mb - hwp said that their ink jet market is under pressure, margins are getting lower at least. That's going to take out a bite. mb, the margins in the pc area stink, but unit growth i think can continue. I've also heard a lot of good things about dell's marketing eating the smaller guy. Dell could probably grow earnings just by gaining market share, hwp can't. dell's margins may suffer, hwp's definitely will. I think dell will hit or beat estimates, probably the way msft did, hwp is anyones guess, but i've heard printer demand has been strong, so they'll probably beat it a little, it's a tough call though.
Is this the beginning or middle of a correction or bear market, or just fears and profit taking??? I noticed how all the bleeding came from the big caps, the smaller stuff didn't bleed much. I think it is just a healthy reality check.
sg (always appreciate your imput) |
