
Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More