
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
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
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 .
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
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
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
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
(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.
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
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