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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: sixty2nds who wrote (28650)	2/16/2006 7:47:14 PM
From: sixty2nds	Read Replies (1) of 95652

16:17 DELL Dell beats by $0.02; issues downside Q1 guidance (31.96 +0.19) Reports Q4 (Jan) earnings of $0.43 per share, $0.02 better than the Reuters Estimates consensus of $0.41; revenues rose 12.8% year/year to $15.18 bln vs the $14.83 bln consensus. DELL reports Q4 gross margin 18.4%. Co issues downside guidance for Q1, sees EPS of $0.39-0.41 excluding an estimated $0.03 in stock based compensation, vs. $0.42 consensus; sees Q1 revs of $14.2-14.6 bln vs. $14.72 bln consensus. The co plans to repurchase at least $1.2 bln in stock during the next quarter. The transition to mobility products worldwide resulted in revenue increases of 22% on shipment increases of 47% year-over-year. Dell increased storage revenues 41% year-over-year. Shipment of servers increased 11% year-over-year, with strong growth in EMEA and APJ. Revenue for enhanced services was up 26%. Revenue for imaging products was up 17% year-over-year as Dell moved its focus from single-function inkjets to color laser and all-in-one inkjet printers. Consumable revenue continued to grow and contribute more to overall imaging revenue, driving stronger profitability.

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