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    1. A Look At Dell's First Quarter: Sloppy Execution And Cash Flow Questions

      Headlines

      Thu, 24 May 2012

      customer chooses an iPad or a Mac over a PC , some company prospers at the expense ..... thrives while another withers. If Dell 's ( DELL ) first quarter results have shown us anything, it is that Dell is suffering. Quarterly Overview After

    2. Hewlett - Packard Is On Its Way But Microsoft And Intel Are More Interesting

      Headlines

      Thu, 24 May 2012

      By Valuentum : Computer-giant Hewlett - Packard ( HPQ ) reported second-quarter earnings that were ..... the right direction for the company, and, unlike Dell ( DELL ), we think the company may be rebounding. We think

    3. As rivals falter, Lenovo has emerging market edge

      Headlines

      Thu, 24 May 2012

      turf advantage in the world's biggest computer market and a foothold in major emerging economies, China's Lenovo Group is looking to turn market share into profit, heaping more pressure on U.S. rivals Hewlett - Packard Co and Dell Inc .

    4. Dell And HP Earnings Results Show Importance Of Leadership And Cost Cutting

      Headlines

      Thu, 24 May 2012

      By Benjamin Goldman : Dell ( DELL ) and Hewlett Packard ( HPQ ) got very different reactions ..... after their earnings reports. For Dell , it was more of the same: lowered ..... HP will continue to outperform Dell in the near future unless Dell

    5. Despite Layoffs, Signs of Stability Emerge from Hewlett - Packard

      Commentary

      Wed, 23 May 2012

      0.88-$0.91 per share. Total revenue declined 3% year over year, to $30.7 billion. The PC segment fared better than rival Dell DELL , with flat year-over-year growth. The enterprise hardware division (ESSN) continued to struggle

    6. Some positives from H-P's FQ2 earnings call (webcast): The company passed Dell to become the world's #1 enterprise PC vendor; PC ASPs rose; the 3PAR storage unit again saw 100%+ Y/Y growth; Gen 8 ...

      Headlines

      Wed, 23 May 2012

      Some positives from H-P's FQ2 earnings call ( webcast ): The company passed Dell to become the world's #1 enterprise PC vendor; PC ASPs rose; the 3PAR storage unit again saw 100%+ Y/Y growth; Gen 8 server ramp strong

    7. More on H-P's FQ2: PC division sales flat Y/Y, much better than Dell's numbers and a big improvement from FQ1's 15% drop. Enterprise hardware -6% (-10% in FQ1) as server declines offset modest ...

      Headlines

      Wed, 23 May 2012

      More on H-P's FQ2 : PC division sales flat Y/Y, much better than Dell 's numbers and a big improvement from FQ1's 15% drop . Enterprise hardware -6% (-10% in FQ1) as server declines offset

    8. Dell's strategy questioned as shares dive

      Headlines

      Wed, 23 May 2012

      (Reuters) - Shares of Dell Inc plunged 17 percent Wednesday after a disappointing revenue forecast spurred fears that global tech spending is weakening faster than anticipated and raised doubts about the PC maker's strategy.

    9. For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC -related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell's ([[ DELL ]] -15.8%) ...

      Headlines

      Wed, 23 May 2012

      For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC -related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell 's ( DELL -15.8% ) notebook sales. Rival H

    10. More on Dell : Though lowering its PT, Stifel tries to make a bull case for the company. It views a growing mix shift to non- PC enterprise solutions (now 31.4% of revenue) as a positive, as well as ...

      Headlines

      Wed, 23 May 2012

      More on Dell : Though lowering its PT, Stifel tries to ..... company. It views a growing mix shift to non- PC enterprise solutions (now 31.4% of revenue ..... story" driving shares higher. Also of note: Dell , which has a market cap of $22.9B now

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