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

To: TigerPaw who wrote (176105)	5/23/2008 1:20:40 AM
From: t2	Read Replies (1) \| Respond to of 176387

"Despite Challenges, Server Market Grew in Q1" nice article dated May 23,2008 internetnews.com quote: "Dell (NASDAQ: DELL) grew its marketshare by 6.6 percent in Q1 but its unit sales were up 15.8 percent, easily outpacing HP and IBM. "It does show that they've come back in terms of execution," Hewitt told InternetNews.com. "They seemed to be struggling for a while. I think this bodes well for them getting back on track, and shows they are doing a better job of improving their product line."

To: TigerPaw who wrote (176105)	5/23/2008 8:11:17 AM
From: t2	Respond to of 176387

That would only happen if the price of oil was based on a temporary shortage causing a supply and demand imbalance. I think instead that the price of oil mostly reflects the fall in the value of the dollar. Look instead to inflation and debt to establish when commidities quit rising in price and allow the U.S. market a chance to recover. I'm still selling rallies I agree it reflects the value of the dollar but in a different way. That is, funds are seeing it as an investment today and pouring billions of dollars into funds that buy oil futures; in a way it is just like the tech bubble of the late 1990s. Looks like a lot of people want to join in this "party". We are getting our parabolic move in oil right now. I don't know if you saw this video on cnbc about amount of money that has flowed into buying. I found it very interesting and explains the sudden gains. In addition, many commercials appear to be buying back their futures that were sold when price was lower. As for equities, except for certain situations like Dell, I am not that bullish. I look to play just earnings or valuation (eg Dell) stories. By way, Dell got upgraded today on the prospects for server sales today. Even if oil starts dropping in a big way, that might cause markets world wide to drop...just like the tech bubble did. Only bullish scenario is a slow and steady drop in oil prices but once it goes parabolic, you can forget about this posibility. cnbc.com

To: TigerPaw who wrote (176105)	7/15/2008 5:30:18 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Intel Second-Quarter Profit Climbs 25% on PC Demand (Update2) By Ian King July 15 (Bloomberg) -- Intel Corp., the world's biggest chipmaker, reported a 25 percent rise in second-quarter profit and gave a sales forecast that topped analysts' estimates after demand grew worldwide for personal-computer processors. Net income climbed to $1.6 billion, or 28 cents a share, from $1.28 billion, or 22 cents, a year earlier, Santa Clara, California-based Intel said today in a statement. Sales gained 9.1 percent to $9.47 billion. Chief Financial Officer Stacy Smith said he's seeing strong demand globally and hasn't felt any impact from a slowing U.S. economy. The outlook signals that technology may be holding up better than housing and financial markets. Intel also expects shipments of more-profitable laptop processors to overtake those of desktop-computer chips for the first time this year. ``The fact that they are maintaining guidance and said they see no slow-up in demand is very positive,'' said Michael Shinnick, a portfolio manager at First Source Bank in South Bend, Indiana, which owns about 190,000 Intel shares. ``We are getting data that the tech sector is doing better than other sectors in this economy.'' Intel rose 14 cents to $20.85 in extended trading after closing at $20.71 on the Nasdaq Stock Market. The stock had lost 22 percent this year on concern that Intel's growth was slowing. Third-quarter sales will be $10 billion to $10.6 billion, Intel said. Analysts surveyed by Bloomberg had estimated sales of $10.01 billion. New Markets Chief Executive Officer Paul Otellini sped up the introduction of new products last year, helping the company win market share from Advanced Micro Devices Inc., Intel's only remaining competitor in computer processors. Otellini, 57, is now focusing on returning to double-digit sales growth by expanding outside the PC chip market. Analysts had predicted that Intel would report second- quarter net income of 26 cents a share on sales of $9.33 billion, according to the Bloomberg survey. The year-earlier results included a tax benefit of 3 cents a share. Intel in April projected sales of between $9 billion and $9.6 billion. ``We saw the second quarter come in strong,'' Smith said in a telephone interview. ``Order patterns look pretty normal and inventory levels look normal.'' Intel, whose results serve as a bellwether for computer demand, ushered in earnings season for U.S. technology companies. Microsoft Corp., International Business Machines Corp. and Google Inc. will report on July 17, along with AMD. Notebook Sales Shipments of notebook processors rose about 5 percent from the first quarter, according to an estimate by Needham & Co. analyst Edwin Mok. Intel released an updated design of its best- selling Centrino notebook chips yesterday to fuel demand this quarter. ``The profitability and revenue trends are in the right direction,'' Ashok Kumar, a San Francisco-based analyst with CRT Capital Group, said in an interview with Bloomberg Television. ``The June quarter and near-term outlook are benefiting from share gains in the notebook segment.'' Intel's gross margin, the percentage of sales remaining after deducting production costs, was 55.4 percent last quarter, up from 53.8 percent in the previous three months. The company had forecast a margin of 56 percent. The margin will be about 58 percent in the third quarter, Intel said. Gross margin is the only profit measure that Intel projects. Flash Chips The Intel division that makes memory chips and other semiconductors had an operating loss of $706 million last quarter on sales of $300 million. The memory business formed a joint venture to produce so- called Nand flash memory with Micron Technology Inc. The operation is suffering from a glut of the products, which store data in mobile devices such as Apple Inc.'s iPhone. Prices of flash chips fell as much as 20 percent in June, Boise, Idaho- based Micron said last month. Otellini also is trying to win sales in the mobile-device market with a new chip called Atom. It's designed to power future smart phones such as the iPhone and Research In Motion Ltd.'s BlackBerry. To contact the reporter on this story: Ian King in San Francisco at ianking@bloomberg.net Last Updated: July 15, 2008 17:18 EDT