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Technology Stocks : Dell Technologies Inc.

DELL 126.24

-0.1%

1:34 PM EST

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To: TigerPaw who wrote (175432)	2/16/2006 11:48:46 AM
From: stockman_scott	of 176387

18:10 HPQ Hewlett-Packard Conference Call Summary (31.67 -0.82) -Update- 2/15/06 Looking forward bear in mind historically operating expenses increase ~4-5% in currency from Q1 to Q2... CapEx guidance remains unchanged; total CapEx of $2.8 bln, net CapEx $2.2 bln for Y06... co notes they have hedged there $4.0 bln share repurchase... Not giving Q3 and Q4 guidance today; reminds analysts that Q3 is always tough due to seasonality in Europe; 'As you build your models for the rest of the year, keep in mind this seasonality adversely impacts both revenue and earnings in Q3'... co states that restructuring is still on track... co says had strong growth with regard to EVA and XP growth rates comparative to the rest of the market; says storage growth on non-tape products was very strong in quarter... co will make investments particularly in their demand creation model to put more effort into creating demand particularly in the commercial printing space and in the enterprise... co does not state anything interesting regarding linearity in the quarter... co has been working hard on cost and expect to continue this going forward... pricing environment in enterprise segment: pricing environment in enterprise segment: co says that it is always competitive; did not see anything out of the ordinary in Q1; expect it to continue to be aggressive ... notes DRAM prices were up in Q1; processor supply has finally normalized; prices on panels have dropped post holiday... win rate versus DELL by channel partners was the best in years; co is pleased with their success and will put more energy behind their partners; will put more energy into consumer. -Briefing.com

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