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

To: Sexton O Blake who wrote (176295)	2/16/2011 1:05:46 PM
From: Sonki	Respond to of 176387

this thread is ghost town !only one upgrade today ... Stifel Nicolaus Reiterated Buy $16 $18 it's up 10% and still lots of money flowing in this stock. where is kimble? DELL beats by $0.16, reports revs in-line; guides FY12 revs above consensus (DELL) 13.91 -0.18 : Reports Q4 (Jan) earnings of $0.53 per share, $0.16 better than the Thomson Reuters consensus of $0.37; revenues rose 5.3% year/year to $15.69 bln vs the $15.71 bln consensus. Reports Q4 non-GAAP operating margins of 6.5% vs 6.3% Thomson Reuters consensus. DELL sees FY12 rev +5-9% vs. +4.7% consensus (equates to ~$64.6-67.0 bln vs. $64.43 bln Thomson Reuters consensus). DELL sees FY12 non-GAAP operating income growth of 6-12%, may not compare to +5.6% consensus... For its fiscal-year 2012, DELL expects revenue growth of 5 to 9 percent, non-GAAP operating income growth of 6 to 12 percent, and continued strong execution on cash flow with cash flow from operations exceeding net income. In its first quarter of fiscal-year 2012, DELL expects normal seasonal declines in its consumer and public businesses and, as such, a slight sequential decline in revenue (consensus calls for -1.5% QoQ).

To: Sexton O Blake who wrote (176295)	5/17/2011 8:23:20 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Dell Profit Tops Analysts’ Estimates on Corporate Spending By Aaron Ricadela May 17 (Bloomberg) -- Dell Inc., the world’s second-largest personal-computer maker, reported first-quarter profit that topped analysts’ estimates, bolstered by corporate technology spending. The shares jumped in extended trading. Net income rose to $945 million, or 49 cents a share, from $341 million, or 17 cents, a year earlier, the company said today in a statement. Excluding certain costs, earnings were 55 cents in the period, which ended April 29. Analysts estimated 43 cents on average, according to data compiled by Bloomberg. Dell’s emphasis on business customers, bolstered by an expansion into corporate data centers, is helping it withstand a slump in consumer technology. A slowdown in home-computer sales has roiled PC industry leader Hewlett-Packard Co., which cut its annual sales forecast earlier today. While Dell also saw its consumer revenue drop, the company said it was able to squeeze more profit out of each sale. “They executed much better than expected despite strong headwinds,” said Shaw Wu, an analyst at Sterne Agee & Leach Inc. in San Francisco. Dell gets about 20 percent of sales from consumers, compared with about 30 percent at Hewlett-Packard, said Wu, who has a neutral rating on Dell shares. Dell rose as much as 5.6 percent to $16.79 in late trading after the results were released. The shares, up 17 percent this year, had closed at $15.90 earlier on the Nasdaq Stock Market. Hewlett-Packard Drops That compares with a 7.3 percent plunge for Hewlett-Packard shares today. That company lopped $1 billion from its full-year sales forecast, predicting revenue of $129 billion to $130 billion. Excluding some costs, earnings will be at least $5 a share, Palo Alto, California-based Hewlett-Packard said. Analysts had estimated sales of $130.3 billion and earnings of $5.24 on average. Dell said operating income will increase 12 percent to 18 percent this year. When the Round Rock, Texas-based company last reported its earnings in February, it predicted a range of 6 percent to 12 percent. Dell reiterated its full-year sales growth forecast of 5 percent to 9 percent, indicating revenue of at least $64.6 billion. Sales last quarter rose less than 1 percent to $15 billion, Dell said. Analysts had estimated $15.4 billion on average. Consumer revenue declined 7.5 percent to $3 billion. More Profitable “Revenue’s light in general,” Chief Financial Officer Brian Gladden said in an interview. “Consumer demand was a bit weaker than expected. But we’ve dramatically improved the profitability of the consumer business.” Dell also is seeking acquisitions in an effort to tap the market for cloud computing, which delivers software and data over the Internet. It bought data-storage company Compellent Technologies for about $800 million in February. “We’re moving much more into the core of IT and the data center, increasingly with our own intellectual property,” Chief Executive Officer Michael Dell told analysts on a conference call today. The company also has benefitted from businesses replacing older PCs with new ones running Microsoft Corp.’s Windows 7 operating system. The broader PC market declined last quarter. Global shipments fell 3.2 percent, hurt in part by some consumers buying tablets instead, research firm IDC reported last month. In the U.S., shipments dropped 10.7 percent from a year earlier to 16.1 million. Dell had 12.8 percent of the global PC market last quarter, ranking behind Hewlett-Packard and ahead of Acer Inc., according to Framingham, Massachusetts-based IDC. To contact the reporters on this story: Aaron Ricadela in San Francisco at aricadela@bloomberg.net To contact the editor responsible for this story: Tom Giles at tgiles5@bloomberg.net Last Updated: May 17, 2011 17:46 EDT