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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (175524)	5/16/2006 6:35:50 PM
From: stockman_scott	Respond to of 176387

14:09 HPQ / Hewlett-Packard: earnings preview (31.23 -0.40) HPQ is scheduled to report today after the close, with analysts expecting EPS of $0.49 on revs of $22.6 bln. A.G Edwards is modeling 7.3% operating margin for HP's April quarter. The firm notes in recent quarters HPQ has been tremendously successful in beating profitability expectations through cost cutting. The firm says currency effects could help HPQ's top line and profitability, with the Euro and Yen having appreciated 3-4% since HPQ gave April quarter guidance in February. The firm says risk factors include decelerating worldwide PC and x86 server shipments, relatively weak printer results from Lexmark, little services growth shown by IBM, and pricing aggressiveness by Dell. The firms says HPQ's prospects appear bright and they expect HPQ will continue to make excellent progress in its restructuring.... Susquehanna says in light of Dell Computer's (DELL) recent negative pre-release, and some general concerns about the state of the PC market (on 4/19, Intel commented on "moderating PC demand"), the Street will be focused on HPQ's comments about the PC industry, looking for any signs of a slowdown that could potentially ripple into other areas of the PC supply chain. The firm says if HPQ were to clearly demonstrate market share gains, possibly at the expense of DELL, it could potentially provide a relief rally for the PC food chain as this may soften market concerns of a general industry slowdown. The firm notes HPQ has other offsets, as PCs only account for about 30% of HPQ's total revenue, such as imaging and printing, from which the Street is expecting a solid performance. In addition, the firm says the Street is expecting continued solid execution of HPQ's ongoing restructuring efforts. ~Briefing.com