Unnamed: 0
stringlengths 3
8
| Date
stringlengths 23
23
| Article_title
stringlengths 1
250
| Stock_symbol
stringlengths 1
5
| Url
stringlengths 44
135
| Publisher
stringclasses 1
value | Author
stringclasses 1
value | Article
stringlengths 1
343k
| Lsa_summary
stringlengths 3
53.9k
| Luhn_summary
stringlengths 1
53.9k
| Textrank_summary
stringlengths 1
53.9k
| Lexrank_summary
stringlengths 1
53.9k
| uuid
stringlengths 36
36
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
726700.0
|
2012-08-02 00:00:00 UTC
|
Hewlett-Packard & Dell Dive into Tablet Mania
|
DELL
|
https://www.nasdaq.com/articles/hewlett-packard-dell-dive-tablet-mania-2012-08-02
|
nan
|
nan
|
PCs appear to be taking a backseat to the ever popular and always innovative tablets, currently offered from the likes of Apple (NASDAQ: AAPL ), Amazon.com (NASDAQ: AMZN ) and soon Microsoft (NASDAQ: MSFT ). As the competition comes to a head, others want to hop on the bandwagon before it's too late, as Hewlett-Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) are both set to launch combination tablet PCs after the release of Windows 8.
According to DigiTimes , the competitive duo will each begin a new Windows tablet venture in 2012, with Hewlett-Packard adopting chip solutions from Texas Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ: ).
Both Hewlett-Packard and Dell have some fierce sales to catch up to if they plan on dominating the tablet industry anytime soon. Taiwanese supply chain makers recently said that Apple is expected to move about 19.5 million iPad and iPad 2 panels in the company's third quarter alone.
"As Apple is revising the new iPad and plans to launch a new version of iPad, the vendor is expected to adjust inventory level of iPad panels, with shipments decreasing in July and August and then increasing in September, the sources said," DigiTimes reports.
While Apple's autumn shipments are projected to experience a boost, Hewlett-Packard may see a rough month in October. Jefferies noted that the company may endure weak printer sales, as foreshadowed by Canon's (NYSE: ) lowered printer guidance (the company from which Hewlett-Packard sources its laser printer engines).
However, these estimates could all change with the introduction of a new tablet. The question is, when can the new models be expected to launch?
While the report stated that competition such as Asutek Computer and Toshiba have already introduced Windows RT tablet PC designs, it gave no indication for when Hewlett-Packard would drop its model on the scene.
Dell's Windows RT tablet PC will likely be made available on store shelves after October 26.
Hewlett-Packard closed Wednesday at $17.66, down nearly 31.5 percent year-to-date, while Dell was also down about 19.5 percent year-to-date, closing at $11.79.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Both Hewlett-Packard and Dell have some fierce sales to catch up to if they plan on dominating the tablet industry anytime soon. As the competition comes to a head, others want to hop on the bandwagon before it's too late, as Hewlett-Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) are both set to launch combination tablet PCs after the release of Windows 8. According to DigiTimes , the competitive duo will each begin a new Windows tablet venture in 2012, with Hewlett-Packard adopting chip solutions from Texas Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ: ).
|
Dell's Windows RT tablet PC will likely be made available on store shelves after October 26. As the competition comes to a head, others want to hop on the bandwagon before it's too late, as Hewlett-Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) are both set to launch combination tablet PCs after the release of Windows 8. According to DigiTimes , the competitive duo will each begin a new Windows tablet venture in 2012, with Hewlett-Packard adopting chip solutions from Texas Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ: ).
|
As the competition comes to a head, others want to hop on the bandwagon before it's too late, as Hewlett-Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) are both set to launch combination tablet PCs after the release of Windows 8. According to DigiTimes , the competitive duo will each begin a new Windows tablet venture in 2012, with Hewlett-Packard adopting chip solutions from Texas Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ: ). Both Hewlett-Packard and Dell have some fierce sales to catch up to if they plan on dominating the tablet industry anytime soon.
|
As the competition comes to a head, others want to hop on the bandwagon before it's too late, as Hewlett-Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) are both set to launch combination tablet PCs after the release of Windows 8. Both Hewlett-Packard and Dell have some fierce sales to catch up to if they plan on dominating the tablet industry anytime soon. According to DigiTimes , the competitive duo will each begin a new Windows tablet venture in 2012, with Hewlett-Packard adopting chip solutions from Texas Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ: ).
|
7269be73-f197-439c-9c74-fd3ebb5a1376
|
726701.0
|
2012-08-01 00:00:00 UTC
|
Apple Set to Buy AuthenTec - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/apple-set-to-buy-authentec-analyst-blog-2012-08-01
|
nan
|
nan
|
Apple Inc. ( AAPL ) recently announced its intention to acquire Melbourne, Florida-based mobile and network security provider AuthenTec Inc. ( AUTH ) for approximately $356.0 million in cash. According to the 8K filing, Apple is paying $8 per share, a 58% premium over Authentec's closing price of $5.07 on July 26, 2012.
Under the terms of the agreement, Apple will pay another $20.0 million to acquire certain non-exclusive licenses of AuthenTec. The iPhone maker also has the option to pay around $115.0 million for certain patent licenses within the next nine months. In addition to these, Apple will pay $7.5 million to develop a 2D fingerprint sensor compatible with its products going forward.
AuthenTec develops fingerprint and area sensors, software for identity management and e-commerce solutions, and embedded security solutions for network and mobile security systems. The company has a long list of clients,including the likes of Dell Inc. ( DELL ), Hewlett-Packard ( HP ), Lenovo, Asus, Cisco ( CSCO ), Nokia ( NOK ) and Texas Instruments ( TXN ). AuthenTec earned $69.8 million in fiscal 2011.
We believe that the acquisition is consistent with Apple's strategy of acquiring small start-ups, which have historically been essential to its business growth. The acquisition will help Apple to offer a more secure mobile commerce platform built on near-field communication ("NFC") technology. AuthenTec recently introduced its first smart sensor for the NFC mobile commerce market.
We believe that the acquisition will provide Apple a significant competitive edge over Google's ( GOOG ) Android and Microsoft's ( MSFT ) Windows Mobile operating systems, which have been susceptible to security threats owing to the weaknesses in NFC technology. Moreover, the improved security features will also help iPhone to take enterprise market share particularly from Research In Motion's ( RIMM ) BlackBerry smartphone.
Following the news of the takeover, AuthenTec shares jumped 66% to close at $8.42 on July 27, fueling expectations for a higher bid, particularly from Samsung, which recently entered into an agreement with AuthenTec to use its VPN technology for its devices.
We believe that a hostile bid from Samsung is possible given the fact that the Korean handset maker is focused on enhancing the security features of its product lines in order to maintain its lead over Apple.
According to IDC, Samsung maintained its #1 position in the smartphone market in the second quarter of 2012. The company shipped 50.2 million smartphones in the quarter compared to Apple's 26.0 million. Moreover, the companies are fighting each other in court over design and software patents. We believe that a bid for AuthenTec will further increase hostility between the two companies going forward.
Apple has been a leader in the technology space and has always wooed its investors with its innovative product line. However, stiff competition, the overcrowding in its major markets and increasing legal complexities are the main concerns going forward.
Currently, Apple has a Zacks #3 Rank, which implies a Hold rating over the short term.
APPLE INC (AAPL): Free Stock Analysis Report
AUTHENTEC INC (AUTH): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
HELMERICH&PAYNE (HP): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NOKIA CP-ADR A (NOK): Free Stock Analysis Report
RESEARCH IN MOT (RIMM): Free Stock Analysis Report
TEXAS INSTRS (TXN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company has a long list of clients,including the likes of Dell Inc. ( DELL ), Hewlett-Packard ( HP ), Lenovo, Asus, Cisco ( CSCO ), Nokia ( NOK ) and Texas Instruments ( TXN ). APPLE INC (AAPL): Free Stock Analysis Report AUTHENTEC INC (AUTH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HELMERICH&PAYNE (HP): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NOKIA CP-ADR A (NOK): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Apple Inc. ( AAPL ) recently announced its intention to acquire Melbourne, Florida-based mobile and network security provider AuthenTec Inc. ( AUTH ) for approximately $356.0 million in cash.
|
The company has a long list of clients,including the likes of Dell Inc. ( DELL ), Hewlett-Packard ( HP ), Lenovo, Asus, Cisco ( CSCO ), Nokia ( NOK ) and Texas Instruments ( TXN ). APPLE INC (AAPL): Free Stock Analysis Report AUTHENTEC INC (AUTH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HELMERICH&PAYNE (HP): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NOKIA CP-ADR A (NOK): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. We believe that the acquisition will provide Apple a significant competitive edge over Google's ( GOOG ) Android and Microsoft's ( MSFT ) Windows Mobile operating systems, which have been susceptible to security threats owing to the weaknesses in NFC technology.
|
APPLE INC (AAPL): Free Stock Analysis Report AUTHENTEC INC (AUTH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HELMERICH&PAYNE (HP): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NOKIA CP-ADR A (NOK): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. The company has a long list of clients,including the likes of Dell Inc. ( DELL ), Hewlett-Packard ( HP ), Lenovo, Asus, Cisco ( CSCO ), Nokia ( NOK ) and Texas Instruments ( TXN ). Apple Inc. ( AAPL ) recently announced its intention to acquire Melbourne, Florida-based mobile and network security provider AuthenTec Inc. ( AUTH ) for approximately $356.0 million in cash.
|
The company has a long list of clients,including the likes of Dell Inc. ( DELL ), Hewlett-Packard ( HP ), Lenovo, Asus, Cisco ( CSCO ), Nokia ( NOK ) and Texas Instruments ( TXN ). APPLE INC (AAPL): Free Stock Analysis Report AUTHENTEC INC (AUTH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HELMERICH&PAYNE (HP): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NOKIA CP-ADR A (NOK): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Under the terms of the agreement, Apple will pay another $20.0 million to acquire certain non-exclusive licenses of AuthenTec.
|
091a0cea-19ad-4f55-ba38-22039efb754b
|
726702.0
|
2012-07-27 00:00:00 UTC
|
Microsoft's Leap into the Tablet Realm is Admittedly Risky
|
DELL
|
https://www.nasdaq.com/articles/microsofts-leap-tablet-realm-admittedly-risky-2012-07-27
|
nan
|
nan
|
Microsoft's (NASDAQ: MSFT ) management is the first to admit it: there is risk in developing the upcoming Surface tablet. The company revealed this information in government documents filed with the Securities and Exchange Commission.
On page 14 of its annual report, Microsoft stated that its Surface tablet computers may weaken support for Windows among partners in the industry. At the risk of damaging important relationships, the company has decided to move forward with Surface distribution anyways.
Partnerships that could potentially be affected by the new tablet's sales could include original equipment manufacturers (OEMs) such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ). Individually, partners will have to choose whether or not to continue their relationship with Microsoft, who will now fill not only a supplier role but will also provide some competition at the same time.
Microsoft has laid down the gauntlet in its most recent admittance, as the company said specifically in the report, "[Our] Surface devices will compete with products made by our OEM partners, which may affect their commitment to our platform."
With such a gamble in place, questions have been drawn from Microsoft followers ranging from "Why would Microsoft choose to enter the tablet market with its own hardware? " to "Where will OEMs go if they back away from Windows?"
Only time will tell, as Microsoft's Surface has yet to find itself on store shelves. Attempting to keep Windows 8, its OEMs and the new tablet in good graces, Microsoft's management has remained tight-lipped on the situation, and will likely continue to do so.
According to The New York Times , the most direction the company has given in terms of partner relationships was when CEO Steve Ballmer was prodded for answers at a recent Microsoft sales event.
"The importance of the thousands of partners that we have that design and produce Windows computers will not diminish," Ballmer noted.
Fans of the software brand can only hope so, as the competition melting pot has risen to a dull boil pre-Surface release.
Microsoft was trading up almost one percent Friday morning near $29.39.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Partnerships that could potentially be affected by the new tablet's sales could include original equipment manufacturers (OEMs) such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ). On page 14 of its annual report, Microsoft stated that its Surface tablet computers may weaken support for Windows among partners in the industry. Microsoft has laid down the gauntlet in its most recent admittance, as the company said specifically in the report, "[Our] Surface devices will compete with products made by our OEM partners, which may affect their commitment to our platform."
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Partnerships that could potentially be affected by the new tablet's sales could include original equipment manufacturers (OEMs) such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ). On page 14 of its annual report, Microsoft stated that its Surface tablet computers may weaken support for Windows among partners in the industry.
|
Partnerships that could potentially be affected by the new tablet's sales could include original equipment manufacturers (OEMs) such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ). On page 14 of its annual report, Microsoft stated that its Surface tablet computers may weaken support for Windows among partners in the industry. Microsoft has laid down the gauntlet in its most recent admittance, as the company said specifically in the report, "[Our] Surface devices will compete with products made by our OEM partners, which may affect their commitment to our platform."
|
Partnerships that could potentially be affected by the new tablet's sales could include original equipment manufacturers (OEMs) such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ). Microsoft's (NASDAQ: MSFT ) management is the first to admit it: there is risk in developing the upcoming Surface tablet. Individually, partners will have to choose whether or not to continue their relationship with Microsoft, who will now fill not only a supplier role but will also provide some competition at the same time.
|
7b9db9db-4753-44b1-991c-874ceddaa193
|
726703.0
|
2012-07-26 00:00:00 UTC
|
Corning Reports In-Line - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/corning-reports-line-analyst-blog-2012-07-26
|
nan
|
nan
|
Corning's ( GLW ) second quarter 2012 earnings were in line with the Zacks Consensus Estimate. This was better than the Zacks Expected Surprise Prediction (ESP) of -3.13% and worse than the positive trend of 6.67% in the four preceding quarters.
While Corning's results were decent and its guidance indicated improvement in the Display segment (roughly a third of its business), investors discounted this positive amid growing concerns about consumer spending and Apple's ( AAPL ) results. As a result, the shares plunged 7.71% during the day and recovered just 0.45% after hours.
Revenue
Corning reported revenue of $1.91 billion, which was down 0.6% sequentially and 4.8% year over year. Display declined again and Environmental took a turn for the worse, impacted by slowdown in Europe.
Revenue by Segment
The Display Technologies segment generated around 34% of total revenue compared to 38% in the year-ago quarter. The segment was down 9.1% sequentially and 15.7% year over year. While unit demand continued to pick up in the U.S., declines moderated in China and Europe. Other regions continued to grow strongly.
Corning gained from the increase in panel sizes, which appears to have influenced consumer spending. Corning currently expects desktops to be flat in 2012, with notebooks/netbooks growing 7% and tablets 50%. While PC makers Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), and chipmakers Intel Corp ( INTC ), Texas Instruments ( TXN ) and Advanced Micro Devices ( AMD ) have all cited weaker consumer spending, Corning is better positioned because its glass is used by multiple players across multiple segments.
Corning stated that lower utilization at major customers impacted volumes more than expected and FX did not help. However, price declines moderated, indicating better balance between demand and supply. Samsung Precision ("SCP") glass volumes were up mid-single-digits (better than guided), helped by a new multi-quarter order. Corning's earnings from the LCD side of the business went up 1%.
Telecommunications (29% of revenue) increased 10.0% sequentially and 2.0% from the year-ago quarter. The sequential increase was below Corning's guidance of a low to mid-teen percentage increase, attributable to slightly softer hardware sales.
FTTH and infrastructure in emerging markets grew strongly however. Cable was also up in North America and China. Fiber & Cable revenue therefore increased 18.9% sequentially and 14.0% year over year. In comparison, Hardware & Equipment sales increased a mere 1.2% sequentially, while declining 9.2% from last year.
The Environmental Technologies segment generated 13% of revenue, down 5.3% sequentially and 3.5% year over year. Weakness in light-duty diesel filters and substrates in Europe were responsible for the sequential decline. Heavy-duty diesel declined slightly from the year-ago quarter.
Overall sales from the automotive segment were down 7.0% sequentially, while staying more or less flat with the year-ago quarter. The diesel business did slightly better, declining 3.7% sequentially and 5.8% year over year.
Specialty Materials generated 16% of revenue, up 2.8% sequentially and 4.6% year over year, significantly better than expected. Gorilla Glass (GG) growth was less than expected, which is the main reason for the miss versus guidance. GG remains the primary factor determining Corning's performance in the specialty materials segment.
The Life Sciences business accounted for around 9% of revenue. The business was up 4.5% from both the previous and year-ago quarters.
Margins
The pro forma gross margin was 41.8%, down 62 bps from 42.4% reported in the March 2012 quarter and down 257 bps from last year. The sequential decline was mainly on account of weaker prices that more than offset margin improvements in the GG and diesel businesses.
The operating expenses of $479 million were up 2.8% sequentially. The greatest contributor to the 146 bp sequential contraction in the operating margin to 16.7% was the 174 bp increase in SG&A, helped by the 62 bp increase in cost of sales and an 11 bp increase in R&D (as a percentage of sales).
Net Income
Corning's pro forma net income was $471 million or 24.7% of sales compared to $468 million or 24.4% in the previous quarter and $757 million or 37.8% of sales in the year-ago quarter. Our pro forma estimate excludes intangibles amortization charges and asbestos litigation charges in the last quarter.
Including these special items, the GAAP net income was $462 million ($0.30 per share), compared to $462 million ($0.30 per share) in the previous quarter and $750 million (0.47 per share) in the year-ago quarter.
Balance Sheet
Inventories were up 4.6% during the quarter, with inventory turns going back to 4.4X from 4.6X. DSOs were up a couple of days to 55.
Corning ended the quarter with $6.35 billion in cash and short term investments, down $491 million during the quarter. However, the company has a huge debt balance. Including long term liabilities and short-term debt, the net cash position was just $856 million, down from $1.47 billion at the beginning of the quarter. Cash generated from operations was $570 million, with $441 million being spent on capex, $104 million on acquisitions, $314 million on share repurchases and $113 million on dividends.
Guidance
Corning provided guidance for the third quarter. Accordingly, the company expects much stronger results in the Display business, with both wholly-owned and SCP volumes growing at low double-digit percentage rates. The volume expectations are based on the assumption of normal industry seasonality, particularly for tablets and larger TV sizes. Price declines are expected to remain moderate.
Telecom segment sales are expected to be flat sequentially with the Chinese optical fiber and cable business remaining strong. Environmental Technologies segment sales are also expected to be flat sequentially. Specialty Materials were expected to be the strongest, growing 10-15%.
Corning expects the gross margin to increase one percentage point, mainly on account of volume increases in Display. SG&A and R&D will be consistent as a percentage of sales on a sequential basis.
Equity earnings related to Dow Corning excluding special items will drop 10%. The tax rate is expected to be 19%.
Our Take
Corning's second quarter results may be called decent and its outlook also indicates stronger demand in key markets. We think that investor reaction to Apple's results is overdone, particularly since Apple has been supply-constrained for some time and Corning's own customers are gearing up to increase production.
We think it is notable that Corning expects 50% growth in tablets this year and is not limited to Apple alone. It has a solid long-standing relation with Samsung, which is growing very strongly in the tablet market. The current growth rates indicate that Corning's expectations are reasonable.
The main negative at this point is the slowdown in Europe impacting its environmental business. Europe has been at the forefront of safety standards, so the current softness seems to indicate a slowdown in automotive production. Corning also hinted that the condition could worsen in the next quarter.
Corning's GG, Lotus, Willow Glass and other innovations have ensured that it remains a major beneficiary of the move to mobile computing and smart phones. Therefore, irrespective of the level of competition in the market, it's specialty materials business is likely to grow at least in line with overall market growth rates as more and more companies adopt its technology.
However, we continue to think that there will be more investment in the business (new technologies, China, India), which will drive up costs, which will negatively impact the bottom line. Additionally, the debt level remains quite high, which increases the risk of investing in the shares.
Corning shares therefore carry a Zacks Rank of #3, implying a Hold rating in the next 1-3 months. Our long term (3-6 month) recommendation is also Neutral.
APPLE INC (AAPL): Free Stock Analysis Report
ADV MICRO DEV (AMD): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
CORNING INC (GLW): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
TEXAS INSTRS (TXN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
While PC makers Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), and chipmakers Intel Corp ( INTC ), Texas Instruments ( TXN ) and Advanced Micro Devices ( AMD ) have all cited weaker consumer spending, Corning is better positioned because its glass is used by multiple players across multiple segments. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report CORNING INC (GLW): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Including long term liabilities and short-term debt, the net cash position was just $856 million, down from $1.47 billion at the beginning of the quarter.
|
While PC makers Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), and chipmakers Intel Corp ( INTC ), Texas Instruments ( TXN ) and Advanced Micro Devices ( AMD ) have all cited weaker consumer spending, Corning is better positioned because its glass is used by multiple players across multiple segments. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report CORNING INC (GLW): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Net Income Corning's pro forma net income was $471 million or 24.7% of sales compared to $468 million or 24.4% in the previous quarter and $757 million or 37.8% of sales in the year-ago quarter.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report CORNING INC (GLW): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. While PC makers Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), and chipmakers Intel Corp ( INTC ), Texas Instruments ( TXN ) and Advanced Micro Devices ( AMD ) have all cited weaker consumer spending, Corning is better positioned because its glass is used by multiple players across multiple segments. Net Income Corning's pro forma net income was $471 million or 24.7% of sales compared to $468 million or 24.4% in the previous quarter and $757 million or 37.8% of sales in the year-ago quarter.
|
While PC makers Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), and chipmakers Intel Corp ( INTC ), Texas Instruments ( TXN ) and Advanced Micro Devices ( AMD ) have all cited weaker consumer spending, Corning is better positioned because its glass is used by multiple players across multiple segments. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report CORNING INC (GLW): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. While Corning's results were decent and its guidance indicated improvement in the Display segment (roughly a third of its business), investors discounted this positive amid growing concerns about consumer spending and Apple's ( AAPL ) results.
|
145dc813-0b4e-450f-8668-c0dcdda2d68d
|
726704.0
|
2012-07-25 00:00:00 UTC
|
The Stocks Steven Romick Keeps Buying
|
DELL
|
https://www.nasdaq.com/articles/stocks-steven-romick-keeps-buying-2012-07-25
|
nan
|
nan
|
Steven Romick is a strict bottom-up investor who does not neglect the macro picture. In the second quarter he finds stocks neither particularly cheap nor particularly expensive, according to his second-quarter commentary on his FPA Crescent Fund . He believes that Central Bankers are leading the world to inflation where his stocks should at least perform "nominally well," but says, "If a business or asset is good and cheap - absolutely, not relatively - we'll buy it."
These are the stocks the fund manager keeps buying: Aon ( AON ), Cisco ( CSCO ), WellPoint ( WLP ) and Walmart ( WMT ).
Aon ( AON )
Romick has been adding to his holding of Aon Plc almost every consecutive quarter since the fourth quarter of 2009, when the stock was at his lowest average purchase price of $39.50. His highest average price paid was $52 in the second quarter of 2011, and on Wednesday the stock trades for $46. In total, he owns 6,590,000 shares of the company.
Aon focuses on several business areas: risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. In the last four years the company has increased its earnings by about 53%, as its stock has increased only about 13.4%.
Aon has also improved its operating and net margins to above pre-financial crisis levels. Its net margin reached 8.7% in 2011, , besting its pre-2006 levels, and its operating margin reached 14.4% in 2010 and 14.2$ in 2011, beating pre-2006 levels for the decade.
In the first quarter, the company had its best rate of revenue growth since the second quarter of 2007 at 4%. In the same three months, it authorized a $5 billion share repurchase program and increased its dividend 5%.
Bill Nygren of the Oakmark Fund also likes Aon and made the following comments about it in his second-quarter letter:
"As one of only three insurance brokers with a global platform, AON ( AON )'s market position should allow the company to directly benefit from global economic growth. AON stock surpassed $50 in 2007 when it earned just over $2 per share. In 2012, after a restructuring that improved margins, AON is expected to earn over $4 per share after adding back goodwill amortization from recent acquisitions. Despite the growth in earnings and the potential for further margin improvement, the stock has been stagnant. As a result, the P/E ratio for AON has fallen from 25 times in 2007 to 11 times now, slightly less than the P/E ratio for the S&P 500. Unlike the insurance business, insurance brokerage is not capital intensive. Therefore, we believe AON has the ability to return most of its earnings to shareholders through share repurchases and dividends. An additional feature we value is AON's potential to generate meaningful interest income. AON, as a fiduciary, holds its clients' capital for a short period of time before it is turned over to the insurance companies. With today's low short-term interest rates, there is little opportunity to generate returns on that capital. We don't believe short-term rates will stay low forever and like getting the option for more rapid earnings growth when rates increase."
Cisco ( CSCO )
Steven Romick has been purchasing Cisco shares since the second quarter of 2011, when the stock traded for $16.50 on average. He built his position up over the next consecutive four quarters, including his most recent and largest purchase of 10,815,000 shares in the second quarter of 2012 when the stock traded for $18 on average. The stock on Wednesday is 9% cheaper than his average purchase price.
Cisco has been posting five years of average annual revenue growth of 9.4% and EBITDA growth of 3.5%, while its stock dropped almost 48%. Its P/E ratio has consequently dropped from over 36 in 2007 to 10.4 on Wednesday. The company's operating and net margins, however, have declined over the last three years, the operating margin from 20.3% to 17.8% and the net margin from 17% to 15%. Those results rebounded in the second quarter of this year, up to 23.7% and 18.7%, respectively.
In the quarter, Cisco either acquired or announced its intent to acquire or invest in three businesses, along with strategic investments in Brazil to create growth. The company is attempting to grow profit faster than revenue and has strengthened its balance sheet with $48.4 billion in cash, up from $46.7 billion at the end of the previous quarter.
Cisco repurchased 27 million of its own shares in the third quarter of 2012 and paid a 40 cent dividend.
WellPoint Inc. ( WLP )
Romick first bought shares of WellPoint when its shares were beginning to recover from the fiscal crisis, purchasing 668,000 shares in the fourth quarter of 2009 at an average price of $52.50. He then bought more in the second quarter of 2010 at an average of $55, in the third quarter of 2011 after a price drop, and in the first and second quarter of 2012, at his highest purchase price of an average of $69 and his smallest purchase size. Wednesday's $53.94 purchase price is about 12% cheaper than his average cost per share.
Like the previous two stocks Romick keeps buying, WellPoint's revenue and EBITDA grew over the last five years, as its stock declined. Revenue and EBITDA per share grew at an average annual rate of 13.3% and 10%, respectively, while the stock declined 33.5%. Overall revenue, however, is down from its level five years ago, as is net income. Its P/E multiple has likewise dropped from over 16 five years ago, to 8.15 on Wednesday.
On Wednesday, the company announced that it would regain access to Walgreen Co. ( WAG ) by mid-September, through pharmacy-benefits manager Express Scripts Holding Co. ( ESRX ), who recently reached a deal with the pharmacy after breaking ties with it in January.
In the second quarter, WellPoint announced it would reduce its full-year 2012 outlook due to lower enrollment and slightly higher medical cost trends. Its medical enrollment declined by 126,000 in the second quarter, to 33.5 million members as of June 30, 2012.
In June, WellPoint also announced it would acquire 1-800 CONTACTS Inc., the largest direct-to-consumer contact lense retailer in the U.S., in a deal that will close in the third quarter of 2012. It will pay with available cash but financial terms were not disclosed.
Walmart ( WMT )
Romick bought Walmart shares for seven consecutive quarters beginning in the fourth quarter of 2009 at an average price of $52.50, but made a small reduction in the fourth quarter of 2011 when the price reached an average of $57. In the second quarter, he sold 1.88 million shares when the price climbed to an average of $63, for a solid gain. The stock has since gone even higher, to $72 on Wednesday.
Wallace Weitz commented on the cheapness of Walmart in his shareholder meeting in his first-quarter letter:
"During the intervening twelve years [March 2000 to March 2012], many of the growth favorites of the day, both tech-oriented and others, have experienced strong business growth while their stock prices have languished. Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. Value rose, but valuation (the price people were willing to pay for those earnings) shrank."
In the last ten years, the company has grown its revenue per share 10.2% and EBITDA 11.3% annual rate, while its stock remained relatively flat. Year to date, though, the stock has increased 20.62% and hitting all-time highs. GuruFocus has written about how the stock's recent jump has placed it near fair value.
See the complete list of stocks Steven Romick keeps buying here. Also see his buys and sells at his see his portfolio here.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. He believes that Central Bankers are leading the world to inflation where his stocks should at least perform "nominally well," but says, "If a business or asset is good and cheap - absolutely, not relatively - we'll buy it." Aon focuses on several business areas: risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services.
|
Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. These are the stocks the fund manager keeps buying: Aon ( AON ), Cisco ( CSCO ), WellPoint ( WLP ) and Walmart ( WMT ). Like the previous two stocks Romick keeps buying, WellPoint's revenue and EBITDA grew over the last five years, as its stock declined.
|
Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. Aon ( AON ) Romick has been adding to his holding of Aon Plc almost every consecutive quarter since the fourth quarter of 2009, when the stock was at his lowest average purchase price of $39.50. He then bought more in the second quarter of 2010 at an average of $55, in the third quarter of 2011 after a price drop, and in the first and second quarter of 2012, at his highest purchase price of an average of $69 and his smallest purchase size.
|
Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. Aon ( AON ) Romick has been adding to his holding of Aon Plc almost every consecutive quarter since the fourth quarter of 2009, when the stock was at his lowest average purchase price of $39.50. In the first quarter, the company had its best rate of revenue growth since the second quarter of 2007 at 4%.
|
24c67901-c453-46ad-99ac-58d418811e10
|
726705.0
|
2012-07-20 00:00:00 UTC
|
Earnings Preview: EMC Corp. - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/earnings-preview%3A-emc-corp.-analyst-blog-2012-07-20
|
nan
|
nan
|
EMC Corp ( EMC ) is scheduled to release its fiscal second quarter 2012 results before the opening bell on July 24, 2012. In the run up to the earnings release we do not notice any significant estimates revision by the analysts covering the stock.
EMC has outperformed the Zacks Consensus Estimate in the preceding four quarters by 5.66%. We expect this trend to continue in the current quarter.
Previous Quarter Highlights
EMC reported first quarter 2012 earnings of 31 cents (including stock based compensation) that increased 29.2% year over year and were ahead of the Zacks Consensus Estimate by a couple of cents. The better-than-expected results were driven by robust top-line growth and strong margin expansion during the quarter.
Revenue increased 10.6% year over year to $5.09 billion in the reported quarter. This growth was primarily attributed to continued strong demand for EMC's storage, data protection, virtualization and security products and services during the quarter. However, revenue fell short of the Zacks Consensus Estimate of $5.11 billion.
For further details please read: EMC Reports Mixed 1Q
Estimate Revision Trend
In the last 30 days, three out of the seven analysts covering the stock made a downward revision to the estimate, while no upward revision was witnessed. The Zacks Consensus Estimate for second quarter 2012 is pinned at 33 cents.
For the second quarter, the revenue estimate as per the Zacks Consensus is $5.29 billion, higher than $5.31 billion reported in the preliminary result. Analysts expect EMC's results to be driven by the new storage contracts, as the company holds a dominating position in this segment.
Moreover, increasing adoption of cloud computing technology and expansions in the 'Big Data' segment will boost demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward.
Recommendation
We believe that EMC's vast product portfolio, which has products suitable for any kind of budget, will boost its market share going forward. Moreover, with strong balance sheet and incremental revenues, the company's strategic acquisitions will have a positive impact in the long run.
Additionally, the increasing adoption of cloud computing technology will significantly drive the demand for EMC's virtual infrastructure products, which in turn is expected to be accretive to top-line growth going forward. Further, EMC's leading position in the emerging economies of the Asia-Pacific and Africa will boost its profitability, as higher revenues from these markets will offset a sluggish growth in the Americas and Western Europe going forward.
However, slowdown in the IT spending due to sluggish macro-economic environment and increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ) and Dell Inc. ( DELL ) remain the headwinds going forward.
We have a Neutral recommendation on EMC Corp over the long term (for the next 6 to 12 months). Currently, EMC Corp has a Zacks #3 Rank, which implies a Hold rating on short-term basis.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, slowdown in the IT spending due to sluggish macro-economic environment and increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ) and Dell Inc. ( DELL ) remain the headwinds going forward. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, increasing adoption of cloud computing technology and expansions in the 'Big Data' segment will boost demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. However, slowdown in the IT spending due to sluggish macro-economic environment and increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ) and Dell Inc. ( DELL ) remain the headwinds going forward. Moreover, increasing adoption of cloud computing technology and expansions in the 'Big Data' segment will boost demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. However, slowdown in the IT spending due to sluggish macro-economic environment and increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ) and Dell Inc. ( DELL ) remain the headwinds going forward. Previous Quarter Highlights EMC reported first quarter 2012 earnings of 31 cents (including stock based compensation) that increased 29.2% year over year and were ahead of the Zacks Consensus Estimate by a couple of cents.
|
However, slowdown in the IT spending due to sluggish macro-economic environment and increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ) and Dell Inc. ( DELL ) remain the headwinds going forward. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Previous Quarter Highlights EMC reported first quarter 2012 earnings of 31 cents (including stock based compensation) that increased 29.2% year over year and were ahead of the Zacks Consensus Estimate by a couple of cents.
|
5ff5b352-3940-41d3-ab79-263e2be35659
|
726706.0
|
2012-07-18 00:00:00 UTC
|
Intel's Outlook Overshadows Q2 Beat - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/intels-outlook-overshadows-q2-beat-analyst-blog-2012-07-18
|
nan
|
nan
|
Intel Corp ( INTC ) reported first quarter earnings of 56 cents per share that beat the Zacks Consensus Estimate by 4 cents. The nearly-8% surprise was more or less in line with the 8%+ average in the four preceding quarters (note that estimates dropped a penny in the last 7 days). Intel's commentary was also not overly exciting, so shares barely moved in response.
Revenue
Intel's reported revenue was $13.5 billion, in line with management's guidance range of $$13.6 billion (+/-$500 million). This was up 4.6% sequentially and 3.6% year over year.
While PC inventories are lean, distributor orders remain conservative, mainly due to macro uncertainties and lower sales expectations ahead of the Windows 8 Launch from Microsoft ( MSFT ). Intel stated that the Ivy Bridge ramp was faster than expected, reaching 25% of PC volumes in the last quarter.
Intel's longer-term strategy is playing out, with data center and enterprise remaining strong drivers. The emerging BRIC countries also continue to grow strongly, making up for the weakness in mature markets.
Revenue by Segment
The PC Client segment generated 64% of revenue in the last quarter, up 2.8% sequentially and 4.4% year over year. Overall, enterprise remained the driver of growth, while consumer remained soft, which resulted in a better mix of business. Low penetration and a growing per capita income are increasing the popularity of computing devices in emerging markets, especially the BRIC countries.
Data Center was the second largest group with a 21% revenue share. Segment revenue was up 14.3% sequentially and 15.1% year over year, as expected. The strength in the last quarter was largely on account of Romley (Sandy Bridge for servers), since customers had deferred purchases in the last quarter prior to its launch.
The secular growth drivers here are increasing Internet usage by consumers all over the world, and the ongoing move towards virtualization and cloud computing. The high performance computing (HPC) segment is the fastest-growing segment within Intel's data center business.
The Other Intel Architecture segment generated around 8% of Intel's revenue in the last quarter, growing 3.1% sequentially and declining 20.2% from last year.
The Software and Services revenue contributed a little more than 4% of total revenue (similar to the last quarter). This was the first quarter that the year-over-year comp did not benefit from the acquisition. In addition to discrete sales, Intel is taking an integrated approach to McAfee's storage solutions, with the intention of further differentiating its products. This helped the very strong growth in each of the last five quarters.
The Other segment generated 2% of revenue, down 10.4% sequentially and 14.9% from the year-ago quarter.
Revenue by Geography
The Asia/Pacific market remained the largest in the last quarter, with a 58% contribution, with revenues growing 5.5% sequentially and 5.2% from a year ago. The Americas was the second largest region, with a 21% contribution, up 12.9% sequentially and down 0.9% year over year. Europe came in third with a 12% revenue share, representing a sequential decline of 7.1% and an increase of 5.6% from the second quarter of 2011. Japan stayed at number four, with a 9% contribution, representing a sequential decline of 1.2% and a year-over-year increase of 2.1%.
Margins
The pro forma gross margin for the quarter was 64.4%, down 69 basis points (bps) sequentially and up 273 bps year over year, better than guidance of 62% at the mid-point. The sequential decline was related to the increase in Ivy Bridge ramp up costs (22nm). Of course, the positive mix related to higher enterprise and data center business and soft consumer sales in mature markets continued to work in its favor, while the strength in emerging markets remains an offsetting factor.
Operating expenses of $4.6 billion were up 6.2% from the first quarter. The operating margin was 30.0%, down 120 bps sequentially and 181 bps year over year. Both R&D and SG&A were flattish as a percentage of sales from the previous quarter. While R&D increased significantly from last year, the increase in SG&A was not so much. Intel expects to contain hiring costs through the rest of the year, which is expected to maintain spending at these levels.
The operating margins by segment were as follows-PC Client 39.3% (down 188 bps sequentially), Data Center 49.5% (up 294 bps), Other Intel Architecture -30.2% (down 121 bps) and Software and Services 2.4% (up 116 bps). The Software and Services margin was up 513 bps from the year-ago quarter, Data Center was up 11 bps, while other segment margins declined.
The pro forma net income was $3.0 billion, or 22.0% of sales, compared to $2.9 billion, or 22.3% in the previous quarter and $3.1 billion or 23.9% in the comparable prior-year quarter. One-time items included intangibles amortization expenses on a tax-adjusted basis.
Accordingly, the fully diluted GAAP net income was $2.8 billion, or 54 cents a share compared to $2.7 billion, or 53 cents per share in the previous quarter and $3.0 billion, or 54 cents in the year-ago quarter.
Balance Sheet
Inventories increased 9.2% sequentially and annualized inventory turns were flat at 4.0X. Days sales outstanding (DSOs) went from 29 back to around 24. The cash, marketable securities and fixed income trading asset balance at quarter-end was $13.6 billion, down $105 million during the quarter. Intel has $7.1 billion in long-term debt and 92 million in short-term debt, resulting in a net cash balance of $6.5 billion.
Cash flow from operations was around $5 billion. Important usages of cash in the last quarter included $2.66 billion on capex, $1.06 billion on dividends, $282 million on acquisitions and $41 million on share repurchases.
Third Quarter Guidance
Intel guided to revenue of around $14.3 billion (+/-$500 million), up 5.9% sequentially and flat with the September quarter of 2011 (slightly short of consensus estimates of $14.6 billion). Gross margin on a GAAP basis is expected to be around 63% (+/-2 percentage points), while on a non-GAAP basis, it is expected to be 64% (+/- 2 percentage points).
Total operating expenses are expected to come in at around $4.6 billion. Management also expects to provide for depreciation of around $1.6 billion and intangibles amortization of around $80 million. Other income/expense and equity investments are expected to be nil. Applying the guided annual tax rate of 28%, net income comes to around $3.3 billion or 22.9% of revenue, which would be up sequentially, while declining year over year.
Guidance for 2012
For the year, Intel guided to a revenue increase of 3-5% from 2011, with the GAAP gross margin at 64% (+/- 2 percentage points) and non GAAP gross margin at 65% (+/- 2 percentage points) and operating expenses of $18.2 billion (+/- 200 million). The gross margin guidance was maintained while the operating margin guidance lowered by a $100 million from previous expectations. The full year tax rate is expected to be 28%, depreciation $6.3 billion (+/- $100 million) and capex $12.5 billion (+/- $400 million).
Our Take
Intel's top line numbers for the quarter were good, if not excellent. The company remains the leading producer of microprocessors for the PC market and there do not appear to be any near-term challenges to this position. Its innovative prowess has ensured that Intel is well ahead of its closest rival Advanced Micro Devices ( AMD ). Therefore what affects it mainly is the market itself.
Intel's strategy has been correct here and the company has positioned itself strongly in emerging markets, from where most of the growth is expected to originate in the next few quarters. The enterprise segment remains a strong growth area for Intel and there should be continued growth here in both emerging and mature markets.
Additionally, the PC client business will see the usual jump in response to Microsoft's new Windows platform. One thing to note here is the relatively low inventory levels at distributors that are the result of uncertain economic conditions.
Intel also remains totally focused on the mobile segment, which has the potential of eating into its core computing business. While Intel's ultrabook concept is still a far cry from Apple's ( AAPL ) iPad, we may expect some growth this year, with all the new devices from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and so forth.
Although Microsoft's Windows 8 (to launch later this year) will also be compatible with ARM architecture, Intel is likely to be one of the major beneficiaries, given the level of its support and the broader reach of its products across the world. We think Intel's consistent focus on emerging markets will be a key to its growth in the next few quarters.
All that being said, Intel has yet to prove itself in the mobile segment (mainly tablets and smartphones), which continues to weigh on investor sentiments. The fact that ARM devices are also getting into the server segment is also a concern.
However, while the server impact could take a couple of years and Intel could have something to counter this threat by then, Intel really needs to buck up its mobile strategy. Failing to do this will see its revenues dwindling, as tablets continue to cannibalize its core computing market.
The concerns related to the economy, consumer spending and distributor inventory levels are relatively near-term issues and the reasons behind the Zacks #4 Rank (Sell). We also think the company's fate in the mobile segment is currently hanging in balance, as initial pickup of ultrabooks was slower than expected (likely because of the many new tablets and Windows 8 anticipation).
However, we note that Intel has grown revenues at strong double-digit rates in each of the last two fiscal years despite the fact that it is the leading player in a market going through significant ups and downs. Intel's initiatives, such as the recent investment in ASML Holding ( ASML ) to reduce die costs by 30-40%, are the reasons for its technology leadership. We think that strategic planning and resources are things to consider when investing in a company such as Intel. We remain Neutral on a long term (3-6 month) basis.
APPLE INC (AAPL): Free Stock Analysis Report
ADV MICRO DEV (AMD): Free Stock Analysis Report
ASML HOLDING NV (ASML): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
While Intel's ultrabook concept is still a far cry from Apple's ( AAPL ) iPad, we may expect some growth this year, with all the new devices from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and so forth. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. While PC inventories are lean, distributor orders remain conservative, mainly due to macro uncertainties and lower sales expectations ahead of the Windows 8 Launch from Microsoft ( MSFT ).
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. While Intel's ultrabook concept is still a far cry from Apple's ( AAPL ) iPad, we may expect some growth this year, with all the new devices from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and so forth. Of course, the positive mix related to higher enterprise and data center business and soft consumer sales in mature markets continued to work in its favor, while the strength in emerging markets remains an offsetting factor.
|
While Intel's ultrabook concept is still a far cry from Apple's ( AAPL ) iPad, we may expect some growth this year, with all the new devices from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and so forth. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Revenue by Segment The PC Client segment generated 64% of revenue in the last quarter, up 2.8% sequentially and 4.4% year over year.
|
While Intel's ultrabook concept is still a far cry from Apple's ( AAPL ) iPad, we may expect some growth this year, with all the new devices from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and so forth. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Revenue Intel's reported revenue was $13.5 billion, in line with management's guidance range of $$13.6 billion (+/-$500 million).
|
a67a77a9-3f87-4fbd-a510-291cc02acd25
|
726707.0
|
2012-07-18 00:00:00 UTC
|
Brian Rogers of T. Rowe Price Buys These Five New Stocks
|
DELL
|
https://www.nasdaq.com/articles/brian-rogers-t-rowe-price-buys-these-five-new-stocks-2012-07-18
|
nan
|
nan
|
Brian Rogers , who helps oversee about half a trillion dollars at T. Rowe Price and is portfolio manager of T. Rowe Price Equity Income Fund ( PRFDX ) since its inception in 1985, bought five new stocks in the second quarter: Dell Inc. ( DELL ), Procter & Gamble Co. ( PG ), Hess Corp. ( HES ) and Kellogg Company ( K ).
Rogers' fund has delivered a 10.57% return since inception, and short-term performance has been good, too. He has a year-to-date return of 8.72%, with the three months ending June 30 declining slightly for a negative 2.73% return.
In his first-quarter update, Rogers said he was positive about the outlook for U.S. stocks in the foreseeable future. Some encouraging telltale signs were reasonable P/E multiples despite strong first-quarter gains with room for improvement as the economy improved, healthy and potentially improving corporate earnings and receding threat from the euro zone. His plan going into the second quarter was to find attractive stocks in select market sectors but not make drastic changes to his portfolios. "As always, we focus on established companies exhibiting attractive stock valuations and reasonable dividend yields rather than on a broad view of economic conditions," he said.
Dell Inc. ( DELL )
Dell became a public company in 1998 and by 2000 it became the world's leading computer systems manufacturer. In the last 10 years the company has grown revenue at a rate of 10.8% annually, and EBITDA at 8.1%. In fiscal 2012, it had record-breaking revenue and free cash flow, with its second-highest earnings. Its gross margin set a record too, and its operating and net margins increased for the third consecutive years.
As annual PC sales have been declining, DELL has adopted a plan to promote continued long-term growth through becoming an end-to-end provider of enterprise solutions and services. To establish itself as a full-services solutions company, DELL will create its own innovative solutions and make acquisitions, which it has already begun to do: In the first quarter of fiscal 2013, 50% of its gross margin came from enterprise solutions and services. In the last 12 months, it made eight acquisitions.
Dell announced on June 12 that it would begin paying a dividend for the first time. The payout will be $0.32 per share annually, or $0.08 quarterly.
Dell's P/E ratio, at 6.93, has rarely been lower.
Procter & Gamble Co. ( PG )
Procter & Gamble, the $83 billion global consumer products company reportedly purchased by activist investor Bill Ackman in the second quarter, was Rogers' second-largest purchase. He bought 1 million shares at an average price of about $64. The stock has since risen about 2% to almost $65.
Procter & Gamble has increased its revenue at an annual rate of 7.3% over the last 10 years, and EBITDA at 9.6%. In the last several years its revenue has fluctuated: It fell to $79 billion in 2009, again to $78.9 billion in 2010, and increased to $82.6 billion in 2011. Each year since 2007 PG has generated free cash flow over $10 billion.
Over the last five years, PG shares have moved just 3.5%, but it pays a sizable 2.4% dividend yield. In a June CNBC interview, investor Donald Yacktman said of PG, "I think Procter & Gamble is a great illustration of the difference between being a short-term investor versus a long-term investor. Most short-term investors would probably shy away from it; long-term investors would probably look and say this is a great bargain long term and a great buying opportunity."
The massive company has just over $10 billion in cash on its balance sheet, with approximately $42 billion in long-term liabilities and debt, around the same level it has been since 2006.
Bill Ackman said in an FTC filing that his $2 billion position in PG was his largest initial investment in a company ever. The activist investor likely has ideas to fix the weaknesses the company has displayed recently. In July, it warned investors that second-quarter and full-year results would miss estimates.
Hess Corp. ( HES )
Hess is a global energy company dealing in crude oil, natural gas, petroleum products and electricity. Rogers bought 1.25 million shares at an average price of $49; the stock has since dropped 8%.
Hess Corp. has similar growth rates to his other purchases: Its revenue growth rate it 9.9% annually for the last 10 years, and EBITDA growth rate is 7.2%. After dropping more than $10 billion in 2009, Hess' revenue has been increasing for the last three years. For 2011, it produced earnings of $1.7 billion, or $5.01 per share, due to lower crude oil and natural gas sales volumes, lower refining results and higher crude oil prices.
In the last five years, Hess' stock has declined 32%. At one point in 2008, it traded as high as the $120s, but has since dropped to about $45.
Kellogg Company ( K )
Rogers bought 1 million shares of Kellogg Company at an average price of about $51. Kellogg is the world's leading producer of cereal, and a top producer of other food brands. It is the only food and beverage company in Rogers' top 10 holdings.
Kellogg has grown revenue at an average rate of 6.4% and EBITDA at an average rate of 4.8% over the last 10 years. The company has $1.7 billion in cash on its balance sheet, with approximately $6 billion in long-term liabilities and debt. Free cash flow has been positive for the last decade. The company is currently trade at a P/E of 14.23, its lowest level since the recession in 2009.
Kellogg's stock decline has come on missed earnings estimates due to weaknesses in Europe. The company's international sales in the first quarter declined 7.1 percent, with Europe down 10.4% and Latin America gaining 7.5%. Because of the weak results, the company lowered its earnings guidance by approximately 2 percent to a range between $3.18 and $3.30 per share.
On May 31, Kellogg bought Pringles for $2.7 billion, which nearly tripled its international snack business. The move plays into Kellogg's overarching goal of expanding its global snacks businesses to the size of its global cereal business.
Rogers also bought Valero Energy ( VLO ), added to numerous other positions and sold others in the second quarter. See his portfolio here.
Also check out the Undervalued Stocks, Top Growth Companies and High Yield stocks of Warren Buffett.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Brian Rogers , who helps oversee about half a trillion dollars at T. Rowe Price and is portfolio manager of T. Rowe Price Equity Income Fund ( PRFDX ) since its inception in 1985, bought five new stocks in the second quarter: Dell Inc. ( DELL ), Procter & Gamble Co. ( PG ), Hess Corp. ( HES ) and Kellogg Company ( K ). As annual PC sales have been declining, DELL has adopted a plan to promote continued long-term growth through becoming an end-to-end provider of enterprise solutions and services. Dell Inc. ( DELL ) Dell became a public company in 1998 and by 2000 it became the world's leading computer systems manufacturer.
|
Brian Rogers , who helps oversee about half a trillion dollars at T. Rowe Price and is portfolio manager of T. Rowe Price Equity Income Fund ( PRFDX ) since its inception in 1985, bought five new stocks in the second quarter: Dell Inc. ( DELL ), Procter & Gamble Co. ( PG ), Hess Corp. ( HES ) and Kellogg Company ( K ). Dell Inc. ( DELL ) Dell became a public company in 1998 and by 2000 it became the world's leading computer systems manufacturer. As annual PC sales have been declining, DELL has adopted a plan to promote continued long-term growth through becoming an end-to-end provider of enterprise solutions and services.
|
Brian Rogers , who helps oversee about half a trillion dollars at T. Rowe Price and is portfolio manager of T. Rowe Price Equity Income Fund ( PRFDX ) since its inception in 1985, bought five new stocks in the second quarter: Dell Inc. ( DELL ), Procter & Gamble Co. ( PG ), Hess Corp. ( HES ) and Kellogg Company ( K ). Dell Inc. ( DELL ) Dell became a public company in 1998 and by 2000 it became the world's leading computer systems manufacturer. As annual PC sales have been declining, DELL has adopted a plan to promote continued long-term growth through becoming an end-to-end provider of enterprise solutions and services.
|
Brian Rogers , who helps oversee about half a trillion dollars at T. Rowe Price and is portfolio manager of T. Rowe Price Equity Income Fund ( PRFDX ) since its inception in 1985, bought five new stocks in the second quarter: Dell Inc. ( DELL ), Procter & Gamble Co. ( PG ), Hess Corp. ( HES ) and Kellogg Company ( K ). Dell Inc. ( DELL ) Dell became a public company in 1998 and by 2000 it became the world's leading computer systems manufacturer. As annual PC sales have been declining, DELL has adopted a plan to promote continued long-term growth through becoming an end-to-end provider of enterprise solutions and services.
|
962e9b9f-c953-42a2-ade6-aebbdebb0b37
|
726708.0
|
2012-07-17 00:00:00 UTC
|
Dell Launches Multiple Solutions - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-launches-multiple-solutions-analyst-blog-2012-07-17
|
nan
|
nan
|
In line with its new strategy, PC maker Dell Inc. ( DELL ) is rapidly expanding into other areas. The company recently came up with new Dell Quickstart Data Warehouse Appliance 1000, which is expected to improve the efficiency of mid-sized organizations to derive business data from an existing data bank, thus speeding up the decision-making process of businesses.
The latest data warehousing solution caters to mid-sized and departmental customers. According to Gartner, the data warehouse is emerging as a focal point of the information management and analytics segment, since it enhances the efficiency of businesses and helps them operate even in a difficult economic situation.
This apart, Dell has also introduced the Predictive Analytics-Based Decision Support System for schools and universities. This is basically a decision support system which helps personalize the learning environment for students and enhances expertise in planning, management and reporting.
The solution helps to improve student performance and develop operational data, and also deploys predictive analytics, which will in turn help educators monitor the student's progress and help them to improve their success rate. The main purpose of this solution is to accumulate and manage student's data between different schools, which is then used to help parents and educators develop a particular skill set in the student.
Moving on similar lines, the company is consistently coming up with new solutions to grab new customers. The company has recently launched a marketing automation software from Pardot-as-a-service to help enterprises carry out cost-effective demand generation programs that are easy to track and measure.
The new offering is expected to help Dell expand its portfolio of Software-as-a-Service (SaaS) solutions, which are specially targeted at small and medium-sized organizations and help them to manage and grow their businesses.
The marketing automation solution from Dell is specifically designed to help marketing organizations cater to customer needs effectively, and includes services for establishing email campaigns, developing web site forms, and integrating Google ( GOOG ) AdWords and CRM systems. As with all Dell Cloud Business Applications, this new solution includes pre-packaged implementation services that are designed to accelerate adoption and time to value.
The company is constantly evolving through its new solutions, so most of the growth is currently expected to come from its software solutions business. Since Dell's business has been focused on PCs, so the company has had to refocus and diversify its business to come up with new solutions.
On the other hand, macroeconomic factors, currency and competitive challenges remain headwinds for Dell. Moreover, the company faces certain sales execution issues, which may affect the time when sales are closed and delay the revenue recognition process. This apart, some modest accounting issues along with volatility in the currency market may also affect the company's business.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In line with its new strategy, PC maker Dell Inc. ( DELL ) is rapidly expanding into other areas. The company recently came up with new Dell Quickstart Data Warehouse Appliance 1000, which is expected to improve the efficiency of mid-sized organizations to derive business data from an existing data bank, thus speeding up the decision-making process of businesses. This apart, Dell has also introduced the Predictive Analytics-Based Decision Support System for schools and universities.
|
The marketing automation solution from Dell is specifically designed to help marketing organizations cater to customer needs effectively, and includes services for establishing email campaigns, developing web site forms, and integrating Google ( GOOG ) AdWords and CRM systems. DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report To read this article on Zacks.com click here. In line with its new strategy, PC maker Dell Inc. ( DELL ) is rapidly expanding into other areas.
|
The company recently came up with new Dell Quickstart Data Warehouse Appliance 1000, which is expected to improve the efficiency of mid-sized organizations to derive business data from an existing data bank, thus speeding up the decision-making process of businesses. The marketing automation solution from Dell is specifically designed to help marketing organizations cater to customer needs effectively, and includes services for establishing email campaigns, developing web site forms, and integrating Google ( GOOG ) AdWords and CRM systems. Since Dell's business has been focused on PCs, so the company has had to refocus and diversify its business to come up with new solutions.
|
The company recently came up with new Dell Quickstart Data Warehouse Appliance 1000, which is expected to improve the efficiency of mid-sized organizations to derive business data from an existing data bank, thus speeding up the decision-making process of businesses. In line with its new strategy, PC maker Dell Inc. ( DELL ) is rapidly expanding into other areas. This apart, Dell has also introduced the Predictive Analytics-Based Decision Support System for schools and universities.
|
34b5b070-cc9b-4be8-833a-e324e44cf89a
|
726709.0
|
2012-07-13 00:00:00 UTC
|
PC Market Continues to Melt - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/pc-market-continues-to-melt-analyst-blog-2012-07-13
|
nan
|
nan
|
U.S. technology research firm Gartner Inc. ( IT ) recently announced that worldwide PC unit shipments declined 0.1% year over year to 87.5 million units in the second quarter of fiscal 2012. Shipments were also below the prior quarter level. Worldwide shipments during the first quarter were 89 million units.
The past several quarters have seen significant uncertainty in the PC market. The popularity of next-generation ultra-portable gadgets (mainly tablets and smartphones) has taken the market by storm, diverting consumer spending from traditional desktops and notebooks. Additionally, the much-hyped ultrabooks -- the next-gen laptop -- have failed to woo end-users, as expected.
Gartner estimates indicate that Hewlett-Packard Co. ( HPQ ) saw unit shipments slipping 12.1%, the worst amongst the PC vendors worldwide. H-P was followed by Dell Inc. ( DELL ) with an 11.5% decline. However, impressive performances by Lenovo, Acer Group and ASUS provided some support to the metrics.
In terms of market share, H-P maintained its world leadership with 14.9%, closely followed by Lenovo (14.7%). Dell lost its third position to Acer Group (11.0%), ending up fourth with a market share of 10.7%.
In the domestic market, H-P led with a 25.0% share, followed by Dell with 21.7% and Apple Inc. ( AAPL ) with 12.0%. But Apple saw the strongest year-over-year growth at 4.3%, handily beating H-P (-12.7%) and Dell (-9.5%).
Considering the above scenario, we believe that H-P has plenty of reason to worry. While Asian vendors are stiffening competition in the world market, Apple is making life difficult at home. During the first quarter, Apple's share in the market was just 10.6% compared to H-P's 29.0%.
Research firm IDC also shares the same opinion as Gartner. According to IDC, the decrease in unit shipments came below its conservative projection of 2.1% growth.
The Ripple Effect
The weakness in the PC market has also affected other companies. Some other OEMs (original equipment manufactures) and allied industries which have their fortunes tied to the industry have also been under pressure.
H-P remains cautious about the global environment for both consumer and commercial spending for its PC segment. Management also expects the pricing environment to remain competitive. Hence, it has decided not to provide quantitative revenue or segment-level outlooks.
H-P initiated a number of strategies to deal with the poorly performing PC segment. New product launches, the decision to spin off the segment (which was scrapped), and the merger of its PC and printer divisions are worth-mentioning.
But the strategies did not work out properly, probably due to the persistent weakness in IT spending. In order to deal with the situation, H-P announced a major restructuring program focusing on reducing the cost structure and realigning the work force to create investment capacity, support growth initiatives and innovation, and enable more effective operations globally.
H-P intends to reinvest the majority of savings from head count and non-head count related actions in its business to foster innovation, particularly in cloud, big data analytics, information management and security.
Dell expects a 2-4% sequential revenue growth, much of which is expected to come from servers and storage products. At its analyst day held in June, Dell announced a $2.0 billion cost cutting program over the next three years.
The idea behind the cost-cut is mainly to shift focus from the traditional computing business to a high-margin enterprise-class software and services market. Dell has also acquired a number of cloud and software vendors over time to solidify its position in the enterprise-solutions vertical.
The lackluster PC market is forcing the two key players to shift their focus from the traditional business. These tech giants are following the trend set up by IBM Corp. ( IBM ), which offloaded its PC unit to China's Lenovo Group Ltd. in 2005.
Yesterday, Asian PC manufacturer, Acer reduced its growth forecast for fiscal 2012. But the company is somewhat optimistic about the release of Microsoft Corp. 's ( MSFT ) Windows 8 operating system. The offering could boost PC sales in the coming quarters.
Analysts are of opinion that chip-maker Intel Corp. ( INTC ) may face challenges to meet its guidance for the second and third quarters of fiscal 2012, owing to the sluggish PC market. Intel did not slash its guidance but the shares dropped 3.2% post Gartner's announcement.
Last week, Intel's archrival Advanced Micro Devices Inc. ( AMD ) lowered its second quarter sales expectations, citing weak demand in China, sovereign debt issues in Europe, as well as a sluggish U.S. personal computer market.
Microsoft has also announced cost cuts by way of headcount reduction. The decision was largely based on Gartner's announcement of slowing PC sales.
Apart from the companies mentioned above, there are some others that could be affected by the soft PC market. Hard disk drive makers Seagate Technology plc ( STX ), Western Digital Corp. ( WDC ) and graphic chip-maker NVIDIA Corp. ( NVDA ) are worth mentioning.
Conclusion
Though the current scenario looks terrible, we believe that any improvement in macroeconomic conditions and Euro issues could boost tech spending going forward. Also, the release of Windows 8 could have a positive impact on PC sales.
Recently, Gartner predicted that global spending for information technology products and services will increase 3.0% year over year to $3.6 trillion in 2012. The projection surpasses the 2.5% growth expectations provided earlier this year.
To conclude, we think that aggressive pricing by Asus and Lenovo and Microsoft's upcoming tablet, Surface, could put H-P and Dell under even greater pressure. The bets appear to be on their ultrabook offerings, where initial reaction appears softer than expected.
Currently, H-P, AMD, Apple and Microsoft hold a Zacks Rank of #3, implying a short-term Hold recommendation. Intel has a Zacks Rank of #4, implying a short-term Sell recommendation. Dell has a Zacks Rank of #5, implying a short-term Strong Sell recommendation.
APPLE INC (AAPL): Free Stock Analysis Report
ADV MICRO DEV (AMD): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
GARTNER INC -A (IT): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
SEAGATE TECH (STX): Free Stock Analysis Report
WESTERN DIGITAL (WDC): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
H-P was followed by Dell Inc. ( DELL ) with an 11.5% decline. Dell lost its third position to Acer Group (11.0%), ending up fourth with a market share of 10.7%. In the domestic market, H-P led with a 25.0% share, followed by Dell with 21.7% and Apple Inc. ( AAPL ) with 12.0%.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report GARTNER INC -A (IT): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. H-P was followed by Dell Inc. ( DELL ) with an 11.5% decline. Dell lost its third position to Acer Group (11.0%), ending up fourth with a market share of 10.7%.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report GARTNER INC -A (IT): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. H-P was followed by Dell Inc. ( DELL ) with an 11.5% decline. Dell lost its third position to Acer Group (11.0%), ending up fourth with a market share of 10.7%.
|
H-P was followed by Dell Inc. ( DELL ) with an 11.5% decline. Dell lost its third position to Acer Group (11.0%), ending up fourth with a market share of 10.7%. In the domestic market, H-P led with a 25.0% share, followed by Dell with 21.7% and Apple Inc. ( AAPL ) with 12.0%.
|
4e9dd5a7-e106-439f-b684-42e5713f2ecb
|
726710.0
|
2012-07-03 00:00:00 UTC
|
Company News for July 3, 2012 - Corporate Summary
|
DELL
|
https://www.nasdaq.com/articles/company-news-for-july-3-2012-corporate-summary-2012-07-03
|
nan
|
nan
|
• Speculations that founder Dick Schulze might turn Best Buy Co., Inc. (NYSE: BBY ) into a private company helped the company's shares jump 5.9%
• Dell Inc. (NASDAQ: DELL ) said it will take over Quest Software, Inc. (NASDAQ: QSFT ) for $2.4 billion or $28 per share
• An announcement by EverBank Financial Corp (NYSE: EVER ) that it will buy the Business Property Lending division of GE Capital helped the shares of the former to jump 4.4%
• Bristol Myers Squibb Co. (NYSE: BMY ) will take over Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN ) for $5.3 billion. Following this announcement, shares of Amylin Pharma jumped 8.9%
AMYLIN PHARMA (AMLN): Free Stock Analysis Report
BEST BUY (BBY): Free Stock Analysis Report
BRISTOL-MYERS (BMY): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
EVERBANK FIN CP (EVER): Free Stock Analysis Report
QUEST SOFTWARE (QSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Speculations that founder Dick Schulze might turn Best Buy Co., Inc. (NYSE: BBY ) into a private company helped the company's shares jump 5.9% • Dell Inc. (NASDAQ: DELL ) said it will take over Quest Software, Inc. (NASDAQ: QSFT ) for $2.4 billion or $28 per share • An announcement by EverBank Financial Corp (NYSE: EVER ) that it will buy the Business Property Lending division of GE Capital helped the shares of the former to jump 4.4% • Bristol Myers Squibb Co. (NYSE: BMY ) will take over Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN ) for $5.3 billion. Following this announcement, shares of Amylin Pharma jumped 8.9% AMYLIN PHARMA (AMLN): Free Stock Analysis Report BEST BUY (BBY): Free Stock Analysis Report BRISTOL-MYERS (BMY): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EVERBANK FIN CP (EVER): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Speculations that founder Dick Schulze might turn Best Buy Co., Inc. (NYSE: BBY ) into a private company helped the company's shares jump 5.9% • Dell Inc. (NASDAQ: DELL ) said it will take over Quest Software, Inc. (NASDAQ: QSFT ) for $2.4 billion or $28 per share • An announcement by EverBank Financial Corp (NYSE: EVER ) that it will buy the Business Property Lending division of GE Capital helped the shares of the former to jump 4.4% • Bristol Myers Squibb Co. (NYSE: BMY ) will take over Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN ) for $5.3 billion. Following this announcement, shares of Amylin Pharma jumped 8.9% AMYLIN PHARMA (AMLN): Free Stock Analysis Report BEST BUY (BBY): Free Stock Analysis Report BRISTOL-MYERS (BMY): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EVERBANK FIN CP (EVER): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Speculations that founder Dick Schulze might turn Best Buy Co., Inc. (NYSE: BBY ) into a private company helped the company's shares jump 5.9% • Dell Inc. (NASDAQ: DELL ) said it will take over Quest Software, Inc. (NASDAQ: QSFT ) for $2.4 billion or $28 per share • An announcement by EverBank Financial Corp (NYSE: EVER ) that it will buy the Business Property Lending division of GE Capital helped the shares of the former to jump 4.4% • Bristol Myers Squibb Co. (NYSE: BMY ) will take over Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN ) for $5.3 billion. Following this announcement, shares of Amylin Pharma jumped 8.9% AMYLIN PHARMA (AMLN): Free Stock Analysis Report BEST BUY (BBY): Free Stock Analysis Report BRISTOL-MYERS (BMY): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EVERBANK FIN CP (EVER): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Speculations that founder Dick Schulze might turn Best Buy Co., Inc. (NYSE: BBY ) into a private company helped the company's shares jump 5.9% • Dell Inc. (NASDAQ: DELL ) said it will take over Quest Software, Inc. (NASDAQ: QSFT ) for $2.4 billion or $28 per share • An announcement by EverBank Financial Corp (NYSE: EVER ) that it will buy the Business Property Lending division of GE Capital helped the shares of the former to jump 4.4% • Bristol Myers Squibb Co. (NYSE: BMY ) will take over Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN ) for $5.3 billion. Following this announcement, shares of Amylin Pharma jumped 8.9% AMYLIN PHARMA (AMLN): Free Stock Analysis Report BEST BUY (BBY): Free Stock Analysis Report BRISTOL-MYERS (BMY): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EVERBANK FIN CP (EVER): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
b6ba6004-baa0-4b70-a1de-e4cda5d1af14
|
726711.0
|
2012-07-03 00:00:00 UTC
|
Needham & Co. Stays “Neutral” on Dell; Quest Acquisition Unlikely to Have a Big Impact (DELL)
|
DELL
|
https://www.nasdaq.com/articles/needham-co-stays-neutral-dell-quest-acquisition-unlikely-have-big-impact-dell-2012-07-03
|
nan
|
nan
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Needham & Co.
The firm maintained its "Hold" rating on DELL, noting that its recently announced acquisition of Quest Software for $2.4 billion.
A Needham analyst commented, "As has been widely speculated for weeks, Dell continued its buying trend yesterday with the acquisition of Quest for $28/share after battling Insight Venture Mgmt's previous deal with the company. Few details were provided on ultimate accretion, but as the deal will be funded from cash (or cash raised through debt) we believe it should be accretive in F14 at least. Moving the needle, however, remains challenging with Quest at only an $857M annual revenue run-rate (no change to estimates until closing in F3Q). With global macro/PC issues lingering, we maintain our Hold on Dell despite the seemingly attractive valuation."
Dell shares posted small losses in premarket trading Tuesday.
The Bottom Line
Dell currently offers a 2.58% dividend yield, based on last night's closing price of $12.39 and the company's annualized dividend payout of 32 cents per share.
Dell Inc. ( DELL ) is not currently rated by Dividend.com.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The firm maintained its "Hold" rating on DELL, noting that its recently announced acquisition of Quest Software for $2.4 billion. A Needham analyst commented, "As has been widely speculated for weeks, Dell continued its buying trend yesterday with the acquisition of Quest for $28/share after battling Insight Venture Mgmt's previous deal with the company. PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Needham & Co.
|
The Bottom Line Dell currently offers a 2.58% dividend yield, based on last night's closing price of $12.39 and the company's annualized dividend payout of 32 cents per share. PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Needham & Co. The firm maintained its "Hold" rating on DELL, noting that its recently announced acquisition of Quest Software for $2.4 billion.
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Needham & Co. The Bottom Line Dell currently offers a 2.58% dividend yield, based on last night's closing price of $12.39 and the company's annualized dividend payout of 32 cents per share. Dell Inc. ( DELL ) is not currently rated by Dividend.com.
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Needham & Co. The Bottom Line Dell currently offers a 2.58% dividend yield, based on last night's closing price of $12.39 and the company's annualized dividend payout of 32 cents per share. Dell Inc. ( DELL ) is not currently rated by Dividend.com.
|
968782c1-8630-4bed-ba27-4f3f2bd4ed2b
|
726712.0
|
2012-07-03 00:00:00 UTC
|
Dell's New Software for SMBs - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dells-new-software-for-smbs-analyst-blog-2012-07-03
|
nan
|
nan
|
The Small & Medium Business (SMB) segment has emerged as a key focus area for all eminent Information Technology (IT) companies, and Dell Inc. ( DELL ) is no different.
The company has recently launched a marketing automation software from Pardot as a service to help businesses carry out cost effective demand generation programs that are easy to track and measure. The new offering is expected to help Dell expand its portfolio of Software-as-a-Service (SaaS) solutions, which are specially targeted toward small and medium-sized organizations and help them to manage and grow their businesses.
The marketing automation solution from Dell is customized to help marketing organizations cater to customer needs effectively, and includes services for setting up email campaigns, developing web site forms, and integrating Google AdWords and CRM systems. As with all Dell Cloud Business Applications, this new solution includes pre-packaged implementation services that are designed to accelerate adoption and time to value.
So, we believe that IT security is another area that Dell may explore going forward. Given the improvement in demand for security products among smaller companies, Dell is looking to cater to this demand to stimulate growth. The same strategy has been adopted by Intel ( INTC ), when it acquired McAfee to cater to its own customers.
As per a recent research published by International Data Corp (IDC), the small and midsize businesses are expected to spend $5.6 billion on security technology by 2015.
Moreover, SMBs have also realized the fact that employees are using the same technology to control and get malware protection compared to other traditional IT products. As per IDC research, security has become a top priority for about 19.0% of the smallest companies, (less than 100 employees). Moreover, for companies with head count of up to 999 employees, the number stood at 36.0%.
Dell's SMB segment has performed particularly well in the first quarter of 2013. Dell's server, software, storage and any other offerings capable of facilitating transition to the cloud will be snapped up by the SMB customers. This is because SMBs take quick decisions and there is less process involved in the approval.
Macroeconomic factors, currency and competitive challenges remain headwinds for Dell. Moreover, the company faces certain sales execution issues, which may affect the timing and the revenue recognition process. This apart, some modest accounting issues may also affect the company's business.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
DELL INC (DELL): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The new offering is expected to help Dell expand its portfolio of Software-as-a-Service (SaaS) solutions, which are specially targeted toward small and medium-sized organizations and help them to manage and grow their businesses. The Small & Medium Business (SMB) segment has emerged as a key focus area for all eminent Information Technology (IT) companies, and Dell Inc. ( DELL ) is no different. The marketing automation solution from Dell is customized to help marketing organizations cater to customer needs effectively, and includes services for setting up email campaigns, developing web site forms, and integrating Google AdWords and CRM systems.
|
The marketing automation solution from Dell is customized to help marketing organizations cater to customer needs effectively, and includes services for setting up email campaigns, developing web site forms, and integrating Google AdWords and CRM systems. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here. The Small & Medium Business (SMB) segment has emerged as a key focus area for all eminent Information Technology (IT) companies, and Dell Inc. ( DELL ) is no different.
|
The Small & Medium Business (SMB) segment has emerged as a key focus area for all eminent Information Technology (IT) companies, and Dell Inc. ( DELL ) is no different. The marketing automation solution from Dell is customized to help marketing organizations cater to customer needs effectively, and includes services for setting up email campaigns, developing web site forms, and integrating Google AdWords and CRM systems. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here.
|
The Small & Medium Business (SMB) segment has emerged as a key focus area for all eminent Information Technology (IT) companies, and Dell Inc. ( DELL ) is no different. The marketing automation solution from Dell is customized to help marketing organizations cater to customer needs effectively, and includes services for setting up email campaigns, developing web site forms, and integrating Google AdWords and CRM systems. The new offering is expected to help Dell expand its portfolio of Software-as-a-Service (SaaS) solutions, which are specially targeted toward small and medium-sized organizations and help them to manage and grow their businesses.
|
442395f5-8da6-4bec-ba03-96d21860ef05
|
726713.0
|
2012-07-03 00:00:00 UTC
|
Three Sectors to Benefit, Three Others to Suffer from Growth in Tablets
|
DELL
|
https://www.nasdaq.com/articles/three-sectors-benefit-three-others-suffer-growth-tablets-2012-07-03
|
nan
|
nan
|
Tablet shipments are expected to overtake notebook shipment numbers by 2016, according to NPD DisplaySearch's Quarterly Mobile PC Shipment and Forecast Report.
Notebook shipments are expected to go from 208 million units in 2012 to 393 million by 2017, and tablets are expected to go from 121 million to 416 million along the same time period - a 243 percent increase for tablets, as compared to 89 percent in notebooks.
Earlier this year, Morgan Stanley (NYSE: MS ) broke down the winners and losers of this development in a research report. Below are some winners and losers in a tablet world.
First, a look at the winners.
Memory is a big winner in Morgan Stanley's bull case. According to the analyst firm, a bullish tablet sector could disrupt the memory-based NAND supply-demand balance, which is already tight because of the rising smartphone and tablet adoption rates. SanDisk Corporation (NASDAQ: SNDK ) is seen by Morgan Stanley as a stock that provides investors with a favorable play in this direction.
Media is another sector that is poised to have a boom in a tablet era. Morgan Stanley believes that tablets will be a "game changer for content owners." This is likely to come through the larger audience that would boost the window of opportunity for advertisers, as well as the significant upside in content rental activity. Magazines with a foothold in the digitized format are also likely media winners.
Cable and satellite providers, such as Dish Networks (NASDAQ: DISH ), Comcast (NASDAQ: CMCSA ), DirecTV (NASDAQ: DTV ) and Cablevision Systems (NYSE: CVC ) are another sector of winners on the back of the tablet bandwagon. Morgan Stanley believes that this will come through the enhanced video experience and rising broadband consumption that an expanding tablet market will usher in.
Not all industries will be happy in a tablet-heavy world.
Some hardware manufacturers, such as Hewlett Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) may be negatively impacted as the tablet market disrupts the PC space. Shipments are likely to take a 5 percent haircut through 2013, according to Morgan Stanley.
Printing is another industry that Morgan Stanley anticipates will take a sizable hit from tablets. The analyst firm expects this disruption to be structural, in the form of a reduction in enterprise and commercial printing. The expected haircut is a 2 percent to 5 percent reduction in printer supplies revenue through 2012 alone, said Morgan Stanley. Lexmark (NYSE: LXK ) and Hewlett Packard are likely to feel some of that pain.
Gaming hardware may also see increased downside from a shift to tablets, according to Morgan Stanley. Over the next two years, the firm expects to see a 6 percent to 8 percent haircut in shipments for the sector. Potentially challenged companies, according to the analyst firm, include Nintendo and Sony (NYSE: SNE ).
Tablet-related opportunities and threats go beyond the above-mentioned heat maps. Anything fitting the description of legacy platforms will be placed under the microscope in the next several years. The making or breaking of companies will come based on how quickly they adapt.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Some hardware manufacturers, such as Hewlett Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) may be negatively impacted as the tablet market disrupts the PC space. Earlier this year, Morgan Stanley (NYSE: MS ) broke down the winners and losers of this development in a research report. SanDisk Corporation (NASDAQ: SNDK ) is seen by Morgan Stanley as a stock that provides investors with a favorable play in this direction.
|
Some hardware manufacturers, such as Hewlett Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) may be negatively impacted as the tablet market disrupts the PC space. Earlier this year, Morgan Stanley (NYSE: MS ) broke down the winners and losers of this development in a research report. Over the next two years, the firm expects to see a 6 percent to 8 percent haircut in shipments for the sector.
|
Some hardware manufacturers, such as Hewlett Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) may be negatively impacted as the tablet market disrupts the PC space. Notebook shipments are expected to go from 208 million units in 2012 to 393 million by 2017, and tablets are expected to go from 121 million to 416 million along the same time period - a 243 percent increase for tablets, as compared to 89 percent in notebooks. According to the analyst firm, a bullish tablet sector could disrupt the memory-based NAND supply-demand balance, which is already tight because of the rising smartphone and tablet adoption rates.
|
Some hardware manufacturers, such as Hewlett Packard (NYSE: HPQ ) and Dell (NASDAQ: DELL ) may be negatively impacted as the tablet market disrupts the PC space. First, a look at the winners. Shipments are likely to take a 5 percent haircut through 2013, according to Morgan Stanley.
|
0e232779-ec66-4a98-b984-cab01bda63f1
|
726714.0
|
2012-07-03 00:00:00 UTC
|
Dell Edges Competition for Quest - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-edges-competition-for-quest-analyst-blog-2012-07-03
|
nan
|
nan
|
After battling with other bidders over the past few months, Dell Inc. ( DELL ) has finally snapped up information technology (IT) management software provider Quest Software Inc. ( QSFT ). Dell edged out its competitors with a striking offer of $2.4 billion (net of Quest's cash and debt).
The purchase consideration translates to $28.00 a share, which is a slight premium over Quest's closing share price of $27.82 on Monday. The deal has already been approved by the boards of directors of both companies and is expected to close in Dell's fiscal third quarter ending October 2012.
A Good Deal for Dell
California-based Quest Software develops network and database management software and offers a wide range of solutions to deal with IT challenges. Quest's offerings will go hand-in-hand with Dell's offerings and would expand the latter's software capabilities in systems management, security, data protection and workspace management.
Moreover, Quest also brings on board 1,500 software sales experts and 1,300 software developers, which are expected to generate $1.2 billion of software revenue, annually.
Also, Dell could make its presence in the software space more stable, putting pressure on H-P, which is on a similar mission.
The Bidding Drama
Many software vendors were chasing Quest Software since the beginning of this year. Among the bidders, Quest found the offer made by private equity firm Insight Venture Partners competitive. Insight, which partnered with Vector Capital, offered a price of $23 per share or $2.0 billion in March. In June, Dell and Insight entered into a neck and neck bidding war. Dell's $2.15 billion offer was outshined by Insight's hefty $2.17 billion.
The Quest bid reminds us of the dramatic 3PAR bidding war between the PC bigwigs Dell and Hewlett-Packard Co. ( HPQ ) in 2010. Dell lost the bid to its archrival.
Conclusion
The acquisition reflects the fourth consecutive deal by Dell this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. The initiative would help the company to shift its focus from the traditional PC business, which is putting pressure on its fundamentals.
The shift is critical for Dell's success in the dynamic and evolving technology sector, where most of the growth in the next few years is likely to be in the storage, software and virtualization segments. Since Dell's business has been focused on PCs, the company has had to refocus the business and even go in for some cost reduction over the next three years.
The basic idea of this cost reduction initiative was to support current profitability, with the longer-term objective being a move from the traditional computing business to a high-margin enterprise-class software and services business. The costs saved will also help fund further acquisitions targeting the higher-margin segment.
Dell's shares slumped 5 cents in the after-hours reflecting integration risks, a higher debt burden and concerns regarding the uncertain PC market.
Currently, Dell has a short-term Sell recommendation, as indicated by the Zacks #4 Rank.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
QUEST SOFTWARE (QSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Conclusion The acquisition reflects the fourth consecutive deal by Dell this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. The shift is critical for Dell's success in the dynamic and evolving technology sector, where most of the growth in the next few years is likely to be in the storage, software and virtualization segments. Dell's shares slumped 5 cents in the after-hours reflecting integration risks, a higher debt burden and concerns regarding the uncertain PC market.
|
A Good Deal for Dell California-based Quest Software develops network and database management software and offers a wide range of solutions to deal with IT challenges. Conclusion The acquisition reflects the fourth consecutive deal by Dell this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
After battling with other bidders over the past few months, Dell Inc. ( DELL ) has finally snapped up information technology (IT) management software provider Quest Software Inc. ( QSFT ). A Good Deal for Dell California-based Quest Software develops network and database management software and offers a wide range of solutions to deal with IT challenges. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
A Good Deal for Dell California-based Quest Software develops network and database management software and offers a wide range of solutions to deal with IT challenges. Conclusion The acquisition reflects the fourth consecutive deal by Dell this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. After battling with other bidders over the past few months, Dell Inc. ( DELL ) has finally snapped up information technology (IT) management software provider Quest Software Inc. ( QSFT ).
|
005c2e5d-69bb-48f9-bd0a-ee66dba8229d
|
726715.0
|
2012-07-02 00:00:00 UTC
|
Stocks Show Resilience After Early ISM Shock
|
DELL
|
https://www.nasdaq.com/articles/stocks-show-resilience-after-early-ism-shock-2012-07-02
|
nan
|
nan
|
The Dow Jones Industrial Average (DJI) bumped higher this morning, but lost steam as Wall Street contemplated the domestic and global economy. "On the one hand, we had very weak manufacturing data, which confirmed that the U.S. economy is slowing," said Schaeffer's Senior Technical Strategist Ryan Detrick. "Yet, on the other hand, construction spending was very strong, again suggesting the very sensitive housing market continues to buck the trend and go higher."
Keep reading to see what else was on our radar today:
Check out the surprisingly close year-to-date returns for stocks, bonds, and gold with Bernie Schaeffer.
Lunatic levels of volatility ! Read the most recent commentary from Bernie Schaeffer's Option Advisor .
Plus, will exceedingly low expectations fuel the next market rally ?
And now, a look at the numbers...
The Dow Jones Industrial Average (DJI - 12,871.39) endured a near 107-point swing today, touching a session high of 12,902.12 just after the open, and falling to a session low of 12,795.48 before lunchtime. But ultimately, the Dow closed lower by only 8.7 points, or 0.07%. Fifteen of the 30 blue chips enjoyed gains, as JPMorgan Chase & Co. ( JPM ) and AT&T ( T ) led the outperforming issues with rises of 1.5% apiece. DuPont ( DD ) paced the fourteen laggards with a 2.3% drop, while Pfizer Inc. ( PFE ) ended unchanged.
The S&P 500 Index (SPX - 1,365.51) eked out a win in the last minutes of trading, inching 3.4 points, or 0.3%, higher. Meanwhile, the Nasdaq Composite (COMP - 2,951.23) turned in the best performance of its fellow benchmarks, jumping 16.2 points, or 0.6%.
The CBOE Market Volatility Index (VIX - 16.80) leapt as high as 18.19 this morning, but spent the rest of the session on a slow decline. By the close, the VIX slipped 1.6%, and notched its lowest daily settlement since May 2.
Today's highlight : "When you consider that the Dow gained nearly 300 points on Friday, I think today's action is rather encouraging," suggested Detrick. "There was a time not that long ago when a big move up nearly promised a big (if not bigger) move down the very next day. Today's action is a big step in the right direction for further higher prices .
Turning to today's major market stories...
Bernie Schaeffer On Charts : How Long Can SPY, GLD, and TLT Stay In Sync?
What did the Purchasing Managers Index (PMI) reveal about the state of the global economy?
With the summer days upon us, Schaeffer's Columnist Adam Warner explained how traders price in particularly slow sessions for the VIX .
Option Trends : Dell Inc. ( DELL ), Level 3 Communications, Inc. (LVLT), and Logitech International S.A. (LOGI).
SXC Health Solutions Corp. (NASDAQ:SXCI) charged to an all-time peak, while First Niagara Financial Group Inc. (FNFG) plunged to an all-time low.
Online issues Pandora Media Inc (P) and OpenTable Inc (OPEN) were targeted by analysts earlier today.
Put activity bubbled up on RadioShack Corporation (RSH) and Anheuser-Busch InBev NV (BUD) .
An options bull rolled up his position on AK Steel Holding Corporation (AKS).
Pessimism amplified on Xilinx, Inc. (XLNX) , as the shares prolonged their stay below their 200-day moving average.
Shareholders are protecting their bullish bets on Pharmacyclics, Inc. (PCYC).
A long straddle was initiated on Mosaic Co (MOS).
And in case you missed it... The July edition of Bernie Schaeffer's Option Advisor commentary is now online.
For today's activity in commodities, options, and more, head to page 2.
After enjoying their largest percentage daily gain since March 2009 on Friday, oil futures were pressured lower by disappointing manufacturing reports for the U.S. and abroad, as well as profit-taking investors. As the dollar edged higher, August-dated crude declined $1.21, or 1.4%, to land at $83.75 per barrel.
Likewise, lagging global manufacturing activity and a strengthened greenback weighed on gold futures. By the close, gold for August delivery clipped off $6.50, or 0.4%, to settle at $1,597.70 an ounce.
Levels to watch in trading...
Dow Jones Industrial Average (DJI - 12,871.39) - support at 11,500; resistance at 14,000
S&P 500 Index (SPX - 1,365.51) - support at 1,100; resistance at 1,500
Nasdaq Composite (COMP - 2,951.23) - support at 2,400; resistance at 3,400
Click the links for coverage on today's notable annual highs and notable annual lows .
At the end of every market day, the staff at Schaeffer's Investment Research reviews the trading day in detail, covering major events and key market developments. Don't miss this critical, timely and insightful report. If you enjoyed today's edition of Market Recap, sign up here for free daily delivery straight to your inbox.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
All Rights Reserved. Unauthorized reproduction of any SIR publication is strictly prohibited.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Option Trends : Dell Inc. ( DELL ), Level 3 Communications, Inc. (LVLT), and Logitech International S.A. (LOGI). The Dow Jones Industrial Average (DJI) bumped higher this morning, but lost steam as Wall Street contemplated the domestic and global economy. Turning to today's major market stories... Bernie Schaeffer On Charts : How Long Can SPY, GLD, and TLT Stay In Sync?
|
Option Trends : Dell Inc. ( DELL ), Level 3 Communications, Inc. (LVLT), and Logitech International S.A. (LOGI). The Dow Jones Industrial Average (DJI) bumped higher this morning, but lost steam as Wall Street contemplated the domestic and global economy. The Dow Jones Industrial Average (DJI - 12,871.39) endured a near 107-point swing today, touching a session high of 12,902.12 just after the open, and falling to a session low of 12,795.48 before lunchtime.
|
Option Trends : Dell Inc. ( DELL ), Level 3 Communications, Inc. (LVLT), and Logitech International S.A. (LOGI). The Dow Jones Industrial Average (DJI - 12,871.39) endured a near 107-point swing today, touching a session high of 12,902.12 just after the open, and falling to a session low of 12,795.48 before lunchtime. Today's highlight : "When you consider that the Dow gained nearly 300 points on Friday, I think today's action is rather encouraging," suggested Detrick.
|
Option Trends : Dell Inc. ( DELL ), Level 3 Communications, Inc. (LVLT), and Logitech International S.A. (LOGI). But ultimately, the Dow closed lower by only 8.7 points, or 0.07%. The July edition of Bernie Schaeffer's Option Advisor commentary is now online.
|
8b86757c-7b9e-42d4-b90a-1aa9d30a9424
|
726716.0
|
2012-06-28 00:00:00 UTC
|
Google Ventures into Tablet Market - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/google-ventures-into-tablet-market-analyst-blog-2012-06-28
|
nan
|
nan
|
Google Inc. ( GOOG ) announced its much-awaited debut into the tablet segment with the launch of its $199 tablet computer, Nexus 7. The move appears to be a direct challenge to Amazon.com Inc. ( AMZN ), while adding yet another challenger to market leader Apple Inc. ( AAPL ).
The tablet market has already turned into a battlefield with the presence of tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ) to name a few.
Recently, M icrosoft Corp. ( MSFT ) also jumped on the bandwagon with the launch of Surface. Of course, Apple leads the pack in terms of unit shipments with its iPad.
Like Amazon's Kindle Fire, Google's Nexus 7 is competitively priced and has a 7-inch screen. Through this device, consumers can read digital books, listen to songs, consume other digital media and enjoy various other services that Google's Play service offers.
Nexus 7 uses a new version of Google's Android software, Jelly Bean, and uses NVIDIA Corp.'s ( NVDA ) Tegra mobile processor that enables longer battery life and significant advantages in playing game software. As per Google, Nexus 7 will be manufactured by its hardware partner Asustek Computer Inc.
Google will start taking orders on Nexus 7 now, but shipments for the device are expected to start from mid-July. Initially, the device will be launched in the United States, Australia, Canada and the United Kingdom.
Android tablets are already available from companies such as Samsung Electronics Co., HTC Corp. and Motorola Mobility Holdings Inc., acquired by Google for $12.5 billion last month. Amazon's 7-inch-display Kindle Fire tablet also runs on Google's operating system while featuring many of its own services, music as well as book sales.
Some analysts at Gartner Inc. expect the Nexus tablet to compete with the Kindle Fire, given its attractive price, sleek feature, varied services and content offerings.
Nexus 7 will be the first tablet to get Google's Nexus designation. In the past, Google has worked with manufacturers such as Samsung for Nexus smartphones to highlight the best features of Android software. But unfortunately, Google had to close it down due to weakening margins and strong competition.
Hence, we believe that though its recent purchase of Motorola Mobility will expand its expertise in wireless technology and handset design, Google will not get into the handset hardware business as it will likely pull down its margins. However, the benefits of an integrated approach to hardware and software cannot be overlooked going by Apple's success in recent years.
So far, Apple has managed to maintain its leadership position in the tablet market. Market research firm Gartner expects Apple and its iPad to remain the global tablet leader through at least 2016, even if it loses some market share.
The iPad will account for an estimated 46% of shipments in 2016, down from a projected 61% this year. Google's Android-based tablets will account for 37% by 2016, up from 32%.
Google also introduced a ball-shaped computing device called the Nexus Q, which was internally designed to stream music and videos from Google's YouTube video service and its Play service. The Q device will cost $299 and will start shipping from next month.
Though Google is a market leader in online advertising, it has been trying to explore the mobile space and compete with Microsoft and others. We view Google's decision to manufacture its own tablet as another bold move, designed to compete with Apple as it continues to encroach on the Internet-search giant's territory with major software applications.
Earlier this month, Apple introduced a number of new software products, including a mapping service that would replace Google Maps as the default system for Apple devices.
Currently, Google shares carry a Zacks #3 Rank, implying a Hold rating for the near term.
APPLE INC (AAPL): Free Stock Analysis Report
AMAZON.COM INC (AMZN): Free Stock Analysis Report
(APPLEINC.): ETF Research Reports
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
RESEARCH IN MOT (RIMM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The tablet market has already turned into a battlefield with the presence of tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ) to name a few. ): ETF Research Reports CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. Amazon's 7-inch-display Kindle Fire tablet also runs on Google's operating system while featuring many of its own services, music as well as book sales.
|
): ETF Research Reports CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. The tablet market has already turned into a battlefield with the presence of tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ) to name a few. Like Amazon's Kindle Fire, Google's Nexus 7 is competitively priced and has a 7-inch screen.
|
): ETF Research Reports CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. The tablet market has already turned into a battlefield with the presence of tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ) to name a few. As per Google, Nexus 7 will be manufactured by its hardware partner Asustek Computer Inc. Google will start taking orders on Nexus 7 now, but shipments for the device are expected to start from mid-July.
|
The tablet market has already turned into a battlefield with the presence of tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ) to name a few. ): ETF Research Reports CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. Of course, Apple leads the pack in terms of unit shipments with its iPad.
|
e45fd562-09b9-4be4-b9e7-2e01862eb166
|
726717.0
|
2012-06-26 00:00:00 UTC
|
Dell’s Target, Estimates Reduced at Jefferies; Several Overhangs in PC Market (DELL)
|
DELL
|
https://www.nasdaq.com/articles/dells-target-estimates-reduced-jefferies-several-overhangs-pc-market-dell-2012-06-26
|
nan
|
nan
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Jefferies & Co.
The firm maintained its "Hold" rating on DELL but cut its price target from $15 to $13. That new target suggests a 9% upside to the stock's Monday closing price of $11.95.
Jefferies also lowered its fiscal first quarter and full-year 2013 earnings estimates for the company, citing multiple factors, including:
Softening PC demand over the past month,
Tablet competition from Microsoft ( MSFT ),
Competition from Chinese I.T. firm Huawei (which is a Windows 8 launch partner),
Risks that OEMs may not initially embrace new Windows 8 hybrid tablet/notebooks, and
A cautious outlook on Windows 8′s real impact on PC demand.
Dell shares posted modest gains in premarket trading Tuesday.
The Bottom Line
Shares of Dell ( DELL ) are getting set to announce their first-ever dividend payout dates. Based on the payout amount indicated, the stock would have a 2.68% dividend yield, based on last night's closing stock price of $11.95.
Dell Inc. ( DELL ) is not currently rated by Dividend.com.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell shares posted modest gains in premarket trading Tuesday. PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Jefferies & Co. The firm maintained its "Hold" rating on DELL but cut its price target from $15 to $13.
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Jefferies & Co. The firm maintained its "Hold" rating on DELL but cut its price target from $15 to $13. Dell shares posted modest gains in premarket trading Tuesday.
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Jefferies & Co. The Bottom Line Shares of Dell ( DELL ) are getting set to announce their first-ever dividend payout dates. Dell Inc. ( DELL ) is not currently rated by Dividend.com.
|
Dell shares posted modest gains in premarket trading Tuesday. Dell Inc. ( DELL ) is not currently rated by Dividend.com. PC maker Dell Inc. ( DELL ) on Tuesday caught some tepid commentary from analysts at Jefferies & Co.
|
1963553c-974f-42b9-9773-51725dc9b2f0
|
726718.0
|
2012-06-25 00:00:00 UTC
|
After Hours Most Active for Jun 25, 2012 : T, VZ, BAC, WIN, DOW, WFC, C, ALSK, MSFT, JBLU, APOL, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-jun-25-2012-t-vz-bac-win-dow-wfc-c-alsk-msft-jblu-apol-dell-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .64 to 2,534.18. The total After hours volume is currently 22,161,434 shares traded.
The following are the most active stocks for the after hours session :
AT&T Inc. ( T ) is -0.0455 at $34.90, with 11,984,500 shares traded. T's current last sale is 102.66% of the target price of $34.
Verizon Communications Inc. ( VZ ) is +0.0024 at $43.65, with 7,975,627 shares traded. VZ's current last sale is 103.93% of the target price of $42.
Bank of America Corporation ( BAC ) is -0.03 at $7.57, with 3,431,956 shares traded. BAC's current last sale is 75.7% of the target price of $10.
Windstream Corporation ( WIN ) is +0.005 at $9.61, with 1,460,455 shares traded. WIN's current last sale is 83.57% of the target price of $11.5.
Dow Chemical Company (The) ( DOW ) is -0.0412 at $32.20, with 1,281,071 shares traded. DOW's current last sale is 87.02% of the target price of $37.
Wells Fargo & Company ( WFC ) is -0.0162 at $32.21, with 1,140,730 shares traded. As reported by Zacks, the current mean recommendation for WFC is in the "buy range".
Citigroup Inc. ( C ) is -0.05 at $26.70, with 964,939 shares traded. C's current last sale is 62.09% of the target price of $43.
Alaska Communications Systems Group, Inc. ( ALSK ) is +0.1191 at $2.31, with 853,274 shares traded. As reported in the last short interest update the days to cover for ALSK is 18.670489; this calculation is based on the average trading volume of the stock.
Microsoft Corporation ( MSFT ) is -0.015 at $29.85, with 795,119 shares traded. Over the last four weeks they have had 11 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.9. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
JetBlue Airways Corporation ( JBLU ) is -0.01 at $5.18, with 587,780 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.19. JBLU's current last sale is 69.07% of the target price of $7.5.
Apollo Group, Inc. ( APOL ) is +2.74 at $35.21, with 522,515 shares traded. RTT News Reports: Apollo Group Q3 Profit Declines; Boosts FY12 Operating Earnings Outlook
Dell Inc. ( DELL ) is +0.005 at $11.95, with 491,386 shares traded. DELL's current last sale is 74.69% of the target price of $16.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
RTT News Reports: Apollo Group Q3 Profit Declines; Boosts FY12 Operating Earnings Outlook Dell Inc. ( DELL ) is +0.005 at $11.95, with 491,386 shares traded. DELL's current last sale is 74.69% of the target price of $16. As reported in the last short interest update the days to cover for ALSK is 18.670489; this calculation is based on the average trading volume of the stock.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. RTT News Reports: Apollo Group Q3 Profit Declines; Boosts FY12 Operating Earnings Outlook Dell Inc. ( DELL ) is +0.005 at $11.95, with 491,386 shares traded. DELL's current last sale is 74.69% of the target price of $16.
|
RTT News Reports: Apollo Group Q3 Profit Declines; Boosts FY12 Operating Earnings Outlook Dell Inc. ( DELL ) is +0.005 at $11.95, with 491,386 shares traded. DELL's current last sale is 74.69% of the target price of $16. DOW's current last sale is 87.02% of the target price of $37.
|
RTT News Reports: Apollo Group Q3 Profit Declines; Boosts FY12 Operating Earnings Outlook Dell Inc. ( DELL ) is +0.005 at $11.95, with 491,386 shares traded. DELL's current last sale is 74.69% of the target price of $16. The NASDAQ 100 After Hours Indicator is up .64 to 2,534.18.
|
0c72a006-0272-4ee9-972d-6f26f051135e
|
726719.0
|
2012-06-22 00:00:00 UTC
|
It's Time to Sell This Winning Stock
|
DELL
|
https://www.nasdaq.com/articles/its-time-sell-winning-stock-2012-06-22
|
nan
|
nan
|
In a slow economy , it's so hard to find companies capable of scorching growth. The only companies you should be researching -- if you're looking to double or triple your money -- are the ones that aim to revolutionize an industry.
Medical software firm athenahealth (Nasdaq: ATHN ) has done just that. The company helps doctors automate their billing practices while enabling the migration to electronic medical records.
As more doctors have signed on, the company's revenue base has surged. In fact, it has risen at least 30% in seven straight years. I'm not sure you'll find another publicly-traded company with so many years of sustained growth like that.
Despite this track record, it took awhile for investors to catch on. Shares only took off near the end of 2010, but have been on steroids ever since.
Yet such a fast-growing company invariably runs into the same problem that many have before it. Growth inevitably slows, and when it happens, momentum investors run for the exits and go in search of the next hot growth stock. Amazingly, athenahealth shows no signs of cooling off. Analysts say sales will grow 30% this year, again in 2013 and in 2014 as well.
Yet it's the composition of this growth that has some analysts concerned. Up until now, the fastest-growing part of athenahealth's business has been its billing software segment, known as athenaCollector. As it has comprised an increasing percentage of sales, this company's gross margins have soared: They exceeded 50% for the first time in 2006, and have since risen every year to a recent 62%.
Trouble is, the fastest-growing division for the company is now "Clinicals," which is the electronic medical records segment. This segment isn't just software. There's a lot of hand-holding that goes into supporting each physician practice. "With athenaClinicals, the tasks surrounding the point of care requires far more labor hours per physician, like fax scanning and upload, lab image uploads, as well as customer support," note analysts at Sterne Agee.
As a result, this company's never-ending surge in gross margins looks to be near an end, which is a crucial consideration for growth stocks.
Let me digress a moment. At the end of the 1990s, I recall watching a segment on CNBC where a guest was discussing the seemingly ideal path taken by Dell's (Nasdaq: DELL ) gross margins and its stock price. These two items were overlaid against each other in a chart and it was an exact fit. Rising gross margins are a clear sign that a company is generating more sales from its various cost components. When margins peaked for Dell soon thereafter, so did its stock price.
Are athenahealth's margins about to slump? It bears watching. It's the absence of further margin gains that will force investors to give this stock fresh scrutiny. And when investors see that this stock trades for a stunning 80 times projected 2012 earnings per share (of around $1) and around 60 times projected 2013 EPS of around $1.30, they will come to see that this is one of the most richly-valued stocks on the market -- in a stock market that doesn't look all that healthy anyway.
Investors may also be in for a surprise when it comes to sales growth, having grown accustomed to 30% growth. That's because competition is starting to build. For example, privately-held CareCloud has begun to attract more interest from physicians. "The company offers a more flexible approach to the revenue cycle and a much friendlier and intuitive user interface," according to analysts at Auriga Securities.
Insiders have already voted with their feet. They started selling this stock back when it was in the $50s and have been selling ever since. Since June 2011, insiders have sold more than 16 million shares. They now control around 2.5% of company stock, less than half of what they owned a year ago.
Risks to Consider: This is already a heavily-shorted stock, with the current short interest of 9 million shares representing 19 days of trading volume , so you may need to ride out a short squeeze if you decide to go short.
Action to Take --> So what does the downside look like for this stock? Analysts at Sterne Agee see it falling from a recent $80 to $68 because they suspect sustained future growth targets may be hard to come by. Auriga's analysts see shares falling even lower to just $58, or more than 25% below current levels. This price equates to 46 times projected 2013 EPS of $1.26.
-- David Sterman
David Sterman does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC does not hold positions in any securities mentioned in this article.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
At the end of the 1990s, I recall watching a segment on CNBC where a guest was discussing the seemingly ideal path taken by Dell's (Nasdaq: DELL ) gross margins and its stock price. When margins peaked for Dell soon thereafter, so did its stock price. As it has comprised an increasing percentage of sales, this company's gross margins have soared: They exceeded 50% for the first time in 2006, and have since risen every year to a recent 62%.
|
At the end of the 1990s, I recall watching a segment on CNBC where a guest was discussing the seemingly ideal path taken by Dell's (Nasdaq: DELL ) gross margins and its stock price. When margins peaked for Dell soon thereafter, so did its stock price. -- David Sterman David Sterman does not personally hold positions in any securities mentioned in this article.
|
At the end of the 1990s, I recall watching a segment on CNBC where a guest was discussing the seemingly ideal path taken by Dell's (Nasdaq: DELL ) gross margins and its stock price. When margins peaked for Dell soon thereafter, so did its stock price. As a result, this company's never-ending surge in gross margins looks to be near an end, which is a crucial consideration for growth stocks.
|
At the end of the 1990s, I recall watching a segment on CNBC where a guest was discussing the seemingly ideal path taken by Dell's (Nasdaq: DELL ) gross margins and its stock price. When margins peaked for Dell soon thereafter, so did its stock price. I'm not sure you'll find another publicly-traded company with so many years of sustained growth like that.
|
22e68e77-2d1b-432d-a97c-bd5f4b0ad415
|
726720.0
|
2012-06-22 00:00:00 UTC
|
After Hours Most Active for Jun 22, 2012 : INTC, XOM, VZ, T, TLAB, F, MFA, CMVT, S, DELL, FB, ARCT
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-jun-22-2012-intc-xom-vz-t-tlab-f-mfa-cmvt-s-dell-fb-arct-2012-06
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.77 to 2,583.76. The total After hours volume is currently 872,236,785 shares traded.
The following are the most active stocks for the after hours session :
Intel Corporation ( INTC ) is +0.0055 at $26.94, with 46,578,134 shares traded. INTC's current last sale is 89.8% of the target price of $30.
Exxon Mobil Corporation ( XOM ) is +0.04 at $82.15, with 31,964,131 shares traded. As reported by Zacks, the current mean recommendation for XOM is in the "buy range".
Verizon Communications Inc. ( VZ ) is -0.2019 at $43.75, with 31,015,628 shares traded. VZ's current last sale is 104.16% of the target price of $42.
AT&T Inc. ( T ) is +0.0736 at $35.24, with 20,135,671 shares traded. T's current last sale is 103.66% of the target price of $34.
Tellabs, Inc. ( TLAB ) is unchanged at $3.35, with 20,061,909 shares traded. TLAB's current last sale is 78.82% of the target price of $4.25.
Ford Motor Company ( F ) is unchanged at $10.19, with 16,828,925 shares traded. As reported by Zacks, the current mean recommendation for F is in the "buy range".
America First Mortgage Investments, Inc. ( MFA ) is +0.0061 at $7.69, with 14,154,792 shares traded. As reported by Zacks, the current mean recommendation for MFA is in the "buy range".
Comverse Technology, Inc. ( CMVT ) is -0.007 at $5.78, with 13,993,742 shares traded. As reported by Zacks, the current mean recommendation for CMVT is in the "buy range".
Sprint Nextel Corporation ( S ) is -0.0307 at $3.26, with 12,159,391 shares traded. S's current last sale is 108.64% of the target price of $3.
Dell Inc. ( DELL ) is -0.0051 at $12.19, with 11,855,600 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Jan 2013. The consensus EPS forecast is $0.55. DELL's current last sale is 76.22% of the target price of $16.
Facebook, Inc. ( FB ) is -0.09 at $32.96, with 10,904,441 shares traded. FB's current last sale is 82.4% of the target price of $40.
American Realty Capital Trust, Inc. ( ARCT ) is -0.0044 at $10.98, with 10,672,668 shares traded. As reported by Zacks, the current mean recommendation for ARCT is in the "strong buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.0051 at $12.19, with 11,855,600 shares traded. DELL's current last sale is 76.22% of the target price of $16. The following are the most active stocks for the after hours session : Intel Corporation ( INTC ) is +0.0055 at $26.94, with 46,578,134 shares traded.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell Inc. ( DELL ) is -0.0051 at $12.19, with 11,855,600 shares traded. DELL's current last sale is 76.22% of the target price of $16.
|
Dell Inc. ( DELL ) is -0.0051 at $12.19, with 11,855,600 shares traded. DELL's current last sale is 76.22% of the target price of $16. AT&T Inc. ( T ) is +0.0736 at $35.24, with 20,135,671 shares traded.
|
Dell Inc. ( DELL ) is -0.0051 at $12.19, with 11,855,600 shares traded. DELL's current last sale is 76.22% of the target price of $16. The NASDAQ 100 After Hours Indicator is down -1.77 to 2,583.76.
|
1bffd89e-ee25-4dc7-bc18-dea5ec471784
|
726721.0
|
2012-06-21 00:00:00 UTC
|
Stock Market News for June 21, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-june-21-2012-market-news-2012-06-21
|
nan
|
nan
|
The Federal Reserve Open Market Committee's two-day summit failed to announce anything new to boost the economy but for the extension of Operation Twist. This was definitely not enough to lift investor sentiment as benchmarks ended almost unchanged. Indices hovered within a tight range through the morning, but with the commencement of Fed Chairman Ben Bernanke's news conference in the afternoon benchmarks slipped lower. However, positive developments in Europe HELPED markets ended close to where they had started.
The Dow Jones Industrial Average (DJI) slipped 0.1% to end at 12,824.39. The Standard & Poor 500 (S&P 500) dropped 0.2% to finish yesterday's trading session largely changed at 1,355.69. The tech-laden Nasdaq Composite Index edged up marginally, by 0.02% to close just 0.69 points higher at 2,930.45. The fear-gauge CBOE Volatility Index (VIX) slumped 6.2% and settled at 17.24. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and the Nasdaq were 6.57 billion shares, lower than last year's daily average of 7.84 billion. Advancing and declining stocks ran neck to neck on the NYSE; 49% advanced while 48% moved lower.
Investors were waiting expectantly for the outcome of the Federal Reserve Open Market Committee's two-day meet, and onlookers had already anticipated an extension of 'Operation Twist'. This is an ongoing plan that swaps the short-term debt in its portfolio with long-term Treasury bonds and is aimed at cutting down borrowing costs. The current program is due to end on June 30. In a recent meeting, the Fed had decided to extend Operation Twist till the end of 2012. Thus, when the central bank made a announcement that was all too predictable, investors found to reason to cheer.
Clearly, investors had been hoping for more and were looking forward to a third round of bond purchases. Over the past couple of weeks, investor hopes for fresh monetary stimulus was buoyed after Chicago Federal Reserve Bank President Charles Evans and the Atlanta and San Francisco Fed presidents talked about injecting more liquidity into the system.
However, the central bank dashed all such hopes and markets dropped into the red since Bernanke did not mention a third round of quantitative easing during his news conference. Nonetheless, Bernanke did not completely negate chances of such a measure in the future, but that depends on worsening labor market conditions. Bernanke said: "We still do have considerable scope to do more and we are prepared to do more…If we're not seeing sustained improvement in the labor market that would require additional action".
Alongside, the FOMC statement noted: "To support a stronger economic recovery and to help ensure that inflation, over time, is at the rate most consistent with its dual mandate, the Committee expects to maintain a highly accommodative stance for monetary policy. In particular, the Committee decided today to keep the target range for the federal funds rate at 0 to 1/4 percent and currently anticipates that economic conditions--including low rates of resource utilization and a subdued outlook for inflation over the medium run--are likely to warrant exceptionally low levels for the federal funds rate at least through late 2014".
While domestic developments failed to impress the investors, things looked better on the other side of the Atlantic. After prolonged political uncertainty in Greece that hugely dampened benchmarks throughout May, the nation was finally able to get a clear picture on who is forming the government. After the weekend election, where conservative New Democracy party managed a narrow victory, the party has joined hands with the Democratic Left party and the Socialist Pasok party to form a coalition government.
Meanwhile, German Chancellor Angela Merkel spoke of the possibility of employing European security funds to buy bonds. Merkel said: "There are no concrete plans that I know of but there is the possibility in the EFSF and the ESM to buy bonds on the secondary market, bound up of course always with conditions". She further added: "But that is a purely theoretical comment about the contractual situation".
Coming back to the home front, the Nasdaq outperformed fellow benchmarks for the third-consecutive day. It was the lone benchmark to finish in the green yesterday, even though it managed only marginal gains. A decent performance from the technology sector that helped Nasdaq avoid the red zone and the Technology Select Sector SPDR (XLK) was up 0.2%. Among tech stocks, Microsoft Corporation (NASDAQ: MSFT ), Oracle Corporation (NASDAQ: ORCL ), Dell Inc. (NASDAQ: DELL ), NVIDIA Corporation (NASDAQ: NVDA ), Texas Instruments Incorporated (NASDAQ: TXN ) and Intel Corporation (NASDAQ: INTC ) jumped 0.8%, 1.9%, 1.0%, 1.6%, 1.0% and 0.5%, respectively.
DELL INC (DELL): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
ORACLE CORP (ORCL): Free Stock Analysis Report
TEXAS INSTRS (TXN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Among tech stocks, Microsoft Corporation (NASDAQ: MSFT ), Oracle Corporation (NASDAQ: ORCL ), Dell Inc. (NASDAQ: DELL ), NVIDIA Corporation (NASDAQ: NVDA ), Texas Instruments Incorporated (NASDAQ: TXN ) and Intel Corporation (NASDAQ: INTC ) jumped 0.8%, 1.9%, 1.0%, 1.6%, 1.0% and 0.5%, respectively. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Indices hovered within a tight range through the morning, but with the commencement of Fed Chairman Ben Bernanke's news conference in the afternoon benchmarks slipped lower.
|
Among tech stocks, Microsoft Corporation (NASDAQ: MSFT ), Oracle Corporation (NASDAQ: ORCL ), Dell Inc. (NASDAQ: DELL ), NVIDIA Corporation (NASDAQ: NVDA ), Texas Instruments Incorporated (NASDAQ: TXN ) and Intel Corporation (NASDAQ: INTC ) jumped 0.8%, 1.9%, 1.0%, 1.6%, 1.0% and 0.5%, respectively. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Investors were waiting expectantly for the outcome of the Federal Reserve Open Market Committee's two-day meet, and onlookers had already anticipated an extension of 'Operation Twist'.
|
Among tech stocks, Microsoft Corporation (NASDAQ: MSFT ), Oracle Corporation (NASDAQ: ORCL ), Dell Inc. (NASDAQ: DELL ), NVIDIA Corporation (NASDAQ: NVDA ), Texas Instruments Incorporated (NASDAQ: TXN ) and Intel Corporation (NASDAQ: INTC ) jumped 0.8%, 1.9%, 1.0%, 1.6%, 1.0% and 0.5%, respectively. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. In particular, the Committee decided today to keep the target range for the federal funds rate at 0 to 1/4 percent and currently anticipates that economic conditions--including low rates of resource utilization and a subdued outlook for inflation over the medium run--are likely to warrant exceptionally low levels for the federal funds rate at least through late 2014".
|
Among tech stocks, Microsoft Corporation (NASDAQ: MSFT ), Oracle Corporation (NASDAQ: ORCL ), Dell Inc. (NASDAQ: DELL ), NVIDIA Corporation (NASDAQ: NVDA ), Texas Instruments Incorporated (NASDAQ: TXN ) and Intel Corporation (NASDAQ: INTC ) jumped 0.8%, 1.9%, 1.0%, 1.6%, 1.0% and 0.5%, respectively. DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. The tech-laden Nasdaq Composite Index edged up marginally, by 0.02% to close just 0.69 points higher at 2,930.45.
|
e52735ef-c171-439b-a04a-bd9bbf039c24
|
726722.0
|
2012-06-20 00:00:00 UTC
|
Dell Seals Twin Fed Deals - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-seals-twin-fed-deals-analyst-blog-2012-06-20
|
nan
|
nan
|
The world's third largest PC maker Dell Inc. ( DELL ) sealed two government deals yesterday.
Under the $100.0 million contract awarded by the National Institute of Allergy and Infectious Diseases (NIAID), Dell will provide information technology (IT) support to researchers. The institute is an agency of the United States Department of Health and Human Services and is responsible for conducting researches to detect and prevent various infectious and allergic diseases.
Dell's technological support will ensure uninterrupted research work, the upgradation of the institute's network infrastructure, supporting high performance computing and ensuring secure data exchange. It will also facilitate the adoption of cloud computing across the institute's IT network for smooth IT management.
In a similar development, the National Institute of Health's (NIH) Information Technology Acquisition and Assessment Center (NITAAC) opted for Dell's services for a period of 10 years. NITAAC is responsible for acquiring various products and services in the IT, defense and health care areas for provision to different government agencies.
This Indefinite Delivery/Indefinite Quantity (ID/IQ) contract has a ceiling value of $20.0 billion. Under this contract, Dell will help in software development, management of IT operations, security of critical infrastructure, as well as other general IT functions.
Dell's service deal-winning spree is likely to continue. Dell's Service segment performed well in the last quarter (up by 4.0% year over year) with the company reporting a solid backlog growth of 15.0% year over year.
We are encouraged by Dell's recent cost cutting initiatives, opportunities in healthcare, cloud computing and the ramp up of Ultrabooks. But concerns over Dell's ability to continue dividend payouts, uncertainty regarding the acquisition of software vendor Quest Software and fears of losing PC market share to Hewlett-Packard Company ( HPQ ) and Apple Inc. ( AAPL ) have led to our bearish view for the short term.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
APPLE INC (AAPL): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Under the $100.0 million contract awarded by the National Institute of Allergy and Infectious Diseases (NIAID), Dell will provide information technology (IT) support to researchers. In a similar development, the National Institute of Health's (NIH) Information Technology Acquisition and Assessment Center (NITAAC) opted for Dell's services for a period of 10 years. The world's third largest PC maker Dell Inc. ( DELL ) sealed two government deals yesterday.
|
Dell's technological support will ensure uninterrupted research work, the upgradation of the institute's network infrastructure, supporting high performance computing and ensuring secure data exchange. In a similar development, the National Institute of Health's (NIH) Information Technology Acquisition and Assessment Center (NITAAC) opted for Dell's services for a period of 10 years. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell's technological support will ensure uninterrupted research work, the upgradation of the institute's network infrastructure, supporting high performance computing and ensuring secure data exchange. Dell's Service segment performed well in the last quarter (up by 4.0% year over year) with the company reporting a solid backlog growth of 15.0% year over year. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Under the $100.0 million contract awarded by the National Institute of Allergy and Infectious Diseases (NIAID), Dell will provide information technology (IT) support to researchers. Dell's technological support will ensure uninterrupted research work, the upgradation of the institute's network infrastructure, supporting high performance computing and ensuring secure data exchange. In a similar development, the National Institute of Health's (NIH) Information Technology Acquisition and Assessment Center (NITAAC) opted for Dell's services for a period of 10 years.
|
0ee33e3c-d0bb-43dd-82c8-b2731271b2ae
|
726723.0
|
2012-06-19 00:00:00 UTC
|
H-P Revamps IT Ties with P&G - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-revamps-it-ties-with-pg-analyst-blog-2012-06-19
|
nan
|
nan
|
Hewlett-Packard Company 's ( HPQ ) long-standing relation with the gigantic FMCG (fast moving consumer goods) dealer Procter & Gamble Co. ( PG ) was further strengthened with the latest information technology (IT) service deal between the two. Yesterday, H-P announced that it will be extending its enterprise service support to help P&G achieve constant and uninterrupted IT services. The financial details of the multi-year deal were kept confidential.
Per the terms, H-P will upgrade and automate P&G's IT ecosystem with its 3PAR storage (acquired in September 2010 in a bidding war with Dell Inc. ( DELL )), networking, cloud and converged infrastructure solutions. With all possible IT support from H-P, P&G will be able to convert its private cloud to a hybrid cloud, which will allow greater flexibility to cope with the changing market dynamics.
The solutions, altogether, will reduce system downtime and ensure continuous data exchange across P&G's internal processes. This will, in turn, lead to an efficient go-to-market strategy that could keep the FMCG giant ahead of its peers.
H-P has been dealing with the consumer goods industry for years. No doubt the tech behemoth has gained a rich experience over the market dynamics, relying on which its sizeable customer base is benefiting every time. Rapid product innovation, a good understanding of the changing demand, supply chain optimization, customer satisfaction and efficient customer feedback are critical to sustain itself in the fast changing Consumer goods market. H-P's technological innovations have given it the expertise to take care of these key issues.
Despite consistent wins, H-P's services have not seen much growth in the past few quarters. This could be because of the fact that a large number of deals come from the government vertical. Since government contracts usually go to the most competitive bidder, take time to get approved and also don't come at attractive prices. Another problem with H-P's government business is the still-constrained budgets due to the uncertain macro environment.
We are also disappointed with last quarter's results, which were not as great as in the year-ago period. But we are looking forward to the implementation of Meg Whitman's strategies and are encouraged about H-P's shift in focus to the higher-margin cloud computing arena. This will be beneficial to H-P since it is not making desired profits from its legacy PC business.
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold recommendation.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
PROCTER & GAMBL (PG): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Per the terms, H-P will upgrade and automate P&G's IT ecosystem with its 3PAR storage (acquired in September 2010 in a bidding war with Dell Inc. ( DELL )), networking, cloud and converged infrastructure solutions. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report PROCTER & GAMBL (PG): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company 's ( HPQ ) long-standing relation with the gigantic FMCG (fast moving consumer goods) dealer Procter & Gamble Co. ( PG ) was further strengthened with the latest information technology (IT) service deal between the two.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report PROCTER & GAMBL (PG): Free Stock Analysis Report To read this article on Zacks.com click here. Per the terms, H-P will upgrade and automate P&G's IT ecosystem with its 3PAR storage (acquired in September 2010 in a bidding war with Dell Inc. ( DELL )), networking, cloud and converged infrastructure solutions. Hewlett-Packard Company 's ( HPQ ) long-standing relation with the gigantic FMCG (fast moving consumer goods) dealer Procter & Gamble Co. ( PG ) was further strengthened with the latest information technology (IT) service deal between the two.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report PROCTER & GAMBL (PG): Free Stock Analysis Report To read this article on Zacks.com click here. Per the terms, H-P will upgrade and automate P&G's IT ecosystem with its 3PAR storage (acquired in September 2010 in a bidding war with Dell Inc. ( DELL )), networking, cloud and converged infrastructure solutions. With all possible IT support from H-P, P&G will be able to convert its private cloud to a hybrid cloud, which will allow greater flexibility to cope with the changing market dynamics.
|
Per the terms, H-P will upgrade and automate P&G's IT ecosystem with its 3PAR storage (acquired in September 2010 in a bidding war with Dell Inc. ( DELL )), networking, cloud and converged infrastructure solutions. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report PROCTER & GAMBL (PG): Free Stock Analysis Report To read this article on Zacks.com click here. The financial details of the multi-year deal were kept confidential.
|
73aa7681-b367-4766-911d-b5512572417f
|
726724.0
|
2012-06-19 00:00:00 UTC
|
Forget Apple: Microsoft's Surface Tablet Aimed at Dell, HP
|
DELL
|
https://www.nasdaq.com/articles/forget-apple-microsofts-surface-tablet-aimed-dell-hp-2012-06-19
|
nan
|
nan
|
During last night's unveiling of Surface, Microsoft (NASDAQ: MSFT ) CEO Steve Ballmer indicated that if the company wanted to produce a great Windows 8 device to compete against Apple's (NASDAQ: AAPL ) iPad, it had to build its own tablet . But in doing so, what does this mean for the leading manufacturers of Windows-based PCs? "They have recourse," said Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research. "Their recourse is to do better than Microsoft."
Despite the new competition, Dell (NASDAQ: DELL ) maintained a positive outlook. "We remain a committed partner of Microsoft and are continuing to develop a full slate of Windows 8 products," a Dell spokeswoman told Benzinga.
Hewlett-Packard (NASDAQ: HPQ ) declined to comment.
Meanwhile, shares of NVIDIA (NASDAQ: NVDA ) are on the rise today as investors attempt to cash in on Microsoft's new tablet, which is being powered by a Tegra processor.
At press time, NVIDIA had not returned a request for comment. But AMD (NYSE: AMD ) spokesman Travis Williams told Benzinga that while the company has not seen a Surface tablet, "we do look forward to the upcoming launch of Windows 8 and working closely with our customers like Acer, ASUS, Dell, HP, Lenovo, Samsung, Sony (NYSE: SNE ) and Toshiba to ensure consumers have a myriad of platform designs to choose from once Windows 8 is in market."
"We continue moving forward with our plans to introduce the world's first workstation-class media tablet APU with complete x86 compatibility and unmatched graphics specifically designed for Windows 8," Williams added. "Our focus remains on providing consumers with the best visual experience, and the second-generation AMD A-Series APUs, E-Series APUs and 'Hondo' APUs are designed to do just that by accelerating the Metro user interface while maintaining our focus on performance-per-watt leadership."
"Microsoft has been, and continues to be, a strong partner of ours," Williams concluded.
Ultimately, Chowdhry thinks that a Microsoft-branded tablet is a "very good idea" but said that it should have happened 10 years ago. "Microsoft should have at least one branded desktop, one branded laptop, one branded tablet, one branded phone," Chowdhry told Benzinga. "Once you do that, you set benchmarks for your partner's behavior."
By not developing its own hardware, Chowdhry believes that the OEMs have been able to take advantage of Microsoft.
"I don't think the OEMs should have existed at all because they haven't helped Microsoft," said Chowdhry. "Today's Microsoft problems are not Microsoft-specific. It is the partners who are taking advantage of Microsoft."
Those "partners" should not even be in business, Chowdhry said. "Why? What is their business? Reselling somebody else's innovation and destroying it and putting junk on it? They don't deserve to be in the PC business if that's what they've been doing. And that's why they've been suffering. Customers expect more."
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
"We remain a committed partner of Microsoft and are continuing to develop a full slate of Windows 8 products," a Dell spokeswoman told Benzinga. But AMD (NYSE: AMD ) spokesman Travis Williams told Benzinga that while the company has not seen a Surface tablet, "we do look forward to the upcoming launch of Windows 8 and working closely with our customers like Acer, ASUS, Dell, HP, Lenovo, Samsung, Sony (NYSE: SNE ) and Toshiba to ensure consumers have a myriad of platform designs to choose from once Windows 8 is in market." Despite the new competition, Dell (NASDAQ: DELL ) maintained a positive outlook.
|
Despite the new competition, Dell (NASDAQ: DELL ) maintained a positive outlook. But AMD (NYSE: AMD ) spokesman Travis Williams told Benzinga that while the company has not seen a Surface tablet, "we do look forward to the upcoming launch of Windows 8 and working closely with our customers like Acer, ASUS, Dell, HP, Lenovo, Samsung, Sony (NYSE: SNE ) and Toshiba to ensure consumers have a myriad of platform designs to choose from once Windows 8 is in market." "We remain a committed partner of Microsoft and are continuing to develop a full slate of Windows 8 products," a Dell spokeswoman told Benzinga.
|
But AMD (NYSE: AMD ) spokesman Travis Williams told Benzinga that while the company has not seen a Surface tablet, "we do look forward to the upcoming launch of Windows 8 and working closely with our customers like Acer, ASUS, Dell, HP, Lenovo, Samsung, Sony (NYSE: SNE ) and Toshiba to ensure consumers have a myriad of platform designs to choose from once Windows 8 is in market." Despite the new competition, Dell (NASDAQ: DELL ) maintained a positive outlook. "We remain a committed partner of Microsoft and are continuing to develop a full slate of Windows 8 products," a Dell spokeswoman told Benzinga.
|
"We remain a committed partner of Microsoft and are continuing to develop a full slate of Windows 8 products," a Dell spokeswoman told Benzinga. Despite the new competition, Dell (NASDAQ: DELL ) maintained a positive outlook. But AMD (NYSE: AMD ) spokesman Travis Williams told Benzinga that while the company has not seen a Surface tablet, "we do look forward to the upcoming launch of Windows 8 and working closely with our customers like Acer, ASUS, Dell, HP, Lenovo, Samsung, Sony (NYSE: SNE ) and Toshiba to ensure consumers have a myriad of platform designs to choose from once Windows 8 is in market."
|
c96d4d5a-6962-4351-b2ba-85914409b76a
|
726725.0
|
2012-06-19 00:00:00 UTC
|
Microsoft Enters Crowded Tablet Market - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/microsoft-enters-crowded-tablet-market-analyst-blog-2012-06-19
|
nan
|
nan
|
Microsoft Corp. ( MSFT ) has stepped into the intensely competitive tablet market with the launch of its Windows 8-based tablet named "Surface." This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ), to name a few. Of course, Apple Inc. ( AAPL ) leads the pack in terms of unit shipments with the iPad.
Surface tablets will be available in two versions: Windows 8 RT version and Windows 8 Pro model.
The consumer-focused Windows 8 RT Surface is the first version which has a 10.6 inch screen, is 9.3 millimeters thick and weighs 1.5 pounds. This is similar to Apple's iPad, which sports a 9.7-inch screen, is 9.4 millimeters thick and weighs 1.44 pounds.
Surface will be available in 32GB and 64GB memory sizes and is built on Nvidia Corp 's ( NVDA ) chip designed by ARM Holdings ( ARMH ). In addition, the tablet comes with a magnetic cover and a full multi-touch keyboard and trackpad. Microsoft said the keyboard is twice as efficient as typing on glass and only adds about 0.11 inch to the thickness.
Other features include dual multiple-in, multiple-out (MIMO) Wi-Fi antennas, a built-in camera, dual-array microphones and HDMI port. The pricing details were not provided.
The Window 8 pro is the second version of the Surface, sharing the same design principles as the RT Surface but is a little thicker at 0.55 inches and weighs less than two pounds. This Surface, which will be available in 64GB and 128GB memory sizes, is aimed at the new generation of lightweight laptops called "ultrabooks," built on chips from Intel Corp. ( INTC ) .
Microsoft expects Surface to be available this Christmas season. The tablet will be sold online and through Microsoft's new brick-and-mortar stores in the United States.
We view Microsoft's decision to manufacture its own tablet as a defensive move, designed to protect its share of the consumer PC spend, which has come under great pressure from Apple's iPad.
Microsoft makes most of its money from Windows and Office but this move could bring Microsoft into direct competition with its closest hardware partners such as Samsung Electronics Co Ltd, Dell Inc. and Hewlett-Packard Co, straining their relationships. But the benefits of an integrated approach to hardware and software cannot be overlooked, going by Apple's success in recent years.
So far, Apple has managed to maintain its leadership position in the tablet market. Further, Apple has strengthened its position with new features introduced in iPad 3 and the company's decision to reduce the prices further on the iPad 2, according to market research firm IDC. Based on robust growth and strong demand for media tablets, IDC increased its overall market forecast to 107.4 million tablets for 2012, up from the previous estimate of 106.1 million units.
Analysts expect the trend to continue in the second half of 2012 and thereafter. For 2013, they increased their forecast from 137.4 million units to 142.8 million, with sales jumping to 222.1 million by 2016. The analysts expect the numbers to increase after the upcoming release of Microsoft's Windows 8 operating system, which will offer not only touch-screen capabilities but also run on non-x86 systems, such as tablets powered by system-on-a-chip (SoC) architectures from ARM Holdings.
According to IDC, Apple and its iPad will be the primary beneficiary of tablet market growth. For 2012, IDC predicts the iPad and its iOS operating system to hold a market share of 62.5%, up from 58.2% in 2011, while Google 's ( GOOG ) Android-based tablets slip from 38.7% in 2011 to 36.5% in 2012. Struggling BlackBerry-maker Research In Motion will hold the remaining market share of 1% in 2012, down from 1.7% in 2011.
We believe that Microsoft's current investments are supported by its strong balance sheet and expect these to drive the next growth phase, improving prospects of market share gains and renewing its strong position in the PC market.
In the near term however, we expect growing optimism and believe that positive estimate revisions could raise the Zacks Rank from the current #3, which implies a Hold recommendation in the short-term (1-3 months).
APPLE INC (AAPL): Free Stock Analysis Report
ARM HOLDNGS ADR (ARMH): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
RESEARCH IN MOT (RIMM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ), to name a few. Microsoft makes most of its money from Windows and Office but this move could bring Microsoft into direct competition with its closest hardware partners such as Samsung Electronics Co Ltd, Dell Inc. and Hewlett-Packard Co, straining their relationships. APPLE INC (AAPL): Free Stock Analysis Report ARM HOLDNGS ADR (ARMH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ), to name a few. APPLE INC (AAPL): Free Stock Analysis Report ARM HOLDNGS ADR (ARMH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. Microsoft makes most of its money from Windows and Office but this move could bring Microsoft into direct competition with its closest hardware partners such as Samsung Electronics Co Ltd, Dell Inc. and Hewlett-Packard Co, straining their relationships.
|
APPLE INC (AAPL): Free Stock Analysis Report ARM HOLDNGS ADR (ARMH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ), to name a few. Microsoft makes most of its money from Windows and Office but this move could bring Microsoft into direct competition with its closest hardware partners such as Samsung Electronics Co Ltd, Dell Inc. and Hewlett-Packard Co, straining their relationships.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung and Cisco Systems Inc. ( CSCO ), to name a few. Microsoft makes most of its money from Windows and Office but this move could bring Microsoft into direct competition with its closest hardware partners such as Samsung Electronics Co Ltd, Dell Inc. and Hewlett-Packard Co, straining their relationships. APPLE INC (AAPL): Free Stock Analysis Report ARM HOLDNGS ADR (ARMH): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here.
|
8846937f-2200-471d-985b-64bb161d9b71
|
726726.0
|
2012-06-18 00:00:00 UTC
|
15 Stocks That Could PLUNGE on News from Europe
|
DELL
|
https://www.nasdaq.com/articles/15-stocks-could-plunge-news-europe-2012-06-18
|
nan
|
nan
|
International expansion has been the top goal of hundreds of U.S. blue-chip stocks. Tapping foreign markets has been an easy way to keep sales and profits growing, usually with little risk.
Until now...
Even as Greek voters chose to stay on the path of austerity (for now), rising bond yields in Italy and Spain are signaling even more pain to come for the Europe.
This coming earnings season is likely to be quite painful for many companies that have ventured abroad. Not only are many European economies in recession , but a number of emerging markets are feeling the pain as well. China, for example, has resorted to another round of stimulus to keep its economic deceleration from snowballing.
That's why it's now more important than ever for U.S. investors to pay attention to their stock holdings that have significant exposure to Europe.
Just like the first quarter?
Remarkably, companies with significant international exposure were often able to deliver solid results in the first quarter of the year. Trouble is, global business conditions have gotten even worse in the past 90 days. Even if these companies manage to come close to meeting second-quarter forecasts, they might sharply lower forward guidance.
This isn't to say all sectors will feel the same pain. Utility stocks and telecom service providers, on average, derive more than 95% of sales right here in the United States. Financial stocks have only 15% exposure to foreign markets, and for regional banks, this figure is often close to zero.
Yet many other sectors are quite vulnerable to further sector weakness. Take consumer staple stocks such as Procter & Gamble (NYSE: PG ) , Clorox (NYSE: CLX ) or Kimberly-Clark (NYSE: KMB ) as examples. Each one of these firms derives more than one-third of sales from foreign markets and each company is still expected to boost sales in 2012 and 2013. Will that forecast remain in place once a sobering worldview is discussed when second-quarter results are released?
The materials sector also feels the pain, with average global exposure of around 45%. This helps explain why shares of Alcoa (NYSE: AA ) , continued to trade at a sharp discount to levels seen a few years ago. I still expect Alcoa and other materials providers to move nicely higher over the next few years, but the coming quarter should provide little cheer.
The key is to find these stocks when they have solid support in place in terms of their asset value. There are many bargains in the materials sector, which is great for long-term value hunters, but of little consequence to short-term traders.
Whither high tech?
In recent weeks, Dell (Nasdaq: DELL ) and Cisco Systems (Nasdaq: CSCO ) warned of even deeper weakness in their European operations. Expect to hear from more technology firms about Europe in coming weeks. Some may pre-announce results soon rather than wait for the scheduled reporting date.
Even companies with just 20% to 30% of sales derived from abroad may be hard-pressed to deliver the forward guidance analysts are currently anticipating. Simply put, weakening foreign sales may be the key theme of this upcoming earnings season. And this could bleed over into slumping stock prices.
Because the tech sector has so much exposure to Europe and Asia, I went looking for stocks that might be especially vulnerable. So many companies in this space have been relying on foreign markets for growth in the past decade, which looks like a big millstone right now.
I'm most concerned about tech stocks with high valuations. Take the "40/40" club, for example. These are stocks that trade for more than 40 times projected 2012 profits and derive at least 40% of their sales outside the U.S. All told, I've found 15 stocks that make the list...
This list by definition only includes companies that are expected to be profitable in 2012, because I screened for stocks with positive forward P/E (price-to-earnings) ratios. Any money-losers may be equally (if not more) vulnerable, even if they didn't make the list above.
Risks to Consider: These stocks are not automatic sell candidates, nor are they ripe for shorting. In some instances, weak foreign sales are already reflected in share prices.
Action to Take --> The stocks in this list aren't the only ones you should be worried about. You should be checking the European exposure for each company in your portfolio, while checking its valuation.
The key is to focus on companies that appeared to perform quite well in recent quarters, shrugging off the foreign headwinds that had just been emerging. These headwinds are now growing stronger and it's hard to see how those companies can overcome the gravitational pull of a sagging Europe and Asia.
David Sterman does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC owns shares of AA, CSCO, PG, in one or more if its "real money" portfolios.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In recent weeks, Dell (Nasdaq: DELL ) and Cisco Systems (Nasdaq: CSCO ) warned of even deeper weakness in their European operations. Even as Greek voters chose to stay on the path of austerity (for now), rising bond yields in Italy and Spain are signaling even more pain to come for the Europe. This helps explain why shares of Alcoa (NYSE: AA ) , continued to trade at a sharp discount to levels seen a few years ago.
|
In recent weeks, Dell (Nasdaq: DELL ) and Cisco Systems (Nasdaq: CSCO ) warned of even deeper weakness in their European operations. The materials sector also feels the pain, with average global exposure of around 45%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. © Copyright 2001-2010 StreetAuthority, LLC.
|
In recent weeks, Dell (Nasdaq: DELL ) and Cisco Systems (Nasdaq: CSCO ) warned of even deeper weakness in their European operations. Each one of these firms derives more than one-third of sales from foreign markets and each company is still expected to boost sales in 2012 and 2013. Because the tech sector has so much exposure to Europe and Asia, I went looking for stocks that might be especially vulnerable.
|
In recent weeks, Dell (Nasdaq: DELL ) and Cisco Systems (Nasdaq: CSCO ) warned of even deeper weakness in their European operations. Tapping foreign markets has been an easy way to keep sales and profits growing, usually with little risk. Remarkably, companies with significant international exposure were often able to deliver solid results in the first quarter of the year.
|
678fc62f-bd8f-4b5e-bbd9-0c5d4c846998
|
726727.0
|
2012-06-15 00:00:00 UTC
|
Dell Eyes Cost Cut, Initiates Div. - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-eyes-cost-cut-initiates-div.-analyst-blog-2012-06-15
|
nan
|
nan
|
Dell Inc. ( DELL ) chalked out some strategies targeting a profit pool, going forward. Keeping in view of Dell's performances over the past few quarters, management's decision to cut cost aggressively is sure to give the fundamentals a boost.
Recently, the world's third largest PC maker announced its intention to reduce organizational costs by roughly $2.0 billion over a period of 3 years. Specifically, Dell wants to save $800.0 million and $600.0 million in sales delivery and supply chain areas, respectively. The rest would come from restructuring service delivery and general and administrative heads. However, Dell did not mention any job cut. Notably, its rival Hewlett-Packard Co. ( HPQ ) recently announced a massive headcount reduction by around 27,000 in an attempt to optimize cost.
The basic idea of this cost reduction is entirely profit-oriented but the main focus will remain on a lateral shift from traditional computing business to a high-margin enterprise-class software and services market. The cost saved from the initiative will help fund further acquisitions targeting the higher-margin segment.
Though cost reduction is the prime focus, Dell is committed to return value to shareholders. Share repurchase was a constant program till now. But the company will now distribute a portion of profit by way of paying a dividend. The first quarterly dividend (since its inception) of 8 cents per share will cost Dell around $560.0 million.
There is no doubt about positive investor sentiment post the dividend announcement. But the problem lies elsewhere. Over the past few quarters, Dell's cash balance has fallen continuously. In the last quarter, Dell generated a cash balance of $13.7 billion, which was down from $14.8 billion in the prior quarter.
Apart from this, Dell's continuous acquisition spree and expenses on research and development will further reduce its cash balance. Also, there is uncertainty regarding the time when the synergies from the acquisitions will be felt.
Yesterday, the stock rose 2.6% following the dividend announcement on June 12. But concerns over Dell's ability to continue dividend payout and fears of losing PC market share to Asian manufacturers led to a bearish view for the short term.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Keeping in view of Dell's performances over the past few quarters, management's decision to cut cost aggressively is sure to give the fundamentals a boost. But concerns over Dell's ability to continue dividend payout and fears of losing PC market share to Asian manufacturers led to a bearish view for the short term. Dell Inc. ( DELL ) chalked out some strategies targeting a profit pool, going forward.
|
Over the past few quarters, Dell's cash balance has fallen continuously. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc. ( DELL ) chalked out some strategies targeting a profit pool, going forward.
|
The first quarterly dividend (since its inception) of 8 cents per share will cost Dell around $560.0 million. But concerns over Dell's ability to continue dividend payout and fears of losing PC market share to Asian manufacturers led to a bearish view for the short term. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell Inc. ( DELL ) chalked out some strategies targeting a profit pool, going forward. The first quarterly dividend (since its inception) of 8 cents per share will cost Dell around $560.0 million. Keeping in view of Dell's performances over the past few quarters, management's decision to cut cost aggressively is sure to give the fundamentals a boost.
|
f3533f49-aaf5-4dbf-b1e6-a28caa0cbcd8
|
726728.0
|
2012-06-15 00:00:00 UTC
|
NextGen Forges a Sales Agreement - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/nextgen-forges-a-sales-agreement-analyst-blog-2012-06-15
|
nan
|
nan
|
NextGen Healthcare Information Systems, a full subsidiary of Quality Systems ( QSII ), and Dell ( DELL ) recently revealed an agreement with Puerto Rico Hospital Supply, Inc. to jointly sell high end technology offerings to medical providers in the Caribbean and Florida.
The agreement includes the possibility to expand into South and Central American nations. According to NextGen, Puerto Rico Hospital Supply's hold in the Latin American and Caribbean markets, in conjunction with Dell's worldwide presence, will allow it to penetrate these markets.
As per their understanding, Puerto Rico Hospital Supply will bring to market several NextGen solutions as parts of Dell's Electronic Health Record (EHR/EMR) offerings for outpatient and inpatient settings. Dell will use up-to-date cloud-based know-how to reduce complications with data management for Puerto Rico Hospital Supply.
Quality Systems runs a pure-play business model, in an attractive industry, with a large number of catalysts, which provoke frequent speculation about mergers and acquisition. On the positive side, we observe the high proportion of recurring revenues and steady growth in its NextGen pipeline.
Of late, however, growth of its pipeline metric has been on a falling trend along with progressively lower number of signed deals on a quarterly basis.
The company has made multiple acquisitions to bolster organic growth. Its acquisitions are expected to facilitate its entry in the small hospital segment. We are concerned about execution risk emanating from Quality Systems' entry into the rural inpatient market.
Moreover, competition is intense from well regarded players such as Athenahealth ( ATHN ), Allscripts Healthcare Solutions ( MDRX ), CernerCorporation ( CERN ) and others. Price discounting is frequent, particularly on the lower end, and Software as a Service (SaaS) based model appears to have exacerbated pricing pressure.
Quality Systems has traditionally focused on providing solutions for physician practices. However, core ambulatory EHR providers, such as Quality Systems, will see opportunities shrinking for selling their products as physician groups are increasingly getting absorbed into hospitals.
Our Underperform recommendation is supported by a short-term Zacks #5 Rank (Strong Sell).
ATHENAHEALTH IN (ATHN): Free Stock Analysis Report
CERNER CORP (CERN): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
ALLSCRIPTS HLTH (MDRX): Free Stock Analysis Report
QUALITY SYS (QSII): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
As per their understanding, Puerto Rico Hospital Supply will bring to market several NextGen solutions as parts of Dell's Electronic Health Record (EHR/EMR) offerings for outpatient and inpatient settings. NextGen Healthcare Information Systems, a full subsidiary of Quality Systems ( QSII ), and Dell ( DELL ) recently revealed an agreement with Puerto Rico Hospital Supply, Inc. to jointly sell high end technology offerings to medical providers in the Caribbean and Florida. According to NextGen, Puerto Rico Hospital Supply's hold in the Latin American and Caribbean markets, in conjunction with Dell's worldwide presence, will allow it to penetrate these markets.
|
NextGen Healthcare Information Systems, a full subsidiary of Quality Systems ( QSII ), and Dell ( DELL ) recently revealed an agreement with Puerto Rico Hospital Supply, Inc. to jointly sell high end technology offerings to medical providers in the Caribbean and Florida. ATHENAHEALTH IN (ATHN): Free Stock Analysis Report CERNER CORP (CERN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ALLSCRIPTS HLTH (MDRX): Free Stock Analysis Report QUALITY SYS (QSII): Free Stock Analysis Report To read this article on Zacks.com click here. According to NextGen, Puerto Rico Hospital Supply's hold in the Latin American and Caribbean markets, in conjunction with Dell's worldwide presence, will allow it to penetrate these markets.
|
NextGen Healthcare Information Systems, a full subsidiary of Quality Systems ( QSII ), and Dell ( DELL ) recently revealed an agreement with Puerto Rico Hospital Supply, Inc. to jointly sell high end technology offerings to medical providers in the Caribbean and Florida. According to NextGen, Puerto Rico Hospital Supply's hold in the Latin American and Caribbean markets, in conjunction with Dell's worldwide presence, will allow it to penetrate these markets. ATHENAHEALTH IN (ATHN): Free Stock Analysis Report CERNER CORP (CERN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ALLSCRIPTS HLTH (MDRX): Free Stock Analysis Report QUALITY SYS (QSII): Free Stock Analysis Report To read this article on Zacks.com click here.
|
NextGen Healthcare Information Systems, a full subsidiary of Quality Systems ( QSII ), and Dell ( DELL ) recently revealed an agreement with Puerto Rico Hospital Supply, Inc. to jointly sell high end technology offerings to medical providers in the Caribbean and Florida. According to NextGen, Puerto Rico Hospital Supply's hold in the Latin American and Caribbean markets, in conjunction with Dell's worldwide presence, will allow it to penetrate these markets. As per their understanding, Puerto Rico Hospital Supply will bring to market several NextGen solutions as parts of Dell's Electronic Health Record (EHR/EMR) offerings for outpatient and inpatient settings.
|
184e75d9-ce23-4254-98bf-0d3c095bdeef
|
726729.0
|
2012-06-15 00:00:00 UTC
|
CSP Optimism is Boon to Cloud Players - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/csp-optimism-is-boon-to-cloud-players-analyst-blog-2012-06-15
|
nan
|
nan
|
In the latest survey conducted by CA Technologies ( CA ), the North American cloud service providers (CSPs) surveyed revealed that around half of their customers were opting for private cloud services, while around 32.0% have chosen public cloud services. The latest survey also reveals that CSPs expect to grow their businesses by 30.0% in 2012.
As defined by searchcloudcomputing.techtarget.com, a dedicated cloud computing website, a private cloud or internal cloud or corporate cloud is a marketing term for a proprietary computing architecture that provides hosted services to a limited number of people behind a particular firewall.
With innovation in virtualization and distributed computing, corporate network and datacenter administrators have effectively become service providers that meet the needs of their "customers" within the corporation.
We believe that the popularity of the "private cloud" has increased as organizations want to have more control over their data than they can get by using third-party-hosted services such as Amazon's ( AMZN ) Elastic Compute Cloud (EC2) or Simple Storage Service (S3).
This market may be in the nascent stage, going by the fact that most surveyed CSPs have been offering services since 2009 (just 22% started earlier). Therefore there is room for substantial growth.
This apart, more than 25.0% indicated that they considered themselves "extremely successful,", while around 35.0% thought they had achieved moderate success.
Moreover, in 2012, the CSPs adopted strategies to further increase revenue, out of which 55% included respondents who would increase their marketing activities, while 46.0% planned to create new cloud services to expand their existing offerings. Furthermore, 31.0% will make investments to specialize in vertical markets. The differing strategies indicate that the market is proving lucrative to a large number of players that are therefore trying to differentiate their offerings to focus on customer acquisition.
The optimism at CSPs bodes well for cloud infrastructure players. Moreover, the increasing competition between them and their desire to differentiate their offerings will also work in favor of these IT companies, as they will push up demand for software and storage offerings. As things stand now, companies like IBM ( IBM ), EMC Corp. ( EMC ), Salesforce.com ( CRM ), VMWare ( VMW ), and now Hewlett-Packard Company ( HPQ ) and Dell Inc. ( DELL ) will be prime beneficiaries.
CA Technologies has a Zacks #3 Rank, implying a short-term Hold recommendation.
AMAZON.COM INC (AMZN): Free Stock Analysis Report
CA INC (CA): Free Stock Analysis Report
SALESFORCE.COM (CRM): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
VMWARE INC-A (VMW): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
As things stand now, companies like IBM ( IBM ), EMC Corp. ( EMC ), Salesforce.com ( CRM ), VMWare ( VMW ), and now Hewlett-Packard Company ( HPQ ) and Dell Inc. ( DELL ) will be prime beneficiaries. AMAZON.COM INC (AMZN): Free Stock Analysis Report CA INC (CA): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. This market may be in the nascent stage, going by the fact that most surveyed CSPs have been offering services since 2009 (just 22% started earlier).
|
As things stand now, companies like IBM ( IBM ), EMC Corp. ( EMC ), Salesforce.com ( CRM ), VMWare ( VMW ), and now Hewlett-Packard Company ( HPQ ) and Dell Inc. ( DELL ) will be prime beneficiaries. AMAZON.COM INC (AMZN): Free Stock Analysis Report CA INC (CA): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. In the latest survey conducted by CA Technologies ( CA ), the North American cloud service providers (CSPs) surveyed revealed that around half of their customers were opting for private cloud services, while around 32.0% have chosen public cloud services.
|
AMAZON.COM INC (AMZN): Free Stock Analysis Report CA INC (CA): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. As things stand now, companies like IBM ( IBM ), EMC Corp. ( EMC ), Salesforce.com ( CRM ), VMWare ( VMW ), and now Hewlett-Packard Company ( HPQ ) and Dell Inc. ( DELL ) will be prime beneficiaries. In the latest survey conducted by CA Technologies ( CA ), the North American cloud service providers (CSPs) surveyed revealed that around half of their customers were opting for private cloud services, while around 32.0% have chosen public cloud services.
|
As things stand now, companies like IBM ( IBM ), EMC Corp. ( EMC ), Salesforce.com ( CRM ), VMWare ( VMW ), and now Hewlett-Packard Company ( HPQ ) and Dell Inc. ( DELL ) will be prime beneficiaries. AMAZON.COM INC (AMZN): Free Stock Analysis Report CA INC (CA): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. In the latest survey conducted by CA Technologies ( CA ), the North American cloud service providers (CSPs) surveyed revealed that around half of their customers were opting for private cloud services, while around 32.0% have chosen public cloud services.
|
4321a1c9-5b7f-4ac2-b5ac-0edf13e6a135
|
726730.0
|
2012-06-15 00:00:00 UTC
|
After Hours Most Active for Jun 15, 2012 : BAC, FB, KGC, IO, INTC, QQQ, NWSA, ABX, SPF, GG, DELL, ARNA
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-jun-15-2012-bac-fb-kgc-io-intc-qqq-nwsa-abx-spf-gg-dell-arna-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .09 to 2,571.32. The total After hours volume is currently 108,946,859 shares traded.
The following are the most active stocks for the after hours session :
Bank of America Corporation ( BAC ) is -0.02 at $7.88, with 13,300,484 shares traded. BAC's current last sale is 78.8% of the target price of $10.
Facebook, Inc. ( FB ) is -0.014 at $30.00, with 7,384,192 shares traded. As reported by Zacks, the current mean recommendation for FB is in the "buy range".
Kinross Gold Corporation ( KGC ) is +0.0473 at $8.91, with 6,572,117 shares traded. As reported by Zacks, the current mean recommendation for KGC is in the "buy range".
Ion Geophysical Corporation ( IO ) is +0.0035 at $6.39, with 6,103,393 shares traded. As reported in the last short interest update the days to cover for IO is 7.744984; this calculation is based on the average trading volume of the stock.
Intel Corporation ( INTC ) is +0.0035 at $27.34, with 4,421,972 shares traded. INTC's current last sale is 91.15% of the target price of $30.
PowerShares QQQ Trust, Series 1 ( QQQ ) is unchanged at $63.00, with 4,322,137 shares traded. This represents a 26.18% increase from its 52 Week Low.
News Corporation ( NWSA ) is -0.01 at $20.06, with 3,807,041 shares traded. As reported by Zacks, the current mean recommendation for NWSA is in the "buy range".
Barrick Gold Corporation ( ABX ) is -0.1946 at $39.32, with 3,606,397 shares traded. As reported by Zacks, the current mean recommendation for ABX is in the "buy range".
Standard Pacific Corp ( SPF ) is +0.01 at $5.22, with 2,965,185 shares traded. As reported in the last short interest update the days to cover for SPF is 9.664444; this calculation is based on the average trading volume of the stock.
Goldcorp Incorporated ( GG ) is -0.3742 at $39.17, with 2,902,265 shares traded. As reported by Zacks, the current mean recommendation for GG is in the "buy range".
Dell Inc. ( DELL ) is +0.0035 at $12.30, with 2,856,879 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jan 2013. The consensus EPS forecast is $0.55. DELL's current last sale is 76.9% of the target price of $16.
Arena Pharmaceuticals, Inc. ( ARNA ) is -0.03 at $8.37, with 2,615,820 shares traded. ARNA's current last sale is 98.47% of the target price of $8.5.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is +0.0035 at $12.30, with 2,856,879 shares traded. DELL's current last sale is 76.9% of the target price of $16. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is -0.02 at $7.88, with 13,300,484 shares traded.
|
Dell Inc. ( DELL ) is +0.0035 at $12.30, with 2,856,879 shares traded. DELL's current last sale is 76.9% of the target price of $16. The total After hours volume is currently 108,946,859 shares traded.
|
Dell Inc. ( DELL ) is +0.0035 at $12.30, with 2,856,879 shares traded. DELL's current last sale is 76.9% of the target price of $16. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is -0.02 at $7.88, with 13,300,484 shares traded.
|
Dell Inc. ( DELL ) is +0.0035 at $12.30, with 2,856,879 shares traded. DELL's current last sale is 76.9% of the target price of $16. As reported by Zacks, the current mean recommendation for FB is in the "buy range".
|
ff4cc89f-4316-49d4-9570-4f2deeda581f
|
726731.0
|
2012-06-12 00:00:00 UTC
|
Dell Initiates First-Ever Quarterly Dividend of 8 Cents per Share (DELL)
|
DELL
|
https://www.nasdaq.com/articles/dell-initiates-first-ever-quarterly-dividend-8-cents-share-dell-2012-06-12
|
nan
|
nan
|
In a long-anticipated move, PC maker Dell Inc. ( DELL ) on Tuesday unveiled plans to initiate a regular quarterly dividend.
The Round Rock, TX-based company said it plans to pay a quarterly dividend of 8 cents per share, or 32 cents per share on an annualized basis. The first payout will be made in the third quarter of this year.
Based on Tuesday's closing price of $11.97, the planned dividend would amount to a 2.7% yield.
CFO Brian Gladden commented, "The payment of a quarterly cash dividend to Dell's shareholders adds another element to our disciplined capital allocation strategy."
Dell shares closed up nearly 1% in Tuesday trading, and the shares posted gains of up to 3% after hours following the announcement.
Dell Inc. ( DELL ) is not currently rated by Dividend.com.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
CFO Brian Gladden commented, "The payment of a quarterly cash dividend to Dell's shareholders adds another element to our disciplined capital allocation strategy." In a long-anticipated move, PC maker Dell Inc. ( DELL ) on Tuesday unveiled plans to initiate a regular quarterly dividend. Dell shares closed up nearly 1% in Tuesday trading, and the shares posted gains of up to 3% after hours following the announcement.
|
In a long-anticipated move, PC maker Dell Inc. ( DELL ) on Tuesday unveiled plans to initiate a regular quarterly dividend. CFO Brian Gladden commented, "The payment of a quarterly cash dividend to Dell's shareholders adds another element to our disciplined capital allocation strategy." Dell shares closed up nearly 1% in Tuesday trading, and the shares posted gains of up to 3% after hours following the announcement.
|
In a long-anticipated move, PC maker Dell Inc. ( DELL ) on Tuesday unveiled plans to initiate a regular quarterly dividend. CFO Brian Gladden commented, "The payment of a quarterly cash dividend to Dell's shareholders adds another element to our disciplined capital allocation strategy." Dell shares closed up nearly 1% in Tuesday trading, and the shares posted gains of up to 3% after hours following the announcement.
|
Dell shares closed up nearly 1% in Tuesday trading, and the shares posted gains of up to 3% after hours following the announcement. Dell Inc. ( DELL ) is not currently rated by Dividend.com. In a long-anticipated move, PC maker Dell Inc. ( DELL ) on Tuesday unveiled plans to initiate a regular quarterly dividend.
|
54f33ab6-4742-4ca4-bd57-4b39baefd4e1
|
726732.0
|
2012-06-12 00:00:00 UTC
|
Market Wrap-Up for June 12 (TXN, AGU, BA, DELL,COF, AXP, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-june-12-txn-agu-ba-dellcof-axp-more-2012-06-12
|
nan
|
nan
|
The markets were able to push upward despite the latest rumblings of bank/country debt downgrades/bailouts, etc.
Looking at some individual names, we saw positive reactions to mid-quarter updates from the likes of Texas Instruments ( TXN ) and Agrium ( AGU ). Shares of Boeing ( BA ) were up on a positive Wall Street analyst note. Looking at the financials, credit card plays Capital One Financial ( COF ) and American Express ( AXP ) paced the sector higher. After the bell, Dell Inc. ( DELL ) initiated its first-ever dividend payout, beginning in the third quarter. The annual payout will be 32 cents, which would equate to a nearly 2.7% dividend yield. It's certainly a long-overdue event for the company and shareholders.
Middle Class Net Worth Takes a Hit
According to Federal Reserve data just being released, a hypothetical family richer than half the nation's families and poorer than the other half had a net worth of $77,300 in 2010, compared with $126,400 in 2007. Much of the drop is being blamed on the fall in real estate prices. You probably remember the caution I have expressed regarding counting your home as a key investment/asset. My definition of a solid investment is one that produces monthly/yearly income. Unless one's residence is producing income from tenants (multifamily units), then I would consider the residence as a low interest rate savings account - with potential for negative interest like we've seen in the past four years.
Another key data point was the drop in median family income to $45,800 in 2010, down from $49,600 in 2007. Many of us have seen or experienced the reality of a tough job market. With more people looking for work, employers are able to fill roles at lower salary levels. This trend is another brutal blow to the middle class. When you factor real inflation (not the reported mumbo-jumbo government numbers with all the exclusions) into the picture, the squeeze to the middle class is even more evident.
The ever-changing business landscape is also affecting the jobs market. Start-ups staffed by as few as a dozen or two motivated employees can use today's technologies and tools to revolutionize industries and put many others out of work. While this trend works out great for entrepreneurs and early investors, in the end, there will be a price to pay. Average workers will remain in financial danger, whether from a wage standpoint or employment opportunity standpoint.
The key to not falling behind even further is to tighten up discretionary spending first and foremost. Next, adjust your living costs and figure out how you can free up money to start investing in assets that produce income. Working more than one job should be given serious thought by many able-bodied folks out there.
You'd be shocked at how many people are unable to pinpoint obvious blemishes in their financial gameplan. Young couples, for instance, often times overextend themselves as far as living arrangements go. Renting a two-bedroom apartment for $1,700 a month and spending the rest of their money on entertainment goodies (electronics, restaurants, etc.) is a fast-track to a mountain of debt.
So take a step back and consider what you can do to improve your finances. Freeing up the capital necessary to generate wealth is not hard, but without action, the clock will continue to run. Time will quickly become less of your ally and more of your concern.
How Far Will The Cheating Go?
With three kids in school and technology ever changing, it's hard to not think about what the future holds when it comes to education. Reading a recent article that talked about the prevalence in cheating in online classes makes me cringe. The sad part is that these students end up skating through, while the hard-working students do what is asked and will sometimes get a worse grade.
Of course, we all figure these cheaters will eventually get caught, but the reality of the situation is that more and more are sneaking through. Now you may say they are only harming themselves, but the danger is when the cheating extends beyond education. Once people establish a pattern of cheating to get ahead, it's difficult to turn off the spigot.
I have often talked to my kids about their school work, and how their hard work now will be reflected later in life. Eventually the moment of truth will come for those cheating. At that point, a true lack of real skills will likely backfire. We adults know that when times get rough, it comes down to what you know and how well you can execute on that skill that separates the real success stories from the fly-by-night scam artists.
Career Positioning
Whether you're considering a career for yourself, your children, or grandchildren, the ideal fit will depend on several factors. Perhaps the most important factor is choosing an area that compliments your skill set. For instance, if you or a loved one is really good with computers, you may want to look into the tech space. Similarly, if you're good with your hands, a trade school (plumbing, electrical) may be a good option.
Another area to focus on is the long-term value of the career. Try to narrow your search to areas that have good future prospects (think medical, for instance), and avoid industries on the decline. As for specific companies to work for, I suggest looking closely at companies that deliver consistent results and produce products or services that people love or need.
Finally, if you're considering a change in employment, ask yourself if a big move will help maximize your earnings potential. If not, you may be better off sticking where you're at. The sooner you can begin discussing these matters with your family, the better. That way, you'll be better positioned to concentrate on investing and building wealth!
Income, Income, Income
At Dividend.com, we maintain our focus on the best income-producing investments the markets have to offer during time of heightened volatility. We want to make sure we have only the most pullback-resistant names on our Best Dividend Stocks List . Also, if we see the market putting in what looks like a decent bottom, we will be prepared to scale up the list of stocks we like. Stay tuned and be sure to look for Dividend.com Premium member alerts along the way. Don't count on the government or your employer to set you up for a remarkable retirement. Take control, do your own research, and achieve your goals yourself!
Go Beyond This Newsletter
We know many of you enjoy reading the daily newsletter, but remember that with our Dividend.com Premium service, the newsletter is just one small component of what we offer. Here are the "Big Three" benefits of our Premium service:
- The Best Dividend Stocks List is used by tens of thousands of investors to help build their own portfolios.
- Creating your own Watchlist allows you to track the performance, news, and upcoming dividend payouts of the particular stocks you care about.
- Finally, we offer the most complete and easy-to-use dividend data on the web. Many subscribers use this data as part of a "Dividend Capture" trading strategy, but long-term investors can use it to keep track of impending payouts. Just visit our Ex-Dividend Calendar for a complete outlook on which companies will be paying out soon.
We don't ask for a credit card to use our free trial, and we don't bill you when your trial ends. No obligation whatsoever! So keep enjoying the newsletter, but please give Dividend.com Premium a shot if you haven't already subscribed!
Thanks for reading everybody. I'll see you tomorrow!
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
After the bell, Dell Inc. ( DELL ) initiated its first-ever dividend payout, beginning in the third quarter. When you factor real inflation (not the reported mumbo-jumbo government numbers with all the exclusions) into the picture, the squeeze to the middle class is even more evident. Start-ups staffed by as few as a dozen or two motivated employees can use today's technologies and tools to revolutionize industries and put many others out of work.
|
After the bell, Dell Inc. ( DELL ) initiated its first-ever dividend payout, beginning in the third quarter. Middle Class Net Worth Takes a Hit According to Federal Reserve data just being released, a hypothetical family richer than half the nation's families and poorer than the other half had a net worth of $77,300 in 2010, compared with $126,400 in 2007. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
After the bell, Dell Inc. ( DELL ) initiated its first-ever dividend payout, beginning in the third quarter. As for specific companies to work for, I suggest looking closely at companies that deliver consistent results and produce products or services that people love or need. Income, Income, Income At Dividend.com, we maintain our focus on the best income-producing investments the markets have to offer during time of heightened volatility.
|
After the bell, Dell Inc. ( DELL ) initiated its first-ever dividend payout, beginning in the third quarter. Another key data point was the drop in median family income to $45,800 in 2010, down from $49,600 in 2007. I have often talked to my kids about their school work, and how their hard work now will be reflected later in life.
|
705e5bd3-63be-49a9-944f-fa79ac1909ff
|
726733.0
|
2012-06-12 00:00:00 UTC
|
Short Sellers Could Get Burned with These 4 Well-Known Stocks
|
DELL
|
https://www.nasdaq.com/articles/short-sellers-could-get-burned-these-4-well-known-stocks-2012-06-12
|
nan
|
nan
|
Savvy short sellers know to avoid crowds. The best of them will speak of "crowded shorts," which refer to stocks that are so heavily shorted that they may become vulnerable to a short squeeze that instantly pushes them higher. A number of big-time short sellers have told me they seek to cover their position if they see the crowd piling in to a specific stock.
Some of them must surely be thinking about that right now. The total number of shares held short rose another 6% in just the two weeks ended May 31, to 22 billion shares -- the highest level in more than a year.
These short sellers are also keeping an eye on another factor: the "sideways tape." This refers to a market that had been moving on one direction but is now moving in a tighter range, or "sideways." Such a move often leads to a directional market change, as one group (either buyers or sellers) get exhausted and the other group starts to offset and eventually overtake them.
That's where you come in. You should be looking for stocks right now that are heavily shorted, yet show promising signs or a turnaround . Why? These will likely be among the first to rebound sharply when the market turns around.
Are we seeing that right now? It's too soon tocall a market bottom, as we don't know how events in Europe will play out, but it's increasingly clear that U.S. stocks are finding buying interest as the S&P 500 crosses back above its 20-day moving average .
With that in mind, here are four heavily-shorted stocks that might benefit from a powerful short squeeze.
1. Chesapeake Energy (NYSE: CHK )
Short sellers have had a field day with this stock. The energy producer faces possible cash shortfalls later this year and is saddled with a reckless CEO and an asleep-at-the-wheel Board of Directors.
The short interest rose from 85 million shares to 95 million shares at the end of May. Yet since then, events have conspired to make short sellers re-visit this crowded short. First, on June 7, Chesapeake sold off more than $4 billion of energy distribution assets (such as pipelines) that not only raises cash but also reduces future capital spending needs by around $1 billion annually. And there may be more asset sales to come. Consider this from analysts at Merrill Lynch: "With asset sales likely to accelerate in coming months, we believe CHK is one of the few companies with a tangible line of sight to closing the gap between the current share price and theoretical Net Asset Value (of $31 a share)." That $31 per share value implies 75% upside for the stock.
Second, Chesapeake's board recently received a thumbs-down vote from shareholders, boosting the odds of major changes at the top of the company. That move could pave the way for a sale of the company, which would really give short sellers agitation.
2. JC Penney (NYSE: JCP )
Short sellers have been piling onto this retailer. The short position rose 28% in just two weeks to 41 million shares. Yet, as my colleague Adam Fischbaum recently noted , it's already clear to most investors that the company's efforts to eliminate sales-based promotions and move to lower every day pricing is not working and will need to be revised.
JC Penney has already started to sneak some promotions back in, and is now instead focusing on the other pillar of the turnaround: revamping merchandising efforts to imitate the best practices of savvy marketing companies like Apple (Nasdaq: AAPL ). Will that strategy work? It's far too soon to tell, but it seems foolhardy to short this stock now.
3. Hewlett-Packard (NYSE: HPQ )
CEO Meg Whitman has stumbled out of the gate in a bid to get the company back on track. Shares have failed to rise in the nine months since she took the corner office. Sales are likely to fall around 3% in fiscal (October) 2012 to around $123 billion. Short sellers have taken note, boosting the short position a hefty 32% to 47 million in just two weeks.
Yet even with many challenges in front of it, HP is still likely to keep generating solid cash flow , if for no other reason than the fact the company's workforce is likely to be 20,000 smaller a year from now. As I noted a few weeks ago, HP still stacks up reasonably well compared to rival Dell (Nasdaq: DELL ) .
Trading at just five times projected fiscal 2013 earnings of $4.40 per share, value investors may look to snap up shares in a market rebound, causing pain for short sellers.
4. AMD (NYSE: AMD )
I've written about this chip maker on several occasions in recent months. Even though shares continue to lag, I still think investors are underestimating the potential of the company's new Trinity microprocessor. AMD continues to secure new vendor relationships for the chip, especially in the emerging category of ultra-books, which are the PC equivalent of Apple's MacBook.
Still, short sellers are predicting trouble ahead even after shares have fallen more than 25% since late March. The short interest rose another 11% in late May to 94 million shares, representing nearly 15% of the trading float . That huge short position would work against short sellers if the market is able to regain its sea legs.
Risks to Consider: A falling market will keep these stocks under pressure, so you need to pay attention to these stocks only when the market indeed looks to have found a floor.
Action to Take --> The market cycles in waves, rising in the fourth quarter of 2011 and the first quarter of 2012, before slumping badly in the current quarter. The current sideways market tells us a change may be afoot, which would be miserable for short sellers -- but potentially very profitable for you if you buy one of these four stocks at the right time.
[ Note: If you haven't heard about this unique opportunity, then I want to tell you about it now. StreetAuthority has staked me with $100,000 of real money to invest in my absolute best ideas. For a limited time, you'll be able to follow along with me completely free. Go here to learn more .]
-- David Sterman
David Sterman does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC does not hold positions in any securities mentioned in this article.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
As I noted a few weeks ago, HP still stacks up reasonably well compared to rival Dell (Nasdaq: DELL ) . It's too soon tocall a market bottom, as we don't know how events in Europe will play out, but it's increasingly clear that U.S. stocks are finding buying interest as the S&P 500 crosses back above its 20-day moving average . Yet, as my colleague Adam Fischbaum recently noted , it's already clear to most investors that the company's efforts to eliminate sales-based promotions and move to lower every day pricing is not working and will need to be revised.
|
As I noted a few weeks ago, HP still stacks up reasonably well compared to rival Dell (Nasdaq: DELL ) . Chesapeake Energy (NYSE: CHK ) Short sellers have had a field day with this stock. The short interest rose from 85 million shares to 95 million shares at the end of May.
|
As I noted a few weeks ago, HP still stacks up reasonably well compared to rival Dell (Nasdaq: DELL ) . The best of them will speak of "crowded shorts," which refer to stocks that are so heavily shorted that they may become vulnerable to a short squeeze that instantly pushes them higher. Short sellers have taken note, boosting the short position a hefty 32% to 47 million in just two weeks.
|
As I noted a few weeks ago, HP still stacks up reasonably well compared to rival Dell (Nasdaq: DELL ) . It's far too soon to tell, but it seems foolhardy to short this stock now. Short sellers have taken note, boosting the short position a hefty 32% to 47 million in just two weeks.
|
5cd1e00c-c952-44bb-84f0-0e97e9a7a374
|
726734.0
|
2012-06-08 00:00:00 UTC
|
Stock Market News for June 8, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-june-8-2012-market-news-2012-06-08
|
nan
|
nan
|
Fed Chairman Ben Bernanke once again dashed hopes of further economic stimulus and an early rally faded to leave the Dow only slightly higher, while the S&P 500 and Nasdaq closed in the red. Bernanke's congressional testimony also curbed the optimism that was sparked by China's interest rate cut. Markets had been buoyed by the first drop in initial claims in almost a month, before Bernanke's comments somewhat dented sentiment.
The Dow Jones Industrial Average (DJI) ended 0.4% higher at 12,460.96. The Standard & Poor 500 (S&P 500) edged down marginally, by 0.01% to close almost unchanged at 1,314.99. The tech-laden Nasdaq Composite Index dropped 0.5% to finish yesterday's trading session at 2,831.02. The fear-gauge CBOE Volatility Index (VIX) dropped almost 2.0% to settle at 21.72. Consolidated volumes on the New York Stock Exchange, the Nasdaq and the American Stock Exchange were roughly 7.16 billion shares, higher than the year-to-date daily average of 6.85 billion shares. Decliners enjoyed a better run than the advancing stocks on the NYSE; as for 53% of stocks that traded lower, 44% moved up.
Markets had opened decently higher, buoyed by China's interest rate cut and encouraging domestic labor data. The Chinese central bank announced that it was slashing its benchmark one-year lending and one-year benchmark deposit rates by 0.25% to 6.31% and 3.25%, respectively. The People's Bank of China made such a move for the first time since 2008 and it is widely perceived that monetary authorities are gearing up to stimulate the economic growth. Given that the world's second-largest economy is bolstering measures to counteract the recent gloom in global financial markets, benchmarks opened higher.
Moreover, benchmarks were boosted by the first drop in first time unemployment benefit claims after three consecutive increases. The U.S. Department of Labor reported that the advance figure for seasonally adjusted initial claims declined 12,000 from the previous week's revised figure of 389,000 to 377,000 for the week ending June 2. The decline in initial claims was also wider than consensus estimates of 379, 000.
Following these positive developments, benchmarks were trading higher and the Dow had gained nearly 140 points. Amidst such optimism, the spotlight was on Federal Reserve Chairman Ben Bernanke, as investors hoped to hear of some form of quantitative easing (QE) in his congressional testimony. However, in his testimony before the Congress's Joint Economic Committee, Bernanke said the central bank was "prepared to take action as needed to protect the U.S. financial system and economy in the event that financial stresses escalate". Thus, he dashed hopes of immediate economic stimulus, which investors have been expecting for a long time.
Separately, Bernanke also highlighted two major causes for concern, the labor market and the European crisis. Speaking about the labor market, he said: "The key question… (is) will economic growth be sufficient to achieve continued progress in the labor market". Regarding the European crisis, Bernanke added: "The situation in Europe poses significant risks to the U.S. financial system and economy and must be monitored closely".
Investors' hopes regarding additional economic stimulus was previously propelled by comments from Atlanta and San Francisco Fed presidents. Earlier this week, Atlanta Fed President Dennis Lockhart had said: "Should it become clear that something resembling my baseline scenario of continued, though modest, growth is no longer realistic, further monetary actions to support the recovery will certainly need to be considered". Separately, San Francisco Fed President John Williams had lent further support to this argument, emphasizing the impact of the European crisis. He said: "It's crucial that we maintain our current highly stimulatory monetary policy stance…We must also stand ready to do even more if needed to best achieve our statutory goals of maximum employment and price stability".
After all those hopes were dashed yesterday, benchmarks underwent a slide and the Nasdaq emerged as the biggest loser among them. The technology sector had a bad run yesterday, somewhat justifying the Nasdaq's fall, and the Technology Select Sector (XLK) was down 0.6%. Among the losers, Dell Inc. (NASDAQ: DELL ), Google Inc (NASDAQ: GOOG ), Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ) and Adobe Systems Incorporated (NASDAQ: ADBE ) slumped 0.7%, 0.4%, 1.3%, 0.4% and 1.2%, respectively.
ADOBE SYSTEMS (ADBE): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
ORACLE CORP (ORCL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Among the losers, Dell Inc. (NASDAQ: DELL ), Google Inc (NASDAQ: GOOG ), Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ) and Adobe Systems Incorporated (NASDAQ: ADBE ) slumped 0.7%, 0.4%, 1.3%, 0.4% and 1.2%, respectively. ADOBE SYSTEMS (ADBE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Fed Chairman Ben Bernanke once again dashed hopes of further economic stimulus and an early rally faded to leave the Dow only slightly higher, while the S&P 500 and Nasdaq closed in the red.
|
Among the losers, Dell Inc. (NASDAQ: DELL ), Google Inc (NASDAQ: GOOG ), Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ) and Adobe Systems Incorporated (NASDAQ: ADBE ) slumped 0.7%, 0.4%, 1.3%, 0.4% and 1.2%, respectively. ADOBE SYSTEMS (ADBE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Investors' hopes regarding additional economic stimulus was previously propelled by comments from Atlanta and San Francisco Fed presidents.
|
Among the losers, Dell Inc. (NASDAQ: DELL ), Google Inc (NASDAQ: GOOG ), Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ) and Adobe Systems Incorporated (NASDAQ: ADBE ) slumped 0.7%, 0.4%, 1.3%, 0.4% and 1.2%, respectively. ADOBE SYSTEMS (ADBE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Fed Chairman Ben Bernanke once again dashed hopes of further economic stimulus and an early rally faded to leave the Dow only slightly higher, while the S&P 500 and Nasdaq closed in the red.
|
Among the losers, Dell Inc. (NASDAQ: DELL ), Google Inc (NASDAQ: GOOG ), Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ) and Adobe Systems Incorporated (NASDAQ: ADBE ) slumped 0.7%, 0.4%, 1.3%, 0.4% and 1.2%, respectively. ADOBE SYSTEMS (ADBE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Fed Chairman Ben Bernanke once again dashed hopes of further economic stimulus and an early rally faded to leave the Dow only slightly higher, while the S&P 500 and Nasdaq closed in the red.
|
247e69ee-7f0a-48d3-a811-e173b8bcbe30
|
726735.0
|
2012-06-07 00:00:00 UTC
|
Marvell Sees Growth Prospects - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/marvell-sees-growth-prospects-analyst-blog-2012-06-07
|
nan
|
nan
|
Ace integrated silicon circuit maker Marvell Technology Group Ltd. ( MRVL ) seems upbeat after delivering strong quarterly results in mid-May. There have been a number of developments over the past few days that we think could attract investors.
Chinese telecom company China Mobile has recently launched a TD-SCDMA phone that uses a number of Marvell chipsets. Marvell's offerings on the TD-SCDMA standard are proven. Therefore, China Mobile's recent push into the area is a big positive. Particularly so, since China Mobile is one of the largest telecom service providers in a very populous region and the demand for TD-SCDMA smartphones are increasing.
Marvell is also supplying its flagship ARMADA XP processor to Dell Inc. ( DELL ) for its latest cloud-based server offering, Copper ARM. Dell is gradually becoming a key player in the cloud space. The success of this latest product will not only push Dell ahead, but it will also open up new avenues for Marvell.
Marvell is also set to announce a host of latest technological inventions targeting smartphones, tablets and notebooks, Google TV, and cloud computing appliances in COMPUTEX Taipei, a computer expo held annually in Taipei, Taiwan. The event started on June 5 and will end on June 9.
We see these developments as the prime driving force for achieving Marvell's upbeat guidance provided in the last quarter. (Check out the detailed second quarter guidance in the blog: Marvell Beats, Outlook Bright .).
Stiff competition in the semiconductor market from major players, such as Intel Corp. ( INTC ), Texas Instruments Inc. ( TXN ) and LSI Corp. ( LSI ), significant number of pending lawsuits, higher material costs and the company's European exposure will remain as concerns. However, we feel that a strong product portfolio, sound pipeline, a diverse revenue model, stable balance sheet, association with Google (ARMADA 1500 HD Media System-on-a-Chip for Google TV) and synergies from the Xelerated acquisition could give the company's shares a boost, going forward.
Currently, Marvell Technology has a Zacks #3 Rank, implying a short-term Hold recommendation.
DELL INC (DELL): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
LSI CORP (LSI): Free Stock Analysis Report
MARVELL TECH GP (MRVL): Free Stock Analysis Report
TEXAS INSTRS (TXN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Marvell is also supplying its flagship ARMADA XP processor to Dell Inc. ( DELL ) for its latest cloud-based server offering, Copper ARM. Dell is gradually becoming a key player in the cloud space. The success of this latest product will not only push Dell ahead, but it will also open up new avenues for Marvell.
|
DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report LSI CORP (LSI): Free Stock Analysis Report MARVELL TECH GP (MRVL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Marvell is also supplying its flagship ARMADA XP processor to Dell Inc. ( DELL ) for its latest cloud-based server offering, Copper ARM. Dell is gradually becoming a key player in the cloud space.
|
DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report LSI CORP (LSI): Free Stock Analysis Report MARVELL TECH GP (MRVL): Free Stock Analysis Report TEXAS INSTRS (TXN): Free Stock Analysis Report To read this article on Zacks.com click here. Marvell is also supplying its flagship ARMADA XP processor to Dell Inc. ( DELL ) for its latest cloud-based server offering, Copper ARM. Dell is gradually becoming a key player in the cloud space.
|
Marvell is also supplying its flagship ARMADA XP processor to Dell Inc. ( DELL ) for its latest cloud-based server offering, Copper ARM. Dell is gradually becoming a key player in the cloud space. The success of this latest product will not only push Dell ahead, but it will also open up new avenues for Marvell.
|
0b0c6f3b-1643-4b8e-a697-9effdccd5c53
|
726736.0
|
2012-06-07 00:00:00 UTC
|
After Hours Most Active for Jun 7, 2012 : MRK, GE, MO, T, BMY, FCX, MSFT, INTC, STX, QQQ, CINF, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-jun-7-2012-mrk-ge-mo-t-bmy-fcx-msft-intc-stx-qqq-cinf-dell-2012-06
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up 1.58 to 2,536.99. The total After hours volume is currently 42,479,290 shares traded.
The following are the most active stocks for the after hours session :
Merck & Company, Inc. ( MRK ) is unchanged at $38.33, with 11,229,975 shares traded. As reported by Zacks, the current mean recommendation for MRK is in the "buy range".
General Electric Company ( GE ) is unchanged at $19.00, with 10,256,280 shares traded. As reported by Zacks, the current mean recommendation for GE is in the "buy range".
Altria Group ( MO ) is unchanged at $32.75, with 10,190,156 shares traded., following a 52-week high recorded in today's regular session.
AT&T Inc. ( T ) is +0.08 at $34.24, with 9,468,583 shares traded. T's current last sale is 103.76% of the target price of $33.
Bristol-Myers Squibb Company ( BMY ) is unchanged at $34.25, with 6,968,077 shares traded. BMY's current last sale is 97.86% of the target price of $35.
Freeport-McMoran Copper & Gold, Inc. ( FCX ) is -0.01 at $33.59, with 6,787,726 shares traded. As reported by Zacks, the current mean recommendation for FCX is in the "buy range".
Microsoft Corporation ( MSFT ) is unchanged at $29.23, with 1,056,782 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.9. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Intel Corporation ( INTC ) is unchanged at $25.94, with 880,110 shares traded. INTC's current last sale is 86.47% of the target price of $30.
Seagate Technology. ( STX ) is unchanged at $22.66, with 672,004 shares traded. STX's current last sale is 66.65% of the target price of $34.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.11 at $62.38, with 663,252 shares traded. This represents a 24.93% increase from its 52 Week Low.
Cincinnati Financial Corporation ( CINF ) is unchanged at $36.32, with 651,734 shares traded. As reported in the last short interest update the days to cover for CINF is 9.969896; this calculation is based on the average trading volume of the stock.
Dell Inc. ( DELL ) is unchanged at $12.13, with 650,242 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jan 2013. The consensus EPS forecast is $0.56. DELL's current last sale is 75.81% of the target price of $16.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $12.13, with 650,242 shares traded. DELL's current last sale is 75.81% of the target price of $16. The following are the most active stocks for the after hours session : Merck & Company, Inc. ( MRK ) is unchanged at $38.33, with 11,229,975 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $12.13, with 650,242 shares traded. DELL's current last sale is 75.81% of the target price of $16. The total After hours volume is currently 42,479,290 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $12.13, with 650,242 shares traded. DELL's current last sale is 75.81% of the target price of $16. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is unchanged at $12.13, with 650,242 shares traded. DELL's current last sale is 75.81% of the target price of $16. The following are the most active stocks for the after hours session : Merck & Company, Inc. ( MRK ) is unchanged at $38.33, with 11,229,975 shares traded.
|
f48306b0-3f76-4889-9138-e9d174cf1974
|
726737.0
|
2012-06-04 00:00:00 UTC
|
EMC Acquires Watch4Net - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/emc-acquires-watch4net-analyst-blog-2012-06-04
|
nan
|
nan
|
EMC Corp. (EMC) is on an acquisition spree. Recently, the leading storage vendor announced the acquisition of Montreal based privately-held Watch4Net Solutions Inc. in an all cash transaction. Just a week ago, EMC acquired Syncplicity, a privately-held software-as-a-service (SaaS) provider, in order to boost its cloud-based storage offerings. To date, this is EMC's fourth acquisition in 2012.
Watch4Net offers solutions that measure the performance of networks, data-centers and cloud based infrastructures. The company has been EMC's partner over the last seven years and its flagship APG product is integrated with EMC's IT Operations Intelligence suite. The solution provides reports on a real-time, historical and projected basis, which helps an IT administrator to detect and troubleshoot a potential problem.
EMC said that the transaction will not have any material impact on fiscal 2012 results. We believe that the acquisition will expand EMC's software offerings in the data center information management market going forward. Other than its solutions for managing networks and physical and virtual storage, we believe that Watch4Net products will help EMC provide a complete end-to-end cloud based solution to enterprises going forward.
EMC's aggressive acquisition strategy has proved beneficial in the past, being largely responsible for the company's market position. Acquisitions have helped the company to enhance and expand its information storage, content management and archiving segments. Over the last couple of years, EMC has made important acquisitions that enhanced its security offerings, data clouds & analytics and storage systems.
With the advent of big data and cloud computing, EMC had been focusing on acquiring companies with strong presence in these two fields. According to market research firm IDC, the Big Data market is expected to reach $16.5 billion by 2015, growing 40% annually from $3.2 billion in 2010. According to Forrester, theglobal marketfor cloud computing will grow from $40.7 billion in 2011 to more than $241.0 billion by 2020.
Over the last few years EMC acquired tools such as Avamar and Data Domain that help enterprises to manage huge amount of data through data deduplication. In 2010, the company acquired Isilon systems that boosted its presence in the fast growing Network attached storage systems. EMC also acquired Greenplum for big data analytics in 2010. In March this year, EMC acquired Pivotal Labs, a provider of agile software development services and tools, to boost its offerings in the big data segment.
We expect EMC to continue making accretive acquisitions, which will help it to penetrate the fast growing markets of big data, cloud computing, mobile and security applications over the long term. Moreover, we believe that the most-recent acquisition will provide EMC a significant competitive edge in these markets, where it faces stiff competition from Hewlett-Packard (HPQ) , International Business Machines Corp. (IBM) , Oracle Corp. (ORCL) , SAP AG (SAP) and Dell Inc. (DELL) .
However, the overall sluggish IT spending trend and lackluster North American and European growth remain potential headwinds going forward. Thus, we remain Neutral over the long term (6-12 months).
Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term on the back of strong results and strategic acquisitions.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
ORACLE CORP (ORCL): Free Stock Analysis Report
SAP AG ADR (SAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, we believe that the most-recent acquisition will provide EMC a significant competitive edge in these markets, where it faces stiff competition from Hewlett-Packard (HPQ) , International Business Machines Corp. (IBM) , Oracle Corp. (ORCL) , SAP AG (SAP) and Dell Inc. (DELL) . DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SAP AG ADR (SAP): Free Stock Analysis Report To read this article on Zacks.com click here. Just a week ago, EMC acquired Syncplicity, a privately-held software-as-a-service (SaaS) provider, in order to boost its cloud-based storage offerings.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SAP AG ADR (SAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the most-recent acquisition will provide EMC a significant competitive edge in these markets, where it faces stiff competition from Hewlett-Packard (HPQ) , International Business Machines Corp. (IBM) , Oracle Corp. (ORCL) , SAP AG (SAP) and Dell Inc. (DELL) . We believe that the acquisition will expand EMC's software offerings in the data center information management market going forward.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SAP AG ADR (SAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the most-recent acquisition will provide EMC a significant competitive edge in these markets, where it faces stiff competition from Hewlett-Packard (HPQ) , International Business Machines Corp. (IBM) , Oracle Corp. (ORCL) , SAP AG (SAP) and Dell Inc. (DELL) . Over the last couple of years, EMC has made important acquisitions that enhanced its security offerings, data clouds & analytics and storage systems.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SAP AG ADR (SAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the most-recent acquisition will provide EMC a significant competitive edge in these markets, where it faces stiff competition from Hewlett-Packard (HPQ) , International Business Machines Corp. (IBM) , Oracle Corp. (ORCL) , SAP AG (SAP) and Dell Inc. (DELL) . Over the last couple of years, EMC has made important acquisitions that enhanced its security offerings, data clouds & analytics and storage systems.
|
3a5ff939-a49d-4608-9db1-3408351410e4
|
726738.0
|
2012-05-30 00:00:00 UTC
|
Dell Suite Chosen by Grow Financial - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-suite-chosen-by-grow-financial-analyst-blog-2012-05-30
|
nan
|
nan
|
Dell Inc. ( DELL ) recently announced that Grow Financial, one of the leading credit unions, has deployed a host of its data center appliances. Detailed financial terms of the deal were not mentioned.
Florida-based Grow Financial's Federal credit union is run by 500 employees across 18 locations. It manages an asset base of roughly $1.6 billion. A long-time Dell customer, Grow Financial has been deploying various consumer class and enterprise class products in order to efficiently manage its data center and overall IT eco-system.
Grow Financial's data center is now leveraging Dell's current storage portfolio, which includes Compellent storage arrays, PowerEdge servers and KACE Appliances. The company replaced its existing storage management system, which was run by EMC Corp. ( EMC ).
Dell's storage systems led the Fed credit union to achieve an operational efficiency (storage optimization) of 30% and storage management cost reduction of 50.0%, leading to higher return on investment. Apart from storage appliances, Grow Financial has also opted for Dell's desktop and notebook line-up.
The names Compellent and KACE are quite familiar to us since these were the most important acquisitions of Dell in recent times. The company took over Compellent Technologies in December 2010 at a very pricy consideration and made itself a key player in the cloud-based enterprise data storage systems market.
KACE Networks, a server appliance specialist, was acquired in February 2010. With the acquisition, Dell was able to offer server support for inventory management and asset management specifically to the SMBs (small and medium businesses).
Dell has been working hard to expand its storage portfolio for the past few years. It entered the storage market in 2008 with its purchase of EqualLogic. However, the company had no luck with its much-hyped bid for 3PAR Inc., losing out to archrival Hewlett-Packard Co. ( HPQ ) in August 2010. 3PAR provides highly virtualized storage solutions with advanced data management features, such as dynamic tiering and thin provisioning for cloud computing environments.
But the tech giant made up for the loss through consecutive acquisitions on the storage front. We believe that its increased focus on the storage vertical will be extremely beneficial for Dell, since this is expected to be one of the fastest-growing segments within technology for the next five years. Dell currently generates roughly 3.0% of total revenue from its storage business.
The company reported disappointing first quarter results, with both revenue and earnings per share (EPS) declining on a year-over-year basis. Moreover, EPS was also below the Zacks Consensus Estimate. Based on current PC demand trends, level of consumer spending and macro uncertainties, we think that the second quarter guidance is a bit aggressive. However, the growth in Servers and Services segments are encouraging.
Currently, Dell has a Zacks #3 Rank, which implies a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) recently announced that Grow Financial, one of the leading credit unions, has deployed a host of its data center appliances. A long-time Dell customer, Grow Financial has been deploying various consumer class and enterprise class products in order to efficiently manage its data center and overall IT eco-system. Grow Financial's data center is now leveraging Dell's current storage portfolio, which includes Compellent storage arrays, PowerEdge servers and KACE Appliances.
|
Dell Inc. ( DELL ) recently announced that Grow Financial, one of the leading credit unions, has deployed a host of its data center appliances. Grow Financial's data center is now leveraging Dell's current storage portfolio, which includes Compellent storage arrays, PowerEdge servers and KACE Appliances. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Grow Financial's data center is now leveraging Dell's current storage portfolio, which includes Compellent storage arrays, PowerEdge servers and KACE Appliances. Dell's storage systems led the Fed credit union to achieve an operational efficiency (storage optimization) of 30% and storage management cost reduction of 50.0%, leading to higher return on investment. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell Inc. ( DELL ) recently announced that Grow Financial, one of the leading credit unions, has deployed a host of its data center appliances. Grow Financial's data center is now leveraging Dell's current storage portfolio, which includes Compellent storage arrays, PowerEdge servers and KACE Appliances. A long-time Dell customer, Grow Financial has been deploying various consumer class and enterprise class products in order to efficiently manage its data center and overall IT eco-system.
|
7ca0f76d-77a4-4e41-9f41-d91b41037764
|
726739.0
|
2012-05-29 00:00:00 UTC
|
Dell vs. HP: Which Stock Should You Own?
|
DELL
|
https://www.nasdaq.com/articles/dell-vs-hp-which-stock-should-you-own-2012-05-29
|
nan
|
nan
|
I got a chance to catch up with old colleagues at a tech investment conference this past week. And one topic dominated our hour-long discussion: Now that Dell (Nasdaq: DELL ) and Hewlett-Packard (NYSE: HPQ ) are trading far from their all-time highs, is either one a bargain? More specifically, how do these two stocks stack up against each other? We couldn't come to an agreement, but now that I've had a chance to compare these two stocks, I think a clear winner has emerged.
To value these stocks, I used eight distinct factors and assigned each factor a relative weighting on a 100-point total scale. Here's the result...
Factor #1: profit margins
Weighting 15 points
Dell's operating margins have fluctuated between 4% and 8% in the past six years, while HP's margins have hovered between 7% and 9%, thanks to a greater emphasis on software and services.
Result...
Dell: 6.5 points
HP: 8.5 points
Factor #2: sales consistency
Weighting 12 points
In a worst case scenario (which we saw in 2009), Dell's sales fell 13%, while HP's fell only 3%. Moreover, Dell was only able to boost sales by 1% in fiscal (January) 2011 to about $61.5 billion, even after incorporating a series of acquisitions. HP's recent sales growth hasn't been especially impressive either, but the company at least has a higher degree of recurring revenue from long-term service contracts.
Result...
Dell: 5 points
HP: 7 points
Factor # 3: free cash flow
Weighting: 15 points
This is distinct from factor #1 because it better incorporates capital intensity. The company that can derive more profits with less capital spending can more quickly strengthen its financial position. Dell has a generated an average of $3.5 billion in free cash flow in the past four years, equating to a free cash flow yield of more than 25%, which is truly stunning. HP has generated an average of $8.5 billion in free cash flow in each of the past four years, equating to a still impressive 15% free cash flow yield.
Result...
Dell: 8.5 points
HP: 6.5 points
Factor #4: Management track record and corporate governance
Weighting 10 points
HP gets an incomplete upgrade because it is under relatively new management. Dell, on the other hand, deserves a failing grade.
Michael Dell has made a series of bold moves, yet none have been able to move the needle. Even lumbering Microsoft (Nasdaq: MSFT ) now appears to be making a series of winning moves, proving that you can't blame the tough external environment for Dell's underwhelming results. And the fact that Michael Dell runs the company with a seemingly free hand tells you that the company's board provides few checks and balances.
HP's management -- and board -- are fairly new, so an incomplete grade is justified. Still, the decision to shed thousands of employees and re-invest the savings into niches with higher growth opportunities is bold enough to merit attention. Compared to Dell's weak management and governance, HP's fresh slate of officers and directors get the nod.
Result...
Dell: 4 points
HP: 6 points
Factor #5: Industry positioning
Weighting 15 points
HP is the world's largest seller of PCs and laptops, which is nothing to brag about in a world increasingly dominated by tablet computers and smartphones. Nevertheless, this segment accounts for a smaller percentage of sales than it does for Dell. HP has lost its edge in the IT services market as companies like IBM (NYSE: IBM ) take market share . Still, outsourced IT management is a trend that continues to grow, and HP remains a viable candidate when major contracts come up for bidding.
Dell has been pursuing a greater emphasis on enterprise hardware, especially with a string of data storage acquisitions. Yet even as Dell pursues best-of-breed niche vendors in this segment (and pays top dollar for them), the company is still seen as something of an also-ran when compared to storage-focused vendors such as EMC (NYSE: EMC ) . Frankly, neither of these companies have much to show for internal R&D efforts and have ended up overpaying for other companies. Improved R&D execution is essential for future relevance for these firms.
HP's service focus gives the company a slight edge.
Result...
Dell: 7 points
HP: 8 points
Factor #6: International exposure
Weighting 13 points
With Europe in trouble and China slowing down, the United States is suddenly looking like the place to be. Companies with a higher percentage of sales in the United States now look better-equipped to meet forward earnings estimates. HP derives 45% of sales in the U.S. (and 36% in Europe, Africa and the Middle East (EMEA)). In contrast, Dell derives 49% of sales in the U.S., while the EMEA region accounts for roughly 30%.
Result...
Dell: 7 points
HP: 6 points
Factor #7: EPS trends
Weighting 12 points
Earnings forecasts continue to trend in the same direction, so the recent downward revisions to Dell's EPS (earnings per share) forecasts are likely to continue. Stock prices often track earnings revisions and it's hard for a stock to rally while forecasts are still coming down. HP's earnings forecasts have remained largely unchanged and may even rise a bit, thanks to the recently announced huge layoffs that will take effect in the quarters ahead.
Result...
Dell: 5 points
HP: 7 points
Factor #8: Analyst opinion
Weighting 8 points
As analysts reiterate bullish or bearish opinions on a stock, they can have an impact on the stock price. HP's average analyst rating is 2.6 (with 1.0 being a strong "Buy"), while Dell's is 2.3.
Result...
Dell: 4.5 points
HP: 3.5 points
(This is arguably generous as Dell has seen a few downgrades since Yahoo last updated analyst ratings scores.)
Action to Take --> By a decent margin , HP looks like the better stock to own. The fact that HP trades for about five times projected 2013 profits while Dell trades for around six times tells you that both of these stocks are extremely inexpensive. Dell's solid balance sheet should provide support to shares at current levels, but HP looks better positioned to make the bold moves that can restore the company back into relevance -- and deliver profits to shareholders.
-- David Sterman
David Sterman does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC owns shares of MSFT in one or more if its "real money" portfolios.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Even lumbering Microsoft (Nasdaq: MSFT ) now appears to be making a series of winning moves, proving that you can't blame the tough external environment for Dell's underwhelming results. Dell's solid balance sheet should provide support to shares at current levels, but HP looks better positioned to make the bold moves that can restore the company back into relevance -- and deliver profits to shareholders. And one topic dominated our hour-long discussion: Now that Dell (Nasdaq: DELL ) and Hewlett-Packard (NYSE: HPQ ) are trading far from their all-time highs, is either one a bargain?
|
Result... Dell: 5 points HP: 7 points Factor # 3: free cash flow Weighting: 15 points This is distinct from factor #1 because it better incorporates capital intensity. Result... Dell: 7 points HP: 6 points Factor #7: EPS trends Weighting 12 points Earnings forecasts continue to trend in the same direction, so the recent downward revisions to Dell's EPS (earnings per share) forecasts are likely to continue. Result... Dell: 5 points HP: 7 points Factor #8: Analyst opinion Weighting 8 points As analysts reiterate bullish or bearish opinions on a stock, they can have an impact on the stock price.
|
Result... Dell: 6.5 points HP: 8.5 points Factor #2: sales consistency Weighting 12 points In a worst case scenario (which we saw in 2009), Dell's sales fell 13%, while HP's fell only 3%. Result... Dell: 7 points HP: 6 points Factor #7: EPS trends Weighting 12 points Earnings forecasts continue to trend in the same direction, so the recent downward revisions to Dell's EPS (earnings per share) forecasts are likely to continue. Result... Dell: 5 points HP: 7 points Factor #8: Analyst opinion Weighting 8 points As analysts reiterate bullish or bearish opinions on a stock, they can have an impact on the stock price.
|
Result... Dell: 5 points HP: 7 points Factor # 3: free cash flow Weighting: 15 points This is distinct from factor #1 because it better incorporates capital intensity. Result... Dell: 8.5 points HP: 6.5 points Factor #4: Management track record and corporate governance Weighting 10 points HP gets an incomplete upgrade because it is under relatively new management. Result... Dell: 5 points HP: 7 points Factor #8: Analyst opinion Weighting 8 points As analysts reiterate bullish or bearish opinions on a stock, they can have an impact on the stock price.
|
2f229298-2fb7-41db-8e66-33b49f6c1eab
|
726740.0
|
2012-05-29 00:00:00 UTC
|
Dell Closes Twin Acquisitions - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-closes-twin-acquisitions-analyst-blog-2012-05-29
|
nan
|
nan
|
After a disappointing first quarter, the world's third largest PC maker by shipment, Dell Inc. ( DELL ) recently confirmed the completion of two of its most sought-after acquisitions. The acquisitions of two cloud-software providers - Make Technologies and Wyse Technologies - were announced in April. Both deals, the financials of which were kept confidential, were crucial for building Dell's position in the software vertical.
California-based Wyse Technology is a provider of thin client (usually a device or a program that allows a number of users to perform computational functions based on a single server) hardware and software, desktop virtualization software and cloud software for all computing devices. Wyse has business ties with tech giants such as Cisco Systems Inc. ( CSCO ), Citrix Inc. ( CTXS ), IBM Corp. ( IBM ), Microsoft Corp. ( MSFT ) and VMware Inc. ( VMW ).
Make Technologies provides software and services that modernize traditional applications used by cloud-based systems. The cloud-based products from the company have the capacity to cut cost, reduce risk and re-engineer applications.
Wyse Technology will not only enrich Dell's desktop virtualization capabilities, but will also expand its enterprise solutions portfolio, as a whole. On the other hand, inputs from Make Technologies will open up growth opportunities for Dell's core application portfolio management software and services. With all these new capabilities in its pocket, Dell will go all out to sell its new offerings to the existing customers first.
We don't have much information about the financial impact of these two acquisitions, but the impending long-term growth opportunities arising from the deals can easily be gauged. The new units will enhance Dell's enterprise solutions portfolio, which would generate higher revenue, going forward. We also think that the positive impact of all the acquisitions may not be evident for some time, as the new units would take time to gel with the existing capabilities.
Apart from these two acquisitions, Dell also acquired Clerity Solutions and SonicWall in March and AppAssure in February, to boost its enterprise solutions portfolio.
Also, the takeover of IT management software provider, Quest Software Inc. ( QSFT ) is in the wind. While there were no comments from Dell's side, market sources say that Quest has already been offered a price of $23 a share from private equity firm Insight Venture Partners in March. If Dell has to bid, it will have to pay a higher price.
Dell's acquisition spree is encouraging but there are integration risks. Also, Dell may have to raise new debts for funding the acquisitions, which may increase the interest burden.
Currently, Dell has a short-term Hold recommendation, as indicated by the Zacks #3 Rank.
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
CITRIX SYS INC (CTXS): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
QUEST SOFTWARE (QSFT): Free Stock Analysis Report
VMWARE INC-A (VMW): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
On the other hand, inputs from Make Technologies will open up growth opportunities for Dell's core application portfolio management software and services. While there were no comments from Dell's side, market sources say that Quest has already been offered a price of $23 a share from private equity firm Insight Venture Partners in March. After a disappointing first quarter, the world's third largest PC maker by shipment, Dell Inc. ( DELL ) recently confirmed the completion of two of its most sought-after acquisitions.
|
On the other hand, inputs from Make Technologies will open up growth opportunities for Dell's core application portfolio management software and services. CISCO SYSTEMS (CSCO): Free Stock Analysis Report CITRIX SYS INC (CTXS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. After a disappointing first quarter, the world's third largest PC maker by shipment, Dell Inc. ( DELL ) recently confirmed the completion of two of its most sought-after acquisitions.
|
On the other hand, inputs from Make Technologies will open up growth opportunities for Dell's core application portfolio management software and services. CISCO SYSTEMS (CSCO): Free Stock Analysis Report CITRIX SYS INC (CTXS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report QUEST SOFTWARE (QSFT): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. After a disappointing first quarter, the world's third largest PC maker by shipment, Dell Inc. ( DELL ) recently confirmed the completion of two of its most sought-after acquisitions.
|
Wyse Technology will not only enrich Dell's desktop virtualization capabilities, but will also expand its enterprise solutions portfolio, as a whole. On the other hand, inputs from Make Technologies will open up growth opportunities for Dell's core application portfolio management software and services. After a disappointing first quarter, the world's third largest PC maker by shipment, Dell Inc. ( DELL ) recently confirmed the completion of two of its most sought-after acquisitions.
|
eec7315a-2167-48a3-a775-7176a66501f7
|
726741.0
|
2012-05-29 00:00:00 UTC
|
After Hours Most Active for May 29, 2012 : WMB, PPL, PEG, AA, RAI, TEVA, BAC, RIMM, QQQ, FB, MSFT, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-may-29-2012-wmb-ppl-peg-aa-rai-teva-bac-rimm-qqq-fb-msft-dell-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up 1.14 to 2,560.11. The total After hours volume is currently 22,967,607 shares traded.
The following are the most active stocks for the after hours session :
Williams Companies, Inc. (The) ( WMB ) is unchanged at $31.39, with 3,823,877 shares traded. As reported by Zacks, the current mean recommendation for WMB is in the "buy range".
PPL Corporation ( PPL ) is unchanged at $27.61, with 3,155,343 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.61. PPL's current last sale is 97.73% of the target price of $28.25.
Public Service Enterprise Group Incorporated ( PEG ) is unchanged at $30.78, with 2,815,895 shares traded. PEG's current last sale is 96.19% of the target price of $32.
Alcoa Inc. ( AA ) is unchanged at $8.89, with 2,776,482 shares traded. AA's current last sale is 79.91% of the target price of $11.125.
Reynolds American Inc ( RAI ) is -0.101 at $42.23, with 2,737,837 shares traded. RAI's current last sale is 101.76% of the target price of $41.5.
Teva Pharmaceutical Industries Limited ( TEVA ) is +0.07 at $38.17, with 2,600,458 shares traded. As reported by Zacks, the current mean recommendation for TEVA is in the "buy range".
Bank of America Corporation ( BAC ) is +0.01 at $7.45, with 2,490,923 shares traded. BAC's current last sale is 74.5% of the target price of $10.
Research in Motion Limited ( RIMM ) is -0.98 at $10.25, with 1,885,317 shares traded. RIMM's current last sale is 78.85% of the target price of $13.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.07 at $62.91, with 919,245 shares traded. This represents a 26% increase from its 52 Week Low.
Facebook, Inc. ( FB ) is -0.04 at $28.78, with 840,708 shares traded., following a 52-week high recorded in today's regular session.
Microsoft Corporation ( MSFT ) is -0.1192 at $29.44, with 730,271 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.67. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Dell Inc. ( DELL ) is +0.04 at $12.70, with 674,325 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jan 2013. The consensus EPS forecast is $0.55. DELL's current last sale is 79.38% of the target price of $16.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is +0.04 at $12.70, with 674,325 shares traded. DELL's current last sale is 79.38% of the target price of $16. The following are the most active stocks for the after hours session : Williams Companies, Inc. (The) ( WMB ) is unchanged at $31.39, with 3,823,877 shares traded.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell Inc. ( DELL ) is +0.04 at $12.70, with 674,325 shares traded. DELL's current last sale is 79.38% of the target price of $16.
|
Dell Inc. ( DELL ) is +0.04 at $12.70, with 674,325 shares traded. DELL's current last sale is 79.38% of the target price of $16. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
DELL's current last sale is 79.38% of the target price of $16. Dell Inc. ( DELL ) is +0.04 at $12.70, with 674,325 shares traded. The following are the most active stocks for the after hours session : Williams Companies, Inc. (The) ( WMB ) is unchanged at $31.39, with 3,823,877 shares traded.
|
9ce39e9b-7661-4ec3-8bbb-dbc82f44d379
|
726742.0
|
2012-05-24 00:00:00 UTC
|
Is Cutting Jobs the Right Move for Hewlett Packard?
|
DELL
|
https://www.nasdaq.com/articles/cutting-jobs-right-move-hewlett-packard-2012-05-24
|
nan
|
nan
|
Making layoffs is never easy, or at least it shouldn't be. Hewlett Packard (NYSE: HPQ ) recently announced plans to 8% of its workforce, roughly 27,000 people, and, while analysts believe that it is a sound move, they are also saying that HPQ has more work to do before regaining the confidence of investors.
Following the announcement, shares in HPQ went up 6% at $22.26 in Thursday morning early trading.
Morgan Stanley responded to the restructuring plans by saying that HPQ intends to target "big cost buckets" by simplifying supply chain and go-to-market, and reducing SKUs. The program is ambitious and management expects it to generate $3-3.5bn of annualized savings (250-300bps).
Deutsche Bank said these restructuring charges/ reinvestment actions give the company a healthy degree of flexibility (they estimate ~$1.00+ of EPS) to manage non-GAAP EPS, while Goldman Sachs said that HP's messaging around reinvesting restructuring savings and the relatively solid April quarter results offer the first signs that the company may be stabilizing. "While most turnaround stories include at least some form of restructuring, we believe HP is already lean and the company's ability to reinvest appropriately is still in question."
Again, 27,000 jobs lost should not be taken lightly. Busi9ness is business, but that is a lot of families that will be adversely affected. However, HPQ was keen to point out that the majority of those jobs cut would be through early retirement. The fact that they would be generating annual savings of $3 billion to $3.5 billion as it exits fiscal year 2014 is what the analysts and investors will be looking at, and rightly so as that is their job.
Of course, the truth is that, by losing that 8%, the company has a better chance of doing well and protecting the jobs of the other 92% (approximately 273,000 people).
So, while Hewlett Packard still has plenty of work to do, it is making positive strides, and analysts still prefer it to Dell (NASDAQ: DELL ), which has been attempting to diversify its revenue base while consumer demand continues to deteriorate.
Follow me @BCallwood .
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
So, while Hewlett Packard still has plenty of work to do, it is making positive strides, and analysts still prefer it to Dell (NASDAQ: DELL ), which has been attempting to diversify its revenue base while consumer demand continues to deteriorate. Morgan Stanley responded to the restructuring plans by saying that HPQ intends to target "big cost buckets" by simplifying supply chain and go-to-market, and reducing SKUs. Deutsche Bank said these restructuring charges/ reinvestment actions give the company a healthy degree of flexibility (they estimate ~$1.00+ of EPS) to manage non-GAAP EPS, while Goldman Sachs said that HP's messaging around reinvesting restructuring savings and the relatively solid April quarter results offer the first signs that the company may be stabilizing.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. So, while Hewlett Packard still has plenty of work to do, it is making positive strides, and analysts still prefer it to Dell (NASDAQ: DELL ), which has been attempting to diversify its revenue base while consumer demand continues to deteriorate. Hewlett Packard (NYSE: HPQ ) recently announced plans to 8% of its workforce, roughly 27,000 people, and, while analysts believe that it is a sound move, they are also saying that HPQ has more work to do before regaining the confidence of investors.
|
So, while Hewlett Packard still has plenty of work to do, it is making positive strides, and analysts still prefer it to Dell (NASDAQ: DELL ), which has been attempting to diversify its revenue base while consumer demand continues to deteriorate. Hewlett Packard (NYSE: HPQ ) recently announced plans to 8% of its workforce, roughly 27,000 people, and, while analysts believe that it is a sound move, they are also saying that HPQ has more work to do before regaining the confidence of investors. Deutsche Bank said these restructuring charges/ reinvestment actions give the company a healthy degree of flexibility (they estimate ~$1.00+ of EPS) to manage non-GAAP EPS, while Goldman Sachs said that HP's messaging around reinvesting restructuring savings and the relatively solid April quarter results offer the first signs that the company may be stabilizing.
|
So, while Hewlett Packard still has plenty of work to do, it is making positive strides, and analysts still prefer it to Dell (NASDAQ: DELL ), which has been attempting to diversify its revenue base while consumer demand continues to deteriorate. Hewlett Packard (NYSE: HPQ ) recently announced plans to 8% of its workforce, roughly 27,000 people, and, while analysts believe that it is a sound move, they are also saying that HPQ has more work to do before regaining the confidence of investors. Following the announcement, shares in HPQ went up 6% at $22.26 in Thursday morning early trading.
|
8f3c2d13-48f5-40cf-a1d0-b0edc39e18a9
|
726743.0
|
2012-05-24 00:00:00 UTC
|
Mixed Data in Jobs & Durable Goods - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/mixed-data-jobs-durable-goods-analyst-blog-2012-05-24
|
nan
|
nan
|
With this morning's mixed economic data on the home front from the Jobless Claims and Durable Goods reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe. The overnight summit of European leaders in Brussels failed to come out with anything new.
But even more worrying is the region's economic outlook, including the thus-far robust German economy. A preliminary survey of Euro-zone purchasing managers for May, comparable to the ISM survey in the U.S., shows the region's factory sector moving deeper into contractionary territory. A separate survey of German business confidence also shows loss of momentum.
The Brussels summit meeting reiterated the group's desire to keep Greece within the currency union, but wants the country to stay true to its existing austerity commitments under the March bailout. With the anti-austerity left-wing party gaining momentum in the run-up to the June 17 elections, it is increasingly becoming obvious that Greece may be heading towards the long-feared exit.
On the positive side, the demand for Eurobonds is steadily gaining momentum following the change in French leadership, though Germany continues to oppose the move.
There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
It is perhaps a bit harsh to characterize the Jobless Claims data as negative. But the number has been 'stuck' at the 370K level for weeks now and refusing come further down. This morning's reading showed a 2K drop to 370K, though the prior week's tally was revised upwards by 2K. So, in effect, we have another unchanged reading.
The four-week average, which smooths out the week-to-week volatility, dropped by 5.5K to 370K. An optimistic take could be that the current consolidation phase in the claims data is a net positive. It will be interesting to see what next week's May non-farm payroll numbers will bring, particularly following the disappointing releases in preceding two months.
While one could argue that the Jobless Claims report was not negative, there is no other way to put this morning's April Durable Goods report. The 'headline' number was roughly in-line with expectations, and the prior month's 'headline' drop was modestly revised upwards. But the 'core' reading, officially called non-defense capital goods orders ex-aircraft, came in weaker than expected and the prior month's number was revised down.
The weak 'core' number and the negative revisions to the prior month raise questions about the health of business spending outlook going forward and will likely be perceived as another sign of loss of momentum in the economy. This data does not seem to be in-sync with what we are seeing from the manufacturing ISM data in recent months. While not unusual, it is nevertheless a red flag not to take the manufacturing momentum for granted.
In corporate news, Hewlett-Packard ( HPQ ) came out with better-than-expected results and a credible-looking restructuring program that includes lay-offs totaling roughly 8% of its workforce.
But irrespective of the quality of the PC and printing giant's restructuring plan, it is likely faced with a much softer IT spending environment than it may have been banking on. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. This morning's soft April Durable Goods report is also along the same lines.
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. With this morning's mixed economic data on the home front from the Jobless Claims and Durable Goods reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe.
|
CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. With this morning's mixed economic data on the home front from the Jobless Claims and Durable Goods reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe.
|
CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
|
We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
|
2d5771d2-a59b-47d1-9c6f-74f22a52ee6b
|
726744.0
|
2012-05-24 00:00:00 UTC
|
Ahead of Wall Street - May 24, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-may-24-2012-ahead-wall-street-2012-05-24
|
nan
|
nan
|
Thursday, May 24, 2012
With this morning's mixed economic data on the home front from the Jobless Claims and Durable Good reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe. The overnight summit of European leaders in Brussels failed to come out with anything new. But even more worrying is the region's economic outlook, including for the thus far robust German economy. A preliminary survey of Euro-zone purchasing managers for May, comparable to the ISM survey in the U.S., shows the region's factory sector moving deeper into contractionary territory. A separate survey of German business confidence also shows loss of momentum.
The Brussels summit meeting reiterated the group's desire to keep Greece within the currency union, but wants the country to stay true to its existing austerity commitments under the March bailout. With the anti-austerity leftwing party gaining momentum in the run up to the June 17 elections, it is increasingly becoming obvious that Greece may be heading towards the long-feared exit. On the positive side, the demand for Eurobonds is steadily gaining momentum following the change in French leadership, though Germany continues to oppose the move.
There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
It is perhaps a bit harsh to characterize the Jobless Claims data as negative. But the number has been 'stuck' at the 370K level for weeks now and refusing come further down. This morning's reading showed a 2K drop to 370K, though the prior week's tally was revised upwards by 2K. So, in effect, we have another unchanged reading. The four-week average, which smoothes out the week-to-week volatility, dropped by 5.5K to 370K. An optimistic take could be that the current consolidation phase in the claims data is a net positive. It will be interesting to see what next week's May non-farm payroll numbers will bring, particularly following the disappointing releases in preceding two months.
While one could argue that the Jobless Claims report was not negative, there is no other way to put this morning's April Durable Goods report. The 'headline' number was roughly in-line with expectations and the prior month's 'headline' drop was modestly revised upwards. But the 'core' reading, officially called nondefense capital goods orders ex-aircraft, came in weaker than expected and the prior month's number was revised down. The weak 'core' number and the negative revisions to the prior month raise questions about the health of business spending outlook going forward and will likely be perceived as another sign of loss of momentum in the economy. This data does not seem to be in-sync with what we are seeing from the manufacturing ISM data in recent months. While not unusual, it is nevertheless a red flag not to take the manufacturing momentum for granted.
In corporate news, Hewlett-Packard ( HPQ ) came out with better than expected results and a credible-looking restructuring program that includes lay-offs totaling roughly 8% of its workforce. But irrespective of the quality of the PC and printing giant's restructuring plan, it is likely faced with a much softer IT spending environment than it may have been banking on. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. This morning's soft April Durable Goods report is also along the same lines.
Sheraz Mian
Director of Research
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Thursday, May 24, 2012 With this morning's mixed economic data on the home front from the Jobless Claims and Durable Good reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. Thursday, May 24, 2012 With this morning's mixed economic data on the home front from the Jobless Claims and Durable Good reports, stocks likely will not have much to offset the uninspiring picture coming out of Europe.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. We saw some evidence of that in Tuesday's results from Dell ( DELL ) and even Cisco ( CSCO ) had pointed towards that in its quarterly results. There is not much to feel good about in this morning's domestic economic data either, with the weekly Jobless Claims numbers effectively unchanged from the previous week and the April Durable Goods report raising questions about the outlook for corporate capital spending.
|
ebda4756-3760-434c-8461-702ee47ec0bf
|
726745.0
|
2012-05-23 00:00:00 UTC
|
Company News for May 23, 2012 - Corporate Summary
|
DELL
|
https://www.nasdaq.com/articles/company-news-for-may-23-2012-corporate-summary-2012-05-23
|
nan
|
nan
|
• Shares of Cree, Inc. (NASDAQ: CREE ) declined 6.5% following news that John Kurtzwell, Chief Financial Officer has resigned. Controller Michael McDevitt will serve as CFO on an interim basis
• Ralph Lauren Corporation (NYSE: RL ) gained 2.7% after it posted fourth quarter earnings per share of $0.99, surpassing the Zacks Consensus Estimate of $0.85. The company also doubled its quarterly cash dividend, amounting to $0.40 per share
• Dell Inc. (NASDAQ: DELL ) reported first quarter earnings per share of $0.43, missing the Zacks Consensus Estimate of $0.46 by 3 cents
• Best Buy Co., Inc. (NYSE: BBY ) posted first quarter earnings per share of $0.72, beating the Zacks Consensus Estimate of $0.59
BEST BUY (BBY): Free Stock Analysis Report
CREE INC (CREE): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
RALPH LAUREN CP (RL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company also doubled its quarterly cash dividend, amounting to $0.40 per share • Dell Inc. (NASDAQ: DELL ) reported first quarter earnings per share of $0.43, missing the Zacks Consensus Estimate of $0.46 by 3 cents • Best Buy Co., Inc. (NYSE: BBY ) posted first quarter earnings per share of $0.72, beating the Zacks Consensus Estimate of $0.59 BEST BUY (BBY): Free Stock Analysis Report CREE INC (CREE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report RALPH LAUREN CP (RL): Free Stock Analysis Report To read this article on Zacks.com click here. Controller Michael McDevitt will serve as CFO on an interim basis • Ralph Lauren Corporation (NYSE: RL ) gained 2.7% after it posted fourth quarter earnings per share of $0.99, surpassing the Zacks Consensus Estimate of $0.85. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company also doubled its quarterly cash dividend, amounting to $0.40 per share • Dell Inc. (NASDAQ: DELL ) reported first quarter earnings per share of $0.43, missing the Zacks Consensus Estimate of $0.46 by 3 cents • Best Buy Co., Inc. (NYSE: BBY ) posted first quarter earnings per share of $0.72, beating the Zacks Consensus Estimate of $0.59 BEST BUY (BBY): Free Stock Analysis Report CREE INC (CREE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report RALPH LAUREN CP (RL): Free Stock Analysis Report To read this article on Zacks.com click here. Controller Michael McDevitt will serve as CFO on an interim basis • Ralph Lauren Corporation (NYSE: RL ) gained 2.7% after it posted fourth quarter earnings per share of $0.99, surpassing the Zacks Consensus Estimate of $0.85. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company also doubled its quarterly cash dividend, amounting to $0.40 per share • Dell Inc. (NASDAQ: DELL ) reported first quarter earnings per share of $0.43, missing the Zacks Consensus Estimate of $0.46 by 3 cents • Best Buy Co., Inc. (NYSE: BBY ) posted first quarter earnings per share of $0.72, beating the Zacks Consensus Estimate of $0.59 BEST BUY (BBY): Free Stock Analysis Report CREE INC (CREE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report RALPH LAUREN CP (RL): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company also doubled its quarterly cash dividend, amounting to $0.40 per share • Dell Inc. (NASDAQ: DELL ) reported first quarter earnings per share of $0.43, missing the Zacks Consensus Estimate of $0.46 by 3 cents • Best Buy Co., Inc. (NYSE: BBY ) posted first quarter earnings per share of $0.72, beating the Zacks Consensus Estimate of $0.59 BEST BUY (BBY): Free Stock Analysis Report CREE INC (CREE): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report RALPH LAUREN CP (RL): Free Stock Analysis Report To read this article on Zacks.com click here. • Shares of Cree, Inc. (NASDAQ: CREE ) declined 6.5% following news that John Kurtzwell, Chief Financial Officer has resigned. Controller Michael McDevitt will serve as CFO on an interim basis • Ralph Lauren Corporation (NYSE: RL ) gained 2.7% after it posted fourth quarter earnings per share of $0.99, surpassing the Zacks Consensus Estimate of $0.85.
|
160b9859-9e0d-4b8f-85fc-6157addf420b
|
726746.0
|
2012-05-23 00:00:00 UTC
|
Disappointing 1Q from Dell - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/disappointing-1q-from-dell-analyst-blog-2012-05-23
|
nan
|
nan
|
Dell Inc. ( DELL ) delivered earnings of 43 cents per share in the first quarter of 2013, missing the Zacks Consensus Estimate of 46 cents. Following the earnings release, the company's share price plunged more than 12.0% in Tuesday's after hour trade. The cannibalization of desktop PC market due to the growth of tablets and ultrabooks, as well as constrained IT spending by the U.S. and Euro zone has led to the earnings miss.
Revenues
Dell reported total revenue of $14.42 billion in the reported quarter, down 4.0% from the year-ago quarter. Large Enterprise and Public reported revenue declined while the Small & Medium business segment improved marginally.
Revenue by Segments
Large Enterprise posted revenues of $4.4 billion, down 3.3% year over year. The decline in revenue was driven by lower business activity in the developed markets, resulting in a revenue decline of 6.0% in the same. Although the pipeline of new orders is decent but the customers are delaying their spending on new IT products. The company has started witnessing some improvements in U.S. federal spending, but was a little disappointed by the dismal performance of K-12 and the health care businesses.
Public Revenue was $3.46 billion, down 4.3% year over year. The downside in revenue can be attributed to the weakness in the U.S. This segment continues to see spending pressure, which resulted in the decline in revenue.
Small and Medium Business revenue rose 3.6% to $3.47 billion. Revenue growth in this segment was driven by enterprise service and solution growth. The company's SMB segment continues to nurture strong relationships with its existing customers. Region wise, Asia-Pacific and Japan witnessed the highest growth in this segment, which was up 10%.
Consumer Business revenue declined by a whopping 11.9% to $3.04 billion, with notebook revenue down 15% as the company did not enter the entry-level notebook market given that it is a low-margin business mix. Moreover, the company has also expanded the number of channel partners in this segment.
Operating Results
Gross margin in the reported quarter declined to 21.3% from 22.9% in the year-ago quarter. Gross margin for the quarter was negatively impacted by the difficult pricing environment as far as client products are concerned.
Operating income for the quarter stood at $824.0 million or 5.7% of revenues in the reported quarter, down 32.0% year over year. The company was not able to control its expenses properly; moreover, lower revenues have also resulted in the decline in operating income.
GAAP earnings in the quarter were 36 cents per share compared with 49 cents a share in the year-ago quarter. Excluding special items like amortization of intangibles, severance and facility consolidation cost, acquisition-related costs, as well as income tax adjustments, earnings per share in the quarter were 43 cents versus 55 cents in the year-ago quarter.
Balance Sheet & Cash Flow
Dell's cash conversion cycle was negative 32 days versus negative 36 days in the previous quarter. The company used $138.0 million cash in operating activities, which is a significant deterioration from $465.0 million cash generated in the year-ago quarter. The company ended the quarter with $13.7 billion in cash and short-term investments versus $14.8 billion in the previous quarter.
Guidance
The company expects second quarter revenue to grow 2-4% from the previous quarter, maintaining the same historical and seasonal trend.
Conclusion
Dell reported disappointing first quarter results, with both revenue and earnings per share (EPS) declining on a year-over-year basis. Moreover, EPS was also below the Zacks Consensus Estimate. Based on the current PC demand trend, level of consumer spending and the macro uncertainties, we think that the second quarter guidance is a bit aggressive. However, growth in Servers and Services segments are encouraging.
Opportunities in the Electronic Medical Record sector, entry into the smartphone business, increased focus on cloud computing are positives for the company. However, new strategic move from other players such as Hewlett-Packard Company ( HPQ ), Apple Inc. ( AAPL ) and Acer may pose some challenges to the company.
The company has a Zacks#3 Rank, which implies a short-term Hold rating.
APPLE INC (AAPL): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) delivered earnings of 43 cents per share in the first quarter of 2013, missing the Zacks Consensus Estimate of 46 cents. Revenues Dell reported total revenue of $14.42 billion in the reported quarter, down 4.0% from the year-ago quarter. Balance Sheet & Cash Flow Dell's cash conversion cycle was negative 32 days versus negative 36 days in the previous quarter.
|
Conclusion Dell reported disappointing first quarter results, with both revenue and earnings per share (EPS) declining on a year-over-year basis. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc. ( DELL ) delivered earnings of 43 cents per share in the first quarter of 2013, missing the Zacks Consensus Estimate of 46 cents.
|
Revenues Dell reported total revenue of $14.42 billion in the reported quarter, down 4.0% from the year-ago quarter. Dell Inc. ( DELL ) delivered earnings of 43 cents per share in the first quarter of 2013, missing the Zacks Consensus Estimate of 46 cents. Balance Sheet & Cash Flow Dell's cash conversion cycle was negative 32 days versus negative 36 days in the previous quarter.
|
Revenues Dell reported total revenue of $14.42 billion in the reported quarter, down 4.0% from the year-ago quarter. Conclusion Dell reported disappointing first quarter results, with both revenue and earnings per share (EPS) declining on a year-over-year basis. Dell Inc. ( DELL ) delivered earnings of 43 cents per share in the first quarter of 2013, missing the Zacks Consensus Estimate of 46 cents.
|
16e8f5db-5cd2-4130-9f8f-b33c9f93a7bc
|
726747.0
|
2012-05-23 00:00:00 UTC
|
Ahead of Wall Street - May 23, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-may-23-2012-ahead-wall-street-2012-05-23
|
nan
|
nan
|
Wednesday, May 23, 2012
The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
Euro-zone leaders are meeting today in Brussels, where a host of potentially significant topics will be o the agenda. The clamor for more pro-growth measures and even the issuance of Eurobonds has been gaining momentum in recent days, particularly following the election of the new French president. But the Germans are unlikely to give in so easily at this stage after having resisted such calls for a long time. Germany is justifiably skeptical that the impetus for structural reforms will weaken should countries like Italy and Spain are allowed what they perceive to be a free ride on the pristine German credit profile. I will be surprised if anything tangible came out of today's meeting.
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. H-P is expected to announce major job cuts in another restructuring initiative, but the move may not be enough to turnaround the company's fortunes.
Unlike PC makers, homebuilders appear to be enjoying the sunshine these days. We will get the April New Home sales a little later, but homebuilder Toll Brothers ( TOL ) not only beat earnings expectations this morning, but had a lot of good things to say about the housing market as well.
Sheraz Mian
Director of Research
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
TOLL BROTHERS (TOL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Wednesday, May 23, 2012 The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. We will get the April New Home sales a little later, but homebuilder Toll Brothers ( TOL ) not only beat earnings expectations this morning, but had a lot of good things to say about the housing market as well.
|
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. Wednesday, May 23, 2012 The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
|
e4bba533-40ac-4a95-aed0-b5bf656c4de8
|
726748.0
|
2012-05-23 00:00:00 UTC
|
Pre-Market Most Active for May 23, 2012 : FB, BLK, BAC, DELL, NOK, KT, TEF, SKM, ARMH, QQQ, ARBA, INTC
|
DELL
|
https://www.nasdaq.com/articles/pre-market-most-active-may-23-2012-fb-blk-bac-dell-nok-kt-tef-skm-armh-qqq-arba-intc-2012
|
nan
|
nan
|
The NASDAQ 100 Pre-Market Indicator is down -13.45 to 2,525.75. The total Pre-Market volume is currently 4,908,691 shares traded.
The following are the most active stocks for the pre-market session :
Facebook, Inc. ( FB ) is +0.49 at $31.49, with 1,989,294 shares traded., following a 52-week high recorded in prior regular session.
BlackRock, Inc. ( BLK ) is -2.67 at $160.70, with 1,427,449 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $3.32. BLK's current last sale is 76.52% of the target price of $210.
Bank of America Corporation ( BAC ) is -0.12 at $6.86, with 1,425,375 shares traded. BAC's current last sale is 68.6% of the target price of $10.
Dell Inc. ( DELL ) is -1.99 at $13.09, with 1,162,152 shares traded. DELL's current last sale is 67.13% of the target price of $19.5.
Nokia Corporation ( NOK ) is -0.08 at $2.80, with 534,599 shares traded. NOK's current last sale is 70% of the target price of $4.
Korea Telecom Corporation ( KT ) is -0.2475 at $11.96, with 529,782 shares traded. KT's current last sale is 95.7% of the target price of $12.5.
Telefonica SA ( TEF ) is -0.38 at $12.17, with 373,418 shares traded. TEF's current last sale is 60.31% of the target price of $20.179.
SK Telecom Corporation, Ltd. ( SKM ) is -0.3919 at $11.83, with 315,000 shares traded. SKM's current last sale is 89.61% of the target price of $13.2.
ARM Holdings, plc ( ARMH ) is +0.0277 at $23.02, with 277,800 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.12. ARMH's current last sale is 77.03% of the target price of $29.88.
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.62 at $61.82, with 179,972 shares traded. This represents a 23.81% increase from its 52 Week Low.
Ariba, Inc. ( ARBA ) is -0.16 at $44.71, with 156,953 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.08. , following a 52-week high recorded in prior regular session.
Intel Corporation ( INTC ) is -0.48 at $25.55, with 113,766 shares traded. INTC's current last sale is 85.17% of the target price of $30.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. Dell Inc. ( DELL ) is -1.99 at $13.09, with 1,162,152 shares traded. DELL's current last sale is 67.13% of the target price of $19.5.
|
Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. Dell Inc. ( DELL ) is -1.99 at $13.09, with 1,162,152 shares traded. DELL's current last sale is 67.13% of the target price of $19.5.
|
Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. Dell Inc. ( DELL ) is -1.99 at $13.09, with 1,162,152 shares traded. DELL's current last sale is 67.13% of the target price of $19.5.
|
DELL's current last sale is 67.13% of the target price of $19.5. Dell Inc. ( DELL ) is -1.99 at $13.09, with 1,162,152 shares traded. The NASDAQ 100 Pre-Market Indicator is down -13.45 to 2,525.75.
|
0781b3c4-648f-4cc6-b868-848faeb74bd5
|
726749.0
|
2012-05-23 00:00:00 UTC
|
Eurozone Stealing Domestic Thunder (Again)? - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/eurozone-stealing-domestic-thunder-again-analyst-blog-2012-05-23
|
nan
|
nan
|
The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
Euro-zone leaders are meeting today in Brussels, where a host of potentially significant topics will be o the agenda. The clamor for more pro-growth measures and even the issuance of Eurobonds has been gaining momentum in recent days, particularly following the election of the new French president. But the Germans are unlikely to give in so easily at this stage after having resisted such calls for a long time.
Germany is justifiably skeptical that the impetus for structural reforms will weaken should countries like Italy and Spain are allowed what they perceive to be a free ride on the pristine German credit profile. I will be surprised if anything tangible comes out of today's meeting.
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. H-P is expected to announce major job cuts in another restructuring initiative, but the move may not be enough to turnaround the company's fortunes.
Unlike PC makers, homebuilders appear to be enjoying the sunshine these days. We will get the April New Home sales a little later, but homebuilder Toll Brothers ( TOL ) not only beat earnings expectations this morning, but had a lot of good things to say about the housing market as well.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
TOLL BROTHERS (TOL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. We will get the April New Home sales a little later, but homebuilder Toll Brothers ( TOL ) not only beat earnings expectations this morning, but had a lot of good things to say about the housing market as well.
|
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
|
On the home front, Dell's ( DELL ) disappointing results after the close on Tuesday sets the stage for Hewlett-Packard's ( HPQ ) results later today. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. The April New Home sales data coming out a little later could potentially divert attention from the ever-present Euro-zone drama, but odds are that we will have another trading session today devoted mostly to fretting about Greece.
|
73afda81-29ce-4205-846e-c92af8f43d41
|
726750.0
|
2012-05-23 00:00:00 UTC
|
Market Wrap-Up for May 23 (BLK, PETM, GES, DELL, HPQ, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-may-23-blk-petm-ges-dell-hpq-more-2012-05-23
|
nan
|
nan
|
The market began to seriously price in the potential of Greece leaving the Euro Zone earlier in the day, but by the afternoon bargain hunters pushed their way through and took the averages way off the earlier lows.
Looking at some of the headline movers, earnings plays PetSmart ( PETM ) and Guess? ( GES ) bucked the early nervousness by gaining on their positive results. Non-dividend tech titan Dell Inc. ( DELL ) could not muster such a comeback following that company's results. Dell continues to be a dividend payer holdout, despite a sizable cash position.
Speaking of tech, Hewlett-Packard ( HPQ ) will be reporting results after the bell this evening, and industry watchers believe we may hear more about the company's cost-cutting initiatives (job cuts) during theearnings call(Update: It appears the report is out and it looks like 27K job cuts). Shares of Blackrock ( BLK ) rose sharply following news of the company's secondary offering to help it buy its share stake back from Barclay's Bank.
The Markets Can Look Very Different, Depending on Your Perspective
As we were taking a dip back down today earlier today, traders who were positioned poorly were paying the price. In contrast, long-term investors who continue to concentrate on quality dividend-paying stocks are probably hoping to free up more capital to buy more shares at better prices.
Unlike most market watchers, we here at Dividend.com worry more about market melt-ups than melt-downs. The sure-fire way to underperform as an investor is by buying assets that are already expensive (and eventually selling them at lower prices because the pain of the share price drop is too hard to take). If you stick to your discipline, your portfolio returns will be solid over the long term - and having dividend payouts along the way will always lessen the short-term worries. As I mentioned earlier this week, if an individual stock breaks away from a good-performing market, that's when I want to take a closer look, but when the overall market is in a downdraft, then there is little need to panic about an individual stock.
Investing Success Doesn't Follow a "Normal" Pattern
Most of us began imagining our future lives from an early age. If I get good grades, I will make honor roll. If I make honor roll, my parents will be proud. If I make them proud, maybe they'll buy me a car when I turn 16. If I have a car, I can get a job. When I get a job I'll make money and be able to buy whatever I want. This mindset continues throughout our lives and branches into many directions.
If you do well in your professional life, you get promoted. In turn, you make more money. With more money, you can buy your first house. And so on. In investing, we assume this same pattern will follow suit. We buy a stock and expect it to go up immediately. But how often does that really happen? This point is where people run into trouble.
Remember, investing is not a daily scoreboard. You can assume your actions (buying stocks) are guaranteed to succeed simply because that's what's "supposed" to happen. The reality is much of what you carefully research and buy for your portfolio should be fine over the course of time (especially if you are highlighting quality dividend stocks in your buying). In the pursuit of results, we will all experience blemishes in our lifetime. They don't highlight this fact in the manual of life. Sometimes, you just have to adjust your perspective of what is "normal."
An Important Note Regarding the Best Dividend Stocks List
We want to make sure everyone understands that the stocks on our Best Dividend Stocks List are the names we currently like for new investor capital, regardless of what date the stock was first recommended on. If and when a stock is removed from the list, we will clearly state whether the stock should be sold (which is rare but occasionally will happen), or simply held in one's account until we see a better entry point or catalyst.
And here's one last thing to remember about what we do here at Dividend.com: it's not just the names that we recommend that can help you build wealth, but also the things we try to steer you away from that are just as important. Forget about speculative or penny stocks, chasing unprofitable IPOs, and listening to the manic talking heads in the business media!
Our Beat The Markets with Dividend Stocks eBook Has Arrived!
We just debuted our brand new 275-page eBook, exclusively on Dividend.com! In this digital-only book, we look ahead to 2012 and the main factors that could affect dividend investors. A $39.95 value, the eBook is a free download for paid Dividend.com Premium subscribers.
Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there. It's a great way to get prepared for your investing next year! So head over to the Dividend.com Premium homepage now to download your copy.
A Dividend Capture Strategy for Active Investors
We now offer complete U.S. dividend data for all Dividend.com Premium members, so anyone that focuses on "Dividend Capture" trading strategies should have plenty of good stuff to research each day. Just check our enhanced Ex-Dividend Calendar , which is the best in the business, to search for upcoming payouts.
Speaking of dividend capture, Dividend.com Premium members can also access a 9-page report we published on the essential elements to any successful dividend capture strategy. Be sure to check it out here on the Premium homepage .
Dividend.com's Very Own National TV Commercial Has Debuted
Our first-ever television commercial! has started running on CNBC and the feedback has been wonderful. If you haven't seen the link yet, you can check out our commercial here .
Thanks for reading everybody. I'll see you tomorrow!
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Non-dividend tech titan Dell Inc. ( DELL ) could not muster such a comeback following that company's results. Dell continues to be a dividend payer holdout, despite a sizable cash position. In contrast, long-term investors who continue to concentrate on quality dividend-paying stocks are probably hoping to free up more capital to buy more shares at better prices.
|
Non-dividend tech titan Dell Inc. ( DELL ) could not muster such a comeback following that company's results. Dell continues to be a dividend payer holdout, despite a sizable cash position. Investing Success Doesn't Follow a "Normal" Pattern Most of us began imagining our future lives from an early age.
|
Non-dividend tech titan Dell Inc. ( DELL ) could not muster such a comeback following that company's results. Dell continues to be a dividend payer holdout, despite a sizable cash position. An Important Note Regarding the Best Dividend Stocks List We want to make sure everyone understands that the stocks on our Best Dividend Stocks List are the names we currently like for new investor capital, regardless of what date the stock was first recommended on.
|
Non-dividend tech titan Dell Inc. ( DELL ) could not muster such a comeback following that company's results. Dell continues to be a dividend payer holdout, despite a sizable cash position. When I get a job I'll make money and be able to buy whatever I want.
|
acbbd1d6-fcb6-4055-a940-054628888a25
|
726751.0
|
2012-05-23 00:00:00 UTC
|
Dell Blames the Sales Team for Tumbling Profit
|
DELL
|
https://www.nasdaq.com/articles/dell-blames-sales-team-tumbling-profit-2012-05-23
|
nan
|
nan
|
It was not a good second quarter for Dell (NASDAQ: DELL ), as the company dropped up to 13% in German trading after reporting revenue that missed analyst expectations.
Dell reported that revenue for the quarter ending July will be between $14.7 billion and $15 billion. The average estimate came in at $15.4 billion.
Dell's president, Steve Felice, said in a conference call that this forecast alongside disappointing first quarter sales, are a direct result of the fact that the Dell sales team has been focusing on individual products rather than packages of hardware and software.
This is an interesting way to look at the miss. Every sales team in the world will tell you that the key to success is to upsell. If a customer wants something, the average sales representative will tell you that you need more. It's hard to imagine that the Dell sales team was not doing that. It's far easier to imagine that the current economic climate has been restricting consumers' ability to purchase more than what they absolutely want.
CEO Michael Dell said pretty much that very thing. "In my own interactions with larger customers, we are seeing a delay and pause in spending activity. Corporations are still adopting Windows 7."
The numbers don't make for happy reading, with shares dropping down to $13.3 in U.S. trading late on Tuesday. Dell stock had climbed 3.1% previously in 2012.
1Q net income came in at $635 million, or 36 cents per share, compared with $945 million, or 49 cents per share, the previous year. Swing that whichever way you want, but that's a startling decline. Sales fell 4% to $14.4 billion compared with the average estimate of $14.9 billion.
Dell has to start thinking, and fast. The company needs to innovate, because its notebook sales are dropping like a lead balloon thanks to competition from Apple's (NASDAQ: AAPL ) iPhone and iPad, and other similar mobile devices. Dell is being left behind.
Dell is now the third biggest computer maker behind Gartner (NYSE: IT ) and the market leader Hewlett-Packard (NYSE: HPQ ). Consumers are holding off buying a PC this year as they wait for Microsoft's (NASDAQ: MSFT ) Windows 8 to drop but Dell absolutely should not be looking at that product as a saving grace as all of the manufacturers will feel the benefits of that.
Follow me @BCallwood .
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Consumers are holding off buying a PC this year as they wait for Microsoft's (NASDAQ: MSFT ) Windows 8 to drop but Dell absolutely should not be looking at that product as a saving grace as all of the manufacturers will feel the benefits of that. It was not a good second quarter for Dell (NASDAQ: DELL ), as the company dropped up to 13% in German trading after reporting revenue that missed analyst expectations. Dell reported that revenue for the quarter ending July will be between $14.7 billion and $15 billion.
|
It was not a good second quarter for Dell (NASDAQ: DELL ), as the company dropped up to 13% in German trading after reporting revenue that missed analyst expectations. Dell reported that revenue for the quarter ending July will be between $14.7 billion and $15 billion. Dell's president, Steve Felice, said in a conference call that this forecast alongside disappointing first quarter sales, are a direct result of the fact that the Dell sales team has been focusing on individual products rather than packages of hardware and software.
|
It was not a good second quarter for Dell (NASDAQ: DELL ), as the company dropped up to 13% in German trading after reporting revenue that missed analyst expectations. Dell's president, Steve Felice, said in a conference call that this forecast alongside disappointing first quarter sales, are a direct result of the fact that the Dell sales team has been focusing on individual products rather than packages of hardware and software. Consumers are holding off buying a PC this year as they wait for Microsoft's (NASDAQ: MSFT ) Windows 8 to drop but Dell absolutely should not be looking at that product as a saving grace as all of the manufacturers will feel the benefits of that.
|
It was not a good second quarter for Dell (NASDAQ: DELL ), as the company dropped up to 13% in German trading after reporting revenue that missed analyst expectations. It's hard to imagine that the Dell sales team was not doing that. Dell reported that revenue for the quarter ending July will be between $14.7 billion and $15 billion.
|
121b640f-54d4-4dd4-8749-6184147614ca
|
726752.0
|
2012-05-22 00:00:00 UTC
|
EMC Fortifies with Syncplicity Buy - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/emc-fortifies-with-syncplicity-buy-analyst-blog-2012-05-22
|
nan
|
nan
|
In order to expand its cloud-based storage services, EMC Inc. ( EMC ) has acquired Syncplicity, a privately-held SaaS provider. Though the financial details of the deal were not disclosed, it was stated that the acquired company would be integrated with EMC's Information Intelligence Group.
Based in California, Syncplicity offers cloud-based file management and storage systems that let users access and synchronize files and use applications through multiple devices without undermining the security needs of the enterprises.
The company has 30,000 business customers, ranging from small businesses to large enterprises, and it also has partnerships with bellwethers like Google Inc. ( GOOG ), salesforce.com inc. ( CRM ) and Amazon.com Inc. ( AMZN ). Companies of different domains starting from consulting, legal, financial services, technology and manufacturing sectors use services provided by Syncplicity.
With the acquisition of Syncpliclity, EMC will be able to compete with Dropbox and SugarSync in the cloud-based sync and sharing domain. Incidentally, according to IDC, Dropbox has more mindshare than Syncplicity in the file synchronization segment.
But EMC's leading cloud-based storage capabilities when combined with Syncplicity's software solutions should create the necessary synergy to tilt the scales in its favor. We think that the acquisition will thus expand EMC's customer base and market share, due to the higher demand from enterprises going forward.
EMC's aggressive acquisition strategy has proved beneficial in the past, being largely responsible for the company's market position. Acquisitions have helped the company to enhance and expand its information storage, content management and archiving segments. Over the last couple of years, EMC has made important acquisitions that enhanced its security offerings, data clouds & analytics and storage systems.
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market, where it faces stiff competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). However, the overall sluggish IT spending trend, and lackluster North American and European growth are the potential headwinds going forward.
Thus, we remain Neutral over the long term (6-12 months). Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term on the back of strong results and strategic acquisitions.
AMAZON.COM INC (AMZN): Free Stock Analysis Report
SALESFORCE.COM (CRM): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market, where it faces stiff competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). AMAZON.COM INC (AMZN): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. But EMC's leading cloud-based storage capabilities when combined with Syncplicity's software solutions should create the necessary synergy to tilt the scales in its favor.
|
AMAZON.COM INC (AMZN): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market, where it faces stiff competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). In order to expand its cloud-based storage services, EMC Inc. ( EMC ) has acquired Syncplicity, a privately-held SaaS provider.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market, where it faces stiff competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). AMAZON.COM INC (AMZN): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. In order to expand its cloud-based storage services, EMC Inc. ( EMC ) has acquired Syncplicity, a privately-held SaaS provider.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market, where it faces stiff competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). AMAZON.COM INC (AMZN): Free Stock Analysis Report SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. In order to expand its cloud-based storage services, EMC Inc. ( EMC ) has acquired Syncplicity, a privately-held SaaS provider.
|
7cd10a47-fdb4-4da4-97d3-bc4d77ade093
|
726753.0
|
2012-05-22 00:00:00 UTC
|
After Hours Most Active for May 22, 2012 : QQQ, CSCO, DELL, QCOM, FB, MSFT
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-may-22-2012-qqq-csco-dell-qcom-fb-msft-2012-05-22
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -2.89 to 2,536.31. The total After hours volume is currently 33,145,369 shares traded.
The following are the most active stocks for the after hours session :
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.229 at $62.21, with 7,520,710 shares traded. This represents a 24.6% increase from its 52 Week Low.
Cisco Systems, Inc. ( CSCO ) is unchanged at $16.73, with 3,961,700 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Dell Inc. ( DELL ) is -1.5 at $13.58, with 3,263,585 shares traded. RTT News Reports: Stocks Close Nearly Flat After Late-Day Volatility - U.S. Commentary
QUALCOMM Incorporated ( QCOM ) is unchanged at $57.93, with 1,864,668 shares traded. As reported by Zacks, the current mean recommendation for QCOM is in the "buy range".
Facebook, Inc. (
|
Dell Inc. ( DELL ) is -1.5 at $13.58, with 3,263,585 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range". RTT News Reports: Stocks Close Nearly Flat After Late-Day Volatility - U.S. Commentary QUALCOMM Incorporated ( QCOM ) is unchanged at $57.93, with 1,864,668 shares traded.
|
Dell Inc. ( DELL ) is -1.5 at $13.58, with 3,263,585 shares traded. The total After hours volume is currently 33,145,369 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
|
Dell Inc. ( DELL ) is -1.5 at $13.58, with 3,263,585 shares traded. The total After hours volume is currently 33,145,369 shares traded. The following are the most active stocks for the after hours session : PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.229 at $62.21, with 7,520,710 shares traded.
|
Dell Inc. ( DELL ) is -1.5 at $13.58, with 3,263,585 shares traded. The total After hours volume is currently 33,145,369 shares traded. This represents a 24.6% increase from its 52 Week Low.
|
f15671e1-cfea-49f6-9c20-890096818351
|
726754.0
|
2012-05-22 00:00:00 UTC
|
Q1 Preview: Dell (DELL) Could Surprise on Continued Corp. PC Refresh, Cloud
|
DELL
|
https://www.nasdaq.com/articles/q1-preview-dell-dell-could-surprise-continued-corp-pc-refresh-cloud-2012-05-22
|
nan
|
nan
|
Dell (Nasdaq: DELL) shares are in positive territory Tuesday afternoon heading into the tech giant's first-quarter 2013 report, expected out after the market closes. To access the webcast slated for 5:00pm EDT, click here .
The Street is currently expecting EPS of 46 cents on revs of $14.91 billion. Earnings compare with 51 cents reported for its fourth quarter and 55 cents per share reported in the same period last year.
Shares of Dell moved 5 percent lower to $16.37 at the end of April. By comparison, the stock popped 19 percent higher in the same period last year. Since the start of 2012, Dell is up about 2.8 percent.
Investors might look to peers like Microsoft (Nasdaq: MSFT) or Cisco (Nasdaq: CSCO) for a couple of hints as to how Dell might fare. Microsoft beat views amid better-than-expected Windows sales and licenses (good for Dell). Cisco barely eked out an earnings win with its latest report, but guidance failed to inspire buyers.
Data from Bloomberg has 15 analysts at Buy, 16 with a Hold rating, and two at Sell. The Street's price target average is $19, which ranges from $16 to $21.50. Over the last 52 weeks, Dell has moved in a range of $13.29 to $18.36.
Shares are below the 50-day SMA at $16.25 and 200-day DMA at $15.82. Implied volatility is about 1 percent lower heading into results, though Dell's volatility is 160 percent above its trailing daily average for the last year.
Analyst Comments
Goldman Sachs sees revs of $14.88 billion and EPS of 43 cents, both below consensus. The firm commented "investor attention will remain focused on gross margins after Dell reported disappointing gross margins of 21.7% last quarter (below the prior quarter's 23.1%)." Investors will also likely focus on Dell's comments over consumer demand.
Recent IDC data also points to 2.1 percent downside on PC units for Dell in the recent quarter. Goldman noted IDC data is not directly comparable to Dell since it reports on a calendar-year basis.
Deutsche Bank sees revs of $15.0 billion with EPS of 48 cents. Expecting top-line growth to be supported by Enterprise demand offset by softer consumer PC demand. The firm said, "We expect margin upside due to favorable product mix (healthy corporate demand/ softer consumer), greater contribution from Dell's higher margin Storage and Server offerings (i.e. Dell owned IP) and a relatively neutral commodity environment/better HDD supply."
Deutsche sees a healthy corporate PC upgrade trend based on recent Microsoft data as well as a continued move into cloud storage leading to server strength.
Brean Murray Caret & Co. sees EPS of 48 cents. Looking for a better than expected benefit from its shift into higher-end PCs with better ASPs. The company is also garnering more software and warranty revs.
The firm commented, "We're not yet concerned about April PC demand coming in softer than March because ODM's were expecting it, although we believe Europe has gotten off to a softer than expected May."
Stay tuned to StreetInsider.com's EPS Insider section to see our analysis of the highly-anticipated quarterly results within seconds of their release. You can also check out Dell's past performance at Streetinsider's Dell's Income Statement .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The firm said, "We expect margin upside due to favorable product mix (healthy corporate demand/ softer consumer), greater contribution from Dell's higher margin Storage and Server offerings (i.e. Dell owned IP) and a relatively neutral commodity environment/better HDD supply." Dell (Nasdaq: DELL) shares are in positive territory Tuesday afternoon heading into the tech giant's first-quarter 2013 report, expected out after the market closes. Shares of Dell moved 5 percent lower to $16.37 at the end of April.
|
The firm commented "investor attention will remain focused on gross margins after Dell reported disappointing gross margins of 21.7% last quarter (below the prior quarter's 23.1%)." The firm said, "We expect margin upside due to favorable product mix (healthy corporate demand/ softer consumer), greater contribution from Dell's higher margin Storage and Server offerings (i.e. Dell owned IP) and a relatively neutral commodity environment/better HDD supply." Dell (Nasdaq: DELL) shares are in positive territory Tuesday afternoon heading into the tech giant's first-quarter 2013 report, expected out after the market closes.
|
Dell (Nasdaq: DELL) shares are in positive territory Tuesday afternoon heading into the tech giant's first-quarter 2013 report, expected out after the market closes. The firm commented "investor attention will remain focused on gross margins after Dell reported disappointing gross margins of 21.7% last quarter (below the prior quarter's 23.1%)." The firm said, "We expect margin upside due to favorable product mix (healthy corporate demand/ softer consumer), greater contribution from Dell's higher margin Storage and Server offerings (i.e. Dell owned IP) and a relatively neutral commodity environment/better HDD supply."
|
Dell (Nasdaq: DELL) shares are in positive territory Tuesday afternoon heading into the tech giant's first-quarter 2013 report, expected out after the market closes. Shares of Dell moved 5 percent lower to $16.37 at the end of April. Since the start of 2012, Dell is up about 2.8 percent.
|
ed98a1f9-d615-44a2-9663-12f1a3c4478d
|
726755.0
|
2012-05-21 00:00:00 UTC
|
Ahead of Wall Street - May 21, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-may-21-2012-ahead-wall-street-2012-05-21
|
nan
|
nan
|
Monday, May 21, 2012
The weekend G-8 summit's supposed commitment to keep Greece within the Euro-zone may not amount to much in the absence of a favorable outcome from that country's fresh elections next month. But media reports appear to indicate that support for the centrist conservative party, which failed to get a majority in this month's election, to be improving. That said, it is too complicated for outsiders like us to try to handicap the Greek political scene. But irrespective of how the Greek story unfolds, it promises to remain the dominant theme for global markets in the coming days.
We don't have much on the economic docket today and the items on deck for the rest of the week are also relatively light weight. And with the Facebook ( FB ) IPO now behind us, we don't even have that to look forward to. We don't have much in terms of catalysts to reverse the persistent stock market slide of the last few weeks.
Housing will be in focus this week, with the Existing Home sales for April on Tuesday and New Home sales on Wednesday. Last week's better than expected Housing Starts and Homebuilder Sentiment survey are pointing towards favorable momentum on the housing front. Expectations are for this week's New and Existing Home sales reports to reverse the March declines and show solid growth rates. Housing aside, we will get the April Durable Goods report on Thursday and the weekly Jobless Claims data that same day. The University of Michigan Consumer Sentiment survey for May, coming out on Friday, is expected to flat from its last reading.
The first quarter earnings season is effectively over, though we do have a handful of key reports still to come before we can 'officially' close the books on the reporting season. Of this morning's basket of reports, Loews (LOW) came out ahead of expectations, but its outlook for the year is underwhelming. Campbell Soup ( CPB ) beat on EPS, but its revenue numbers came in lower than expected. Other major earnings reports this week include Best Buy ( BBY ) and Dell ( DELL ) on Tuesday and Hewlett-Packard ( HPQ ) on Wednesday.
Sheraz Mian
Director of Research
BEST BUY (BBY): Free Stock Analysis Report
CAMPBELL SOUP (CPB): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
FACEBOOK INC-A (FB): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Other major earnings reports this week include Best Buy ( BBY ) and Dell ( DELL ) on Tuesday and Hewlett-Packard ( HPQ ) on Wednesday. Sheraz Mian Director of Research BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FACEBOOK INC-A (FB): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Monday, May 21, 2012 The weekend G-8 summit's supposed commitment to keep Greece within the Euro-zone may not amount to much in the absence of a favorable outcome from that country's fresh elections next month.
|
Other major earnings reports this week include Best Buy ( BBY ) and Dell ( DELL ) on Tuesday and Hewlett-Packard ( HPQ ) on Wednesday. Sheraz Mian Director of Research BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FACEBOOK INC-A (FB): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Sheraz Mian Director of Research BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FACEBOOK INC-A (FB): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Other major earnings reports this week include Best Buy ( BBY ) and Dell ( DELL ) on Tuesday and Hewlett-Packard ( HPQ ) on Wednesday. Expectations are for this week's New and Existing Home sales reports to reverse the March declines and show solid growth rates.
|
Sheraz Mian Director of Research BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FACEBOOK INC-A (FB): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Other major earnings reports this week include Best Buy ( BBY ) and Dell ( DELL ) on Tuesday and Hewlett-Packard ( HPQ ) on Wednesday. Housing will be in focus this week, with the Existing Home sales for April on Tuesday and New Home sales on Wednesday.
|
0f3f909b-76ce-4b17-a60e-7a4c82c47312
|
726756.0
|
2012-05-21 00:00:00 UTC
|
Zacks Earnings Preview: Lowe's, Krispy Kreme, Campbell Soup, Best Buy and Dell - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/zacks-earnings-preview%3A-lowes-krispy-kreme-campbell-soup-best-buy-and-dell-press-releases
|
nan
|
nan
|
For Immediate Release
Chicago, IL - May 21, 2012 - Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Lowe's Co. ( LOW ), Krispy Kreme ( KKD ), Campbell Soup ( CPB ), Best Buy ( BBY ) and Dell ( DELL ).
To see more earnings analysis, visit http://at.zacks.com/?id=3207 .
Every day, Zacks.com makes 4 stock picks available, free of charge. To see them, go to http://at.zacks.com/?id=3567 .
Earnings Season Quieting Down
It will be a relatively quiet week on the earnings front, as there are only a few reports left before we close the books on the first quarter earnings season. This turned out to be a positive reporting season, with the growth rate, surprises and percentage of beats coming ahead of pre-season expectations.
We will get reports from about 100 companies this week, including 17 companies in the S&P 500, which will take the complete tally of S&P 500 results to 495 by the end of the week.
Theeconomic calendarthis week is on the light side as well, which means that headlines from Europe will likely continue to drive market activity on a day-to-day basis. We will get reports on New and Existing Home Sales, Durable Goods and the regular weekly Jobless Claims.
Monday - 5/21
There is nothing significant on theeconomic calendartoday.
The key earnings release is from Lowe's Co. ( LOW ) in the morning. We will also have results from Krispy Kreme ( KKD ) and Campbell Soup ( CPB ) in the morning.
Tuesday - 5/22
We will get the April Existing Home sales data after the markets open, with expectations for sales increasing to 4.6 million annualized pace from March's 4.48 million pace.
On the earnings front, Best Buy ( BBY ) will report in the morning, while Dell ( DELL ) will report after the markets close.
Sheraz Mian is the Director of Research for Zacks.com.
About the Zacks Rank
Since 1988, the Zacks Rank has proven that "Earnings estimate revisions are the most powerful force impacting stock prices." Since inception in 1988, #1 Rank Stocks have generated an average annual return of +28%. During the 2000-2002 bear market, Zacks #1 Rank stocks gained +43.8%, while the S&P 500 tumbled -37.6%. Also note that the Zacks Rank system has just as many Strong Sell recommendations (Rank #5) as Strong Buy recommendations (Rank #1). Since 1988, Zacks Rank #5 stocks have significantly underperformed the S&P 500 (+3% versus +10%). Thus, the Zacks Rank system allows investors to truly manage portfolio trading effectively.
Zacks "Profit from the Pros" e-mail newsletter offers continuous coverage of the industries and the stocks poised to outperform the market. Subscribe to this free newsletter today by visiting http://at.zacks.com/?id=4988 .
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Len Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros by going to http://at.zacks.com/?id=3568 .
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/ZacksInvestmentResearch
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Contact: Sheraz Mian
Company: Zacks.com
Phone: 312-265-9211
Email: pr@zacks.com
Visit: www.Zacks.com
BEST BUY (BBY): Free Stock Analysis Report
CAMPBELL SOUP (CPB): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
KRISPY KREME (KKD): Free Stock Analysis Report
LOWES COS (LOW): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This week's list includes Lowe's Co. ( LOW ), Krispy Kreme ( KKD ), Campbell Soup ( CPB ), Best Buy ( BBY ) and Dell ( DELL ). On the earnings front, Best Buy ( BBY ) will report in the morning, while Dell ( DELL ) will report after the markets close. Contact: Sheraz Mian Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.Zacks.com BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report KRISPY KREME (KKD): Free Stock Analysis Report LOWES COS (LOW): Free Stock Analysis Report To read this article on Zacks.com click here.
|
This week's list includes Lowe's Co. ( LOW ), Krispy Kreme ( KKD ), Campbell Soup ( CPB ), Best Buy ( BBY ) and Dell ( DELL ). Contact: Sheraz Mian Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.Zacks.com BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report KRISPY KREME (KKD): Free Stock Analysis Report LOWES COS (LOW): Free Stock Analysis Report To read this article on Zacks.com click here. On the earnings front, Best Buy ( BBY ) will report in the morning, while Dell ( DELL ) will report after the markets close.
|
Contact: Sheraz Mian Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.Zacks.com BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report KRISPY KREME (KKD): Free Stock Analysis Report LOWES COS (LOW): Free Stock Analysis Report To read this article on Zacks.com click here. This week's list includes Lowe's Co. ( LOW ), Krispy Kreme ( KKD ), Campbell Soup ( CPB ), Best Buy ( BBY ) and Dell ( DELL ). On the earnings front, Best Buy ( BBY ) will report in the morning, while Dell ( DELL ) will report after the markets close.
|
Contact: Sheraz Mian Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.Zacks.com BEST BUY (BBY): Free Stock Analysis Report CAMPBELL SOUP (CPB): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report KRISPY KREME (KKD): Free Stock Analysis Report LOWES COS (LOW): Free Stock Analysis Report To read this article on Zacks.com click here. This week's list includes Lowe's Co. ( LOW ), Krispy Kreme ( KKD ), Campbell Soup ( CPB ), Best Buy ( BBY ) and Dell ( DELL ). On the earnings front, Best Buy ( BBY ) will report in the morning, while Dell ( DELL ) will report after the markets close.
|
757ce7da-02d4-4d9c-8532-4398f9b47546
|
726757.0
|
2012-05-18 00:00:00 UTC
|
Facebook Debuts Today on NASDAQ - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/facebook-debuts-today-on-nasdaq-analyst-blog-2012-05-18
|
nan
|
nan
|
Online social networking mogul Facebook ( FB ) is scheduled to start trading on the Nasdaq Stock Market today at around 11.00 a.m. Yesterday, its much-hyped initial public offering (IPO) yielded approximately $16 billion from 33 investment banks, led by Morgan Stanley ( MS ). Given Facebook's size, the investment banks underwriting the issue are expected to charge as much as 3% of the proceeds as their commission.
At the time of IPO filing, Facebook's price band was $28 to $35 per share. However, earlier this week (May 15, 2012), Facebook raised the price range to $34 to $38 per share and the very next day (May 16, 2012) the company increased the size of the offering by 25% to 421 million, representing a 15% float. Facebook eventually priced its IPO at $38.00 per share, implying that retail investors will be able to buy the stock at this price.
Facebook's agreement with the underwriters also has a "Greenshoe" option, which means that the underwriters can sell up to 15% extra shares above the 421 million offered. If this option is exercised, the number of shares is expected to increase by at least 3% which will fetch another $2.4 million, thus making this the second largest IPO in the U.S. after Visa Inc ( V ).
Facebook- A Brief History
Currently valued at $104 billion, Facebook is considered the pioneer of online social networking. Formed within the walls of a Harvard dormitory in 2004, by Mark Zuckerberg and his college friends Dustin Moskovitz, Chris Hughes and Eduardo Saverin, the company has come a long way and now boasts of more than 900 million users.
The startup received investments from venture capitalists and institutional investors such as PayPal co-founder Peter Thiel, who is currently a member of the Board of Directors. Mr. Thiel is expected to gain $640 million for his 17 million shares. Some other eminent initial investors include Reid Hoffman, co-founder of LinkedIn Corp. ( LNKD ) and Mark Pincus, founder of the social gaming giant Zynga Inc. ( ZNGA ). Both of them are expected to garner $34.0 million and $36.3 million from the IPO.
Among the institutional investors, venture capitalist Accel Partners is selling the largest stake and is expected to gain approximately $1.77 billion. One of the biggest investors, DST Global Ltd and its affiliates (run by Russian millionaire Yuri Milner) is expected to gain $1.74 billion by selling a total of 45.7 million shares. Another prominent investor was Goldman Sachs ( GS ), whose 28.7 million shares are expected to fetch more than $1 billion.
However, the biggest gainer will be Mark Zuckerberg. The 28-year old founder is expected to sell 30.2 million shares for approximately $1.15 billion, retaining 503.6 million shares or 32% of Facebook's total shares (total stake valued at $19.1 billion @ $38 per share). Most importantly, Mr. Zuckerberg will continue to hold 56.0% of the voting rights, which means that he will continue to be the final decision making authority.
Facebook- Financials, Fundamentals and Valuation
Given its current valuation, Facebook is larger than a host of U.S. tech behemoths including Hewlett-Packard ( HPQ ), Dell Inc. ( DELL ) and Amazon Inc. ( AMZN ). Its IPO is the third largest globally, behind two Chinese banks, Agricultural Bank of China in 2010 ($133 billion) and Industrial and Commercial Bank of China in 2006 ($132 billion), according to financial data provider Dealogic.
According to Reuters, Facebook's $38 share price reflects 100 times historical earnings compared to Apple's ( AAPL ) 14 times and Google's ( GOOG ) 19 times, which many analysts consider lofty. This was primarily due to the not-so-impressive March quarter results.
In its May 9 amendment to the S1 filing, Facebook reported revenues of $1.06 billion, up 45.0% year over year in the three months ended March 31, 2012. However, operating income declined slightly to $381.0 million from $388.0 million reported in the year-ago quarter, primarily due to a significant increase in operating expenses (97% year-over-year). Facebook reported earnings of 9 cents, which declined slightly from 11 cents reported in the year-ago quarter.
The only concern clouding Facebook's outlook is regarding its revenue from mobile products, which the company stated that is not significant. Although Facebook reported 488 million monthly average users (MAU) for its mobile products as of March 31, the company expressed doubts regarding the success of its monetization efforts in the mobile segment.
This is primarily due to the fact that historically Facebook has been totally focused on the desktop segment. Hence its applications were cumbersome for mobile users and small windows of mobile phones. Also, Facebook has never really had any ad coverage on mobile platforms. In March this year, Facebook included sponsored stories in users' mobile for the first time in its history.
However, mobile is a different ballgame altogether. Unlike personal computers, mobile users navigate much faster over their devices and applications as they are mainly done on the move. Hence, mobile applications need to be smart, simple and fast. Ads along with these applications need to be much catchier and less time consuming than the ads aimed at desktops.
In its quarterly report, Facebook noted that higher usage of mobile devices boosted its daily active users (DAUs) much more rapidly than the number of ads delivered in the March quarter. Facebook reported 526 million daily active users (DAUs) on average in March 2012, an increase of 41% year over year. We believe that Facebook will take some time to generate significant ad revenue from mobile products.
The effectiveness of ads on Facebook is also under question since automobile maker General Motors ( GM ) announced its decision to drop paid ads. According to Reuters, General Motors said that Facebook ads were less effective compared to Google's AdSense.
Although Facebook instantly received a pat on the back from rival Ford ( F ) on the effectiveness of its ads over traditional media, we believe that the company will need to take some damage control measures to prevent further slide in its advertising client base. Facebook reported advertising revenue of $872.0 million, up 37% year over year in the March quarter.
Our Take
Facebook's IPO has generated a lot of expectations and hype. Over the last 18 months, the market has seen a number of social-media IPOs which include LinkedIn ( LNKD ), Groupon ( GRPN ), Pandora ( P ) and Zynga ( ZNGA ). But none of them were of such magnitude and popularity. We expect strong demand from retail investors to boost share prices in the opening session.
We believe that Facebook is well positioned to grow over the long term based on its large customer base and proven business model. The company enjoys a first mover advantage in the social networking market. Although advertising revenue has somewhat slowed down in recent months, we note that non-advertising revenues increased five fold in 2011.
This is the revenue Facebook earns from third party developers and through the sale of Facebook Credits (a form of virtual currency). As more and more third party developers flock to Facebook, we believe that non-advertising revenue will increase going forward.
However, increasing competition from established players such as Google as well as new entrants, uncertainty in the mobile segment and Mr. Zuckerberg's continuing dominance can limit upside going forward. Currently, Facebook has a Zacks #3 Rank, which implies a Neutral rating over the short term (1-3 months).
APPLE INC (AAPL): Free Stock Analysis Report
AMAZON.COM INC (AMZN): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
FORD MOTOR CO (F): Free Stock Analysis Report
GENERAL MOTORS (GM): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
GROUPON INC (GRPN): Free Stock Analysis Report
GOLDMAN SACHS (GS): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
LINKEDIN CORP-A (LNKD): Free Stock Analysis Report
MORGAN STANLEY (MS): Free Stock Analysis Report
PANDORA MEDIA (P): Free Stock Analysis Report
VISA INC-A (V): Free Stock Analysis Report
ZYNGA INC (ZNGA): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Facebook- Financials, Fundamentals and Valuation Given its current valuation, Facebook is larger than a host of U.S. tech behemoths including Hewlett-Packard ( HPQ ), Dell Inc. ( DELL ) and Amazon Inc. ( AMZN ). APPLE INC (AAPL): Free Stock Analysis Report AMAZON.COM INC (AMZN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FORD MOTOR CO (F): Free Stock Analysis Report GENERAL MOTORS (GM): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report GROUPON INC (GRPN): Free Stock Analysis Report GOLDMAN SACHS (GS): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LINKEDIN CORP-A (LNKD): Free Stock Analysis Report MORGAN STANLEY (MS): Free Stock Analysis Report PANDORA MEDIA (P): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report ZYNGA INC (ZNGA): Free Stock Analysis Report To read this article on Zacks.com click here. Formed within the walls of a Harvard dormitory in 2004, by Mark Zuckerberg and his college friends Dustin Moskovitz, Chris Hughes and Eduardo Saverin, the company has come a long way and now boasts of more than 900 million users.
|
APPLE INC (AAPL): Free Stock Analysis Report AMAZON.COM INC (AMZN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FORD MOTOR CO (F): Free Stock Analysis Report GENERAL MOTORS (GM): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report GROUPON INC (GRPN): Free Stock Analysis Report GOLDMAN SACHS (GS): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LINKEDIN CORP-A (LNKD): Free Stock Analysis Report MORGAN STANLEY (MS): Free Stock Analysis Report PANDORA MEDIA (P): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report ZYNGA INC (ZNGA): Free Stock Analysis Report To read this article on Zacks.com click here. Facebook- Financials, Fundamentals and Valuation Given its current valuation, Facebook is larger than a host of U.S. tech behemoths including Hewlett-Packard ( HPQ ), Dell Inc. ( DELL ) and Amazon Inc. ( AMZN ). The 28-year old founder is expected to sell 30.2 million shares for approximately $1.15 billion, retaining 503.6 million shares or 32% of Facebook's total shares (total stake valued at $19.1 billion @ $38 per share).
|
APPLE INC (AAPL): Free Stock Analysis Report AMAZON.COM INC (AMZN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FORD MOTOR CO (F): Free Stock Analysis Report GENERAL MOTORS (GM): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report GROUPON INC (GRPN): Free Stock Analysis Report GOLDMAN SACHS (GS): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LINKEDIN CORP-A (LNKD): Free Stock Analysis Report MORGAN STANLEY (MS): Free Stock Analysis Report PANDORA MEDIA (P): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report ZYNGA INC (ZNGA): Free Stock Analysis Report To read this article on Zacks.com click here. Facebook- Financials, Fundamentals and Valuation Given its current valuation, Facebook is larger than a host of U.S. tech behemoths including Hewlett-Packard ( HPQ ), Dell Inc. ( DELL ) and Amazon Inc. ( AMZN ). The 28-year old founder is expected to sell 30.2 million shares for approximately $1.15 billion, retaining 503.6 million shares or 32% of Facebook's total shares (total stake valued at $19.1 billion @ $38 per share).
|
Facebook- Financials, Fundamentals and Valuation Given its current valuation, Facebook is larger than a host of U.S. tech behemoths including Hewlett-Packard ( HPQ ), Dell Inc. ( DELL ) and Amazon Inc. ( AMZN ). APPLE INC (AAPL): Free Stock Analysis Report AMAZON.COM INC (AMZN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report FORD MOTOR CO (F): Free Stock Analysis Report GENERAL MOTORS (GM): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report GROUPON INC (GRPN): Free Stock Analysis Report GOLDMAN SACHS (GS): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LINKEDIN CORP-A (LNKD): Free Stock Analysis Report MORGAN STANLEY (MS): Free Stock Analysis Report PANDORA MEDIA (P): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report ZYNGA INC (ZNGA): Free Stock Analysis Report To read this article on Zacks.com click here. At the time of IPO filing, Facebook's price band was $28 to $35 per share.
|
c7d8c5bf-cda7-4eca-8a8e-e429940f5c58
|
726758.0
|
2012-05-17 00:00:00 UTC
|
Puts show negative sentiment in Dell
|
DELL
|
https://www.nasdaq.com/articles/puts-show-negative-sentiment-dell-2012-05-17
|
nan
|
nan
|
Dell has been bleeding lower for months, and traders remain negative.
optionMONSTER's tracking systems detected the purchase of 10,000 June 15 puts for $0.50 and the sale of an equal number of June 14 puts for $0.23, resulting in a cost of $0.27. Volume was below open interest in the 15s but not the 14s, so there are two possible interpretations of the activity.
One is that both legs were opening new positions. In that case, this would be a bearish put spread that would earn a maximum profit of 270 percent if DELL closes at or below $14 on expiration.
The second possibility is that the investor had previously sold the June 15 puts, looking for the computer maker to hold its ground. But now the trader thinks that it might push down through $15, so he or she rolled the position lower to avoid being assigned shares at that level. (See our Education section for more on put selling .)
DELL declined 2.12 percent yesterday to close at $15.02. The PC maker began the year with a rally but issued a weak earnings report on Feb. 21 after hard-drive shortages slowed computer production. The shares have lost 17 percent of their value since that news came out.
The company's next quarterly report is scheduled for after the bell next Tuesday, May 22.
Overall option volume in the name was nearly quadruple the daily average, with puts accounting for more than three-quarters of the activity.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Copyright © 2010 OptionMonster® Holdings, Inc. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In that case, this would be a bearish put spread that would earn a maximum profit of 270 percent if DELL closes at or below $14 on expiration. Dell has been bleeding lower for months, and traders remain negative. DELL declined 2.12 percent yesterday to close at $15.02.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell has been bleeding lower for months, and traders remain negative. In that case, this would be a bearish put spread that would earn a maximum profit of 270 percent if DELL closes at or below $14 on expiration.
|
In that case, this would be a bearish put spread that would earn a maximum profit of 270 percent if DELL closes at or below $14 on expiration. Dell has been bleeding lower for months, and traders remain negative. DELL declined 2.12 percent yesterday to close at $15.02.
|
Dell has been bleeding lower for months, and traders remain negative. In that case, this would be a bearish put spread that would earn a maximum profit of 270 percent if DELL closes at or below $14 on expiration. DELL declined 2.12 percent yesterday to close at $15.02.
|
9feae4ef-91e7-4626-814c-a11086851088
|
726759.0
|
2012-05-14 00:00:00 UTC
|
The Zacks Analyst Blog Highlights: EMC, NetApp, Hewlett-Packard, IBM and Dell - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-emc-netapp-hewlett-packard-ibm-and-dell-press-releases
|
nan
|
nan
|
For Immediate Release
Chicago, IL - May 14, 2012 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include EMC ( EMC ), NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM ( IBM ) and Dell ( DELL ).
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513
Here are highlights from Friday's Analyst Blog:
EMC Set to Buy XtremIO
Confirming earlier rumors, EMC Corp. ( EMC ) recently announced the acquisition of Israeli flash storage company XtremIO. Israeli business news web site Globes says that EMC is paying approximately $430.0 million. However, the company refused to confirm the payout, saying that the all-in-cash transaction would not have any material impact on its fiscal 2012 results.
Founded in 2009, XtremIO has operations in San Jose, California. The company received funding from a number of venture capitalists including Jerusalem Venture Partner, Giza Venture Capital, Battery Ventures and Lightspeed Ventures. Although the company is yet to record any storage revenue, its unique products have garnered significant attention in the flash storage market in recent times.
As the data explosion continues with higher adoption of cloud computing and big data, flash storage has been touted as the best solution to take care of the demand for higher speed and performance at the same cost as disk arrays. XtremIO specializes in developing all-Flash storage arrays, a much sought-after technology for traditional storage companies such as EMC and NetApp.
XtremIO's flash storage arrays, instead of focusing on improving cache performance, acts as primary storage for applications requiring high speed, such as cloud computing and virtualization. This decreases fetching time, thereby increasing speed. Further, XtremIO's flash arrays are built on low-cost MLC flash technology, which will make it more cost effective in our view.
EMC has a dominant position in the flash drive market, shipping approximately 24 petabytes (PB) of flash drive to customers in 2011. The acquisition is expected to boost EMC's flash based storage product portfolio going forward. We believe that the acquisition will expand EMC's customer base and market share, due to the higher demand from enterprises going forward.
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). However, we also believe that the low-cost flash array products can cannibalize sales of EMC's VNX disk array product over the long term.
Thus, we remain Neutral over the long term (6-12 months). Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term.
Want more from Zacks Equity Research? Subscribe to the free Profit from the Pros newsletter: http://at.zacks.com/?id=5515 .
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today: http://at.zacks.com/?id=5517
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leon Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=5518 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Stocks recently featured in the blog include EMC ( EMC ), NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM ( IBM ) and Dell ( DELL ). Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). 9339 support@zacks.com http://www.zacks.com DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Stocks recently featured in the blog include EMC ( EMC ), NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM ( IBM ) and Dell ( DELL ). 9339 support@zacks.com http://www.zacks.com DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ).
|
9339 support@zacks.com http://www.zacks.com DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks recently featured in the blog include EMC ( EMC ), NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM ( IBM ) and Dell ( DELL ). Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ).
|
Stocks recently featured in the blog include EMC ( EMC ), NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM ( IBM ) and Dell ( DELL ). Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). 9339 support@zacks.com http://www.zacks.com DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
782a90f9-add4-4b94-945e-4ba2781667d8
|
726760.0
|
2012-05-11 00:00:00 UTC
|
EMC Set to Buy XtremIO - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/emc-set-to-buy-xtremio-analyst-blog-2012-05-11
|
nan
|
nan
|
Confirming earlier rumors, EMC Corp. ( EMC ) recently announced the acquisition of Israeli flash storage company XtremIO. Israeli business news web site Globes says that EMC is paying approximately $430.0 million. However, the company refused to confirm the payout, saying that the all-in-cash transaction would not have any material impact on its fiscal 2012 results.
Founded in 2009, XtremIO has operations in San Jose, California. The company received funding from a number of venture capitalists including Jerusalem Venture Partner, Giza Venture Capital, Battery Ventures and Lightspeed Ventures. Although the company is yet to record any storage revenue, its unique products have garnered significant attention in the flash storage market in recent times.
As the data explosion continues with higher adoption of cloud computing and big data, flash storage has been touted as the best solution to take care of the demand for higher speed and performance at the same cost as disk arrays. XtremIO specializes in developing all-Flash storage arrays, a much sought-after technology for traditional storage companies such as EMC and NetApp.
XtremIO's flash storage arrays, instead of focusing on improving cache performance, acts as primary storage for applications requiring high speed, such as cloud computing and virtualization. This decreases fetching time, thereby increasing speed. Further, XtremIO's flash arrays are built on low-cost MLC flash technology, which will make it more cost effective in our view.
EMC has a dominant position in the flash drive market, shipping approximately 24 petabytes (PB) of flash drive to customers in 2011. The acquisition is expected to boost EMC's flash based storage product portfolio going forward. We believe that the acquisition will expand EMC's customer base and market share, due to the higher demand from enterprises going forward.
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). However, we also believe that the low-cost flash array products can cannibalize sales of EMC's VNX disk array product over the long term.
Thus, we remain Neutral over the long term (6-12 months). Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Israeli business news web site Globes says that EMC is paying approximately $430.0 million.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Confirming earlier rumors, EMC Corp. ( EMC ) recently announced the acquisition of Israeli flash storage company XtremIO.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). Confirming earlier rumors, EMC Corp. ( EMC ) recently announced the acquisition of Israeli flash storage company XtremIO.
|
Moreover, we believe that the acquisition will provide EMC a significant competitive edge in the storage market where it faces significant competition from NetApp ( NTAP ), Hewlett-Packard ( HPQ ), IBM Corp. ( IBM ), Hitachi and Dell Inc. ( DELL ). DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Confirming earlier rumors, EMC Corp. ( EMC ) recently announced the acquisition of Israeli flash storage company XtremIO.
|
e0e7e801-2468-4089-9b5e-a4291c2ec6d2
|
726761.0
|
2012-05-10 00:00:00 UTC
|
Zacks Earnings Trends Highlights: Apple, Dell, Cisco, Wal-Mart and Target - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/zacks-earnings-trends-highlights%3A-apple-dell-cisco-wal-mart-and-target-press-releases-2012
|
nan
|
nan
|
Chicago, IL - May 10, 2012 - Zacks Director of Research Sheraz Mian explains how first quarter earnings season is an improvement on fourth quarter earnings.
1 st Quarter Better Than 4 th Quarter
The first quarter 2012 earnings season has turned out to be way better relative to pre-season expectations. And with the bulk of the results now known, this reporting season has also proven to be better than the fourth quarter of 2011. Most of us suspected in the run up to the earnings season that the odds of disappointing results were lower, given the extremely low expectations. But hardly anyone of us could foretell how good the earnings season has turned out to be, particularly at this late stage of the earnings cycle.
Total earnings for the 88% of S&P 500 companies that have already reported are up 7.4% from the same period last year. Approximately 65% of the companies are coming ahead of expectations, with the median surprise at a very good 3.5%. At this stage in the previous quarter (4Q-11), total earnings for the same companies were up 6.6%. Approximately 62% of these companies beat expectations in the fourth quarter, with a median surprise of 2.3%.
Most of the earnings growth is coming from top-line gains, with margins essentially flat from the year-earlier level. Revenues for the companies that have already reported are up 4.7% year over year, though only 38.7% have come out with positive revenue surprises, with a median surprise of 0.9%.
As the Earnings Scorecard table below shows, the Tech and Finance sectors have been major growth drivers, though overall growth is fairly well dispersed with half of the sixteen Zacks sectors showing double-digit earnings growth.
Blowout results from Apple ( AAPL ) no doubt play a major role in the Tech sector's strong performance. Excluding Apple's results, the sector's earnings growth drops to only 3.4% from the very impressive 21.8%. Earnings growth for the 88% of companies that have already reported drop to 4.9% from 7.4%, once Apple's results are excluded.
Expectations Remain Low
Estimates have started going up a little in recent days, though they still remain quite low relative to what we have seen thus far this season.
Most of the remaining companies still to report results are in the retail sector, though we do have a number notable tech companies such as Dell ( DELL ) and Cisco ( CSCO ) coming out with results as well. Many important retail players such as Wal-Mart ( WMT ) and Target ( TGT ) still have to report results. In total, these 59 S&P 500 companies are expected to show an earnings drop of 1.9% from the year-earlier level. A major contributor to the negative growth expectation is Dell, which is expected to see earnings decline from the year-earlier level.
The first quarter is expected to be the low point in terms of earnings growth this year, with a meaningful ramp-up apparent in current growth expectations for the second quarter and the rest of the year.
Want stock picks from Zacks Equity Research that are based on earnings estimates? Subscribe to the free "Profit from the Pros" newsletter: http://at.zacks.com/?id=7160
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today: http://at.zacks.com/?id=5186
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Len Zacks. The company continually processes stock reports issued by 3,000 analysts from 150 brokerage firms. It monitors more than 200,000 earnings estimates, looking for changes.
Then, when changes are discovered, they're applied to help assign more than 4,400 stocks into five Zacks Rank categories: #1 Strong Buy, #2 Buy, #3 Hold, #4 Sell, and #5 Strong Sell. This proprietary stock-picking system continues to outperform the market by a nearly 3-to-1 margin.
The best way to unlock profitable Zacks' stock recommendations and market insights is through the free daily email newsletter: "Profit from the Pros." It provides a steady flow of profitable ideas GUARANTEED to be worth your time. Register for your free subscription at http://at.zacks.com/?id=5187
Follow us on Twitter: http://twitter.com/ZacksResearch
Join us on Facebook: http://www.facebook.com/ZacksInvestmentResearch
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Contact: Sheraz Mian, Director of Research
Company: Zacks.com
Phone: 312-265-9211
Email: pr@zacks.com
Visit: www.zacks.com
APPLE INC (AAPL): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
TARGET CORP (TGT): Free Stock Analysis Report
WAL-MART STORES (WMT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Most of the remaining companies still to report results are in the retail sector, though we do have a number notable tech companies such as Dell ( DELL ) and Cisco ( CSCO ) coming out with results as well. A major contributor to the negative growth expectation is Dell, which is expected to see earnings decline from the year-earlier level. Contact: Sheraz Mian, Director of Research Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.zacks.com APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Contact: Sheraz Mian, Director of Research Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.zacks.com APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Most of the remaining companies still to report results are in the retail sector, though we do have a number notable tech companies such as Dell ( DELL ) and Cisco ( CSCO ) coming out with results as well. A major contributor to the negative growth expectation is Dell, which is expected to see earnings decline from the year-earlier level.
|
Contact: Sheraz Mian, Director of Research Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.zacks.com APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Most of the remaining companies still to report results are in the retail sector, though we do have a number notable tech companies such as Dell ( DELL ) and Cisco ( CSCO ) coming out with results as well. A major contributor to the negative growth expectation is Dell, which is expected to see earnings decline from the year-earlier level.
|
Most of the remaining companies still to report results are in the retail sector, though we do have a number notable tech companies such as Dell ( DELL ) and Cisco ( CSCO ) coming out with results as well. A major contributor to the negative growth expectation is Dell, which is expected to see earnings decline from the year-earlier level. Contact: Sheraz Mian, Director of Research Company: Zacks.com Phone: 312-265-9211 Email: pr@zacks.com Visit: www.zacks.com APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
eeebf748-741c-4c5f-ab07-41cdffab84fc
|
726762.0
|
2012-04-26 00:00:00 UTC
|
Stock Market News for April 26, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-april-26-2012-market-news-2012-04-26
|
nan
|
nan
|
Strong earnings result from tech-bellwether Apple powered the Nasdaq to its best performance this year, while fellow benchmarks also enjoyed gains riding on the bullish sentiment. The markets' rally was further spurred on by the Federal Reserve Chairman's comments that the central bank "would not hesitate" to bolster the economy if needed.
The Dow Jones Industrial Average (DJI) gained 0.7% and settled at 13,090.72. The Standard & Poor 500 (S&P 500) jumped 1.4% to close yesterday's trading session at 1,390.69. The Nasdaq Composite Index soared 2.3% to end substantially higher at 3,029.63. With investors receiving strength from positive corporate results and optimistic comments from the central bank, the fear-gauge CBOE Volatility Index (VIX) declined 7.1% to settle at 16.82. Consolidated volumes on the New York Stock Exchange, the Nasdaq, and the American Stock Exchange were 6.8 billion shares, marginally ahead of this year's daily average of 6.77 billion. Advancers had a better run over the declining stocks on the NYSE; as for every stock that declined, more than three stocks ended higher.
The earnings season has enjoyed fair weather till now and a number of key companies have come out with positive figures. Thomson Reuters data suggest that three-fourths of the 200 S&P 500 companies, reporting so far, have surpassed the Street's estimates. The latest addition to the list is tech-bellwether Apple Inc. (NASDAQ: AAPL ). Earnings soared 92.2% year-on-year, while revenues jumped 59.0% year over year, beating the Street's estimates by a wide margin. Apple moved $49.72 or 8.9% higher to close at $610.00 a share.
Further, according to data from Thomson Reuters, estimated earnings growth of companies in the S&P 500 shot up to 6.9% from 4.6% following Apple's results. Apple also helped the Nasdaq chalk up strong gains and post its best daily results for the year. The company's robust figures were primarily due to strong demand for the iPhone 4S and the new iPad.
Subsequently, the technology sector had a great run and the Technology Select Sector SPDR ( XLK ) jumped 2.8%. Stocks including International Business Machines Corporation (NYSE: IBM ), Google Inc. (NASDAQ: GOOG ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), Hewlett-Packard Company (NYSE: HPQ ) and EMC Corporation (NYSE: EMC ) gained 1.8%, 1.4%, 2.0%, 1.5%, 1.6% and 2.4%, respectively.
The benchmarks' rally was also spurred by comments from central bank chairman Ben Bernanke. Investors chose to focus on the positives and their positive mood was clearly reflected by the benchmarks. After a meeting with Federal Open Market Committee in Washington, Ben Bernanke commented: "We remain prepared to do more as needed to make sure that this recovery continues and that inflation stays close to target". Investors grew hopeful about the third-round of bond purchase plan and Bernanke fuelled the optimism as he said: "Those tools remain very much on the table and we will not hesitate to use them should the economy require that additional support".
Bernanke added that the economy is expanding modestly but there a few factors out to be concerned about. He stated the housing sector "remains depressed". Speaking on the labor market he said: "Labour market conditions have improved further; the unemployment rate has declined notably in recent months but remains elevated". The labor market is of utmost importance and the central bank will look at it closely to decide on policy measures. "If unemployment looks like it's no longer making progress, that will be an important consideration in thinking about policy options," the Fed chairman added.
While these positives dominated the mood, the U.S. Census Bureau reported new orders for manufactured durable goods to have dropped 4.2% to $202.6 billion in March, following a 1.9% increase in February. The decline is far wider than consensus estimates of a 1.5% decline.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Stocks including International Business Machines Corporation (NYSE: IBM ), Google Inc. (NASDAQ: GOOG ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), Hewlett-Packard Company (NYSE: HPQ ) and EMC Corporation (NYSE: EMC ) gained 1.8%, 1.4%, 2.0%, 1.5%, 1.6% and 2.4%, respectively. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here. With investors receiving strength from positive corporate results and optimistic comments from the central bank, the fear-gauge CBOE Volatility Index (VIX) declined 7.1% to settle at 16.82.
|
Stocks including International Business Machines Corporation (NYSE: IBM ), Google Inc. (NASDAQ: GOOG ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), Hewlett-Packard Company (NYSE: HPQ ) and EMC Corporation (NYSE: EMC ) gained 1.8%, 1.4%, 2.0%, 1.5%, 1.6% and 2.4%, respectively. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, the Nasdaq, and the American Stock Exchange were 6.8 billion shares, marginally ahead of this year's daily average of 6.77 billion.
|
Stocks including International Business Machines Corporation (NYSE: IBM ), Google Inc. (NASDAQ: GOOG ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), Hewlett-Packard Company (NYSE: HPQ ) and EMC Corporation (NYSE: EMC ) gained 1.8%, 1.4%, 2.0%, 1.5%, 1.6% and 2.4%, respectively. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here. Advancers had a better run over the declining stocks on the NYSE; as for every stock that declined, more than three stocks ended higher.
|
Stocks including International Business Machines Corporation (NYSE: IBM ), Google Inc. (NASDAQ: GOOG ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), Hewlett-Packard Company (NYSE: HPQ ) and EMC Corporation (NYSE: EMC ) gained 1.8%, 1.4%, 2.0%, 1.5%, 1.6% and 2.4%, respectively. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report To read this article on Zacks.com click here. The markets' rally was further spurred on by the Federal Reserve Chairman's comments that the central bank "would not hesitate" to bolster the economy if needed.
|
ed26ea44-7549-4c7b-8476-6a5a82654a57
|
726763.0
|
2012-04-23 00:00:00 UTC
|
H-P Provides IT for Dept of Defense - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-provides-it-for-dept-of-defense-analyst-blog-2012-04-23
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with Defense Information Systems Agency (DISA) for a period of 7 years. The agency is a unit of the U.S. Department of Defense (DoD) and is responsible for providing the required IT and communications support to various federal offices such as President, Vice President and Secretary of Defense.
The deal was awarded under the agency's Encore II contract and carries a value of $39.8 million. Per the contract terms, H-P will act as the prime contractor in the development of a program for DISA to help it detect and restrict any system error while ensuring secured exchange of data among the various governmental agencies.
Moreover, H-P will implement its Assured Compliance Assessment Solution across the DoD's IT ecosystem to facilitate deployment of various software applications after passing the agency's formatted compliance levels.
In March, technology solutions provider Sabre Holdings opted for H-P's enterprise services for 6 years to ensure a scalable and efficient technology infrastructure. Also, the U.S. Department of Veterans Affairs extended a service deal with H-P retaining the company as the prime contractor for its Compensation and Pension Record Interchange support program. The tech giant also clinched a 5-year service deal with the Royal Automobile Club of Cataluña for an undisclosed sum.
Despite consistent wins, H-P delivered marginal 1.0% year-over-year growth in its Services revenue in the first quarter of 2012. Within the segment, Technology Services revenue increased 2%, Application and Business Services revenue was flat and IT Outsourcing revenue recorded growth of 2% year over year.
As a matter of fact, H-P's services have not seen much growth in the past few quarters. This could be because of the fact that a large number of deals come from the government vertical. Since government contracts usually go to the most competitive bidder, they generally take time to get approved and also don't come at attractive prices. Another problem with Fed deals are the constrained budgets due to uncertain macro environments.
We are concerned about last quarter's results, which were lackluster compared with the year-ago period. But we are looking forward to the implementation of Meg Whitman's strategies and are encouraged about H-P's shift in focus to the higher-margin cloud computing arena. This will be beneficial to H-P since it is not making desired profits from its legacy PC business. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market.
Currently, H-P has a Zacks #3, implying a short-term Hold recommendation.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Per the contract terms, H-P will act as the prime contractor in the development of a program for DISA to help it detect and restrict any system error while ensuring secured exchange of data among the various governmental agencies.
|
APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with Defense Information Systems Agency (DISA) for a period of 7 years.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with Defense Information Systems Agency (DISA) for a period of 7 years.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with Defense Information Systems Agency (DISA) for a period of 7 years.
|
37d62339-73dc-4c1c-bbd2-653ebcc389b9
|
726764.0
|
2012-04-19 00:00:00 UTC
|
EMC Reports Mixed 1Q - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/emc-reports-mixed-1q-analyst-blog-2012-04-19
|
nan
|
nan
|
EMC Corp. ( EMC ) reported first quarter 2012 earnings of 31 cents (including stock based compensation), up 29.2% year over year and ahead of the Zacks Consensus Estimate by a couple of cents. The better-than-expected results were driven by robust top-line growth during the quarter, arising from the strong demand for EMC products globally.
Revenue
Revenue increased 10.6% year over year to $5.09 billion in the reported quarter. This growth was primarily attributed to continued strong demand for EMC's storage, data protection, virtualization and security products and services during the quarter. However, revenue fell slightly short of the Zacks Consensus Estimate of $5.11 billion.
Segment wise, product sales jumped 4.7% year over year to $3.07 billion. Services benefited from strong demand and surged 20.8% year over year to $2.03 billion in the reported quarter.
EMC Information Storage business revenues jumped 7.3% year over year to $3.69 billion. The company's mid-tier storage product portfolio witnessed solid revenue growth of 26.0% in the quarter. Isilon scale-out NAS, VNX unified storage family, Backup Recovery Systems portfolio ( BRS ) and Greenplum portfolio achieved strong year-over-year revenue growth in the quarter.
Revenue from Information Intelligence segment dipped 3.7% year over year to $145.6 million. RSA information security business shot up 18.5% year over year in the reported quarter. EMC information infrastructure revenue increased 7.3% year over year in the quarter. VMware Inc. ( VMW ), in which EMC holds a majority stake, posted an impressive revenue growth of 25.0% on a year-over-year basis to reach $1.05 billion in the reported quarter.
On a geographical basis, domestic revenues climbed 11.0% year over year to $2.6 billion and contributed 52.0% to the quarter's revenue. Revenue from the company's international operations escalated 10.0% year over year to $2.5 billion and accounted for the remaining 48.0% of revenues.
Revenues increased 6.0% year over year in the Europe, Middle East and Africa (EMEA) region. Revenue in both Asia Pacific & Japan, and Latin America increased 20.0% on a year-over-year basis.
Operational Performance
Gross profit (including stock-based compensation but excluding restructuring and acquisition related charges, and intangible asset amortization) stood at $3.18 billion, up 16.1% year over year. Gross margin expanded 290 basis points (bps) to 62.3%, primarily driven by strong revenue growth.
Operating profit (including stock-based compensation but excluding restructuring charges and intangible asset amortization) was $979.4 million, up 25.3% year over year. Operating margin increased 220 bps to 19.2%, based on robust gross margin expansion.
Net income (including stock-based compensation but excluding restructuring charges and intangible asset amortization) in the first quarter was $673.3 million, up 22.6% year over year.
Balance Sheet
As of December 31, 2011, cash and cash equivalents including short-term investments were $6.34 billion compared with $6.32 billion at the end of December 31, 2011. EMC generated $1.69 billion in cash flow from operations in the first quarter compared with $2.18 billion in the prior quarter.
2012 Guidance
EMC expects revenues of approximately $22.0 billion for fiscal 2012 (in line with the Zacks Consensus Estimate). Non-GAAP operating income is expected to grow 24.0% (prior guidance 17.0%) for fiscal 2012. Non-GAAP net income is expected to be approximately $3.8 billion (prior guidance $3.7 billion) for the full year. EMC expects earnings to exceed $1.70 for fiscal 2012, excluding 29 cents related to stock-based compensation.
The current Zacks Consensus earnings estimate is pegged at $1.43 per share for fiscal 2012 (includes stock based compensation), which is slightly higher than management's current outlook (including 29 cents in stock-based compensation; the company's guidance translates to an earnings of $1.41 for fiscal 2012). EMC also expects to repurchase shares worth $700.0 million in fiscal 2012, which will boost earnings growth going forward.
Our Recommendation
According to market research firm Gartner, IT spending over the 2010-2015 period will be highest on computing hardware, of which data storage forms a major part. As enterprises continue to adopt cloud computing technologies, data center hardware spending is also expected to increase going forward.
Data center hardware spending includes servers, storage and enterprise data center networking equipment. Data center hardware spending is further forecasted to surpass $126.2 billion by 2015.
We believe that EMC is well positioned to benefit from this incremental spending going forward. Higher spending on high-end products (average selling price $250,000 and above) will also boost EMC's market share going forward. We believe that EMC's vast product portfolio, which has products suitable for any kind of budget, will boost its market share going forward.
We also believe that the increasing adoption of cloud computing technology will significantly drive the demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward. Further, EMC's leading position in the emerging economies of the Asia-Pacific and Africa will boost its profitability, as higher revenues from these markets will offset a sluggish growth in the Americas and Western Europe going forward.
However, we believe that supply chain problems, particularly the unavailability of hard disks due to the devastating floods in Thailand, will remain a concern for EMC in the near term. Moreover, increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ), Hitachi Data Systems, Dell Inc. ( DELL ) and a sluggish IT spending outlook for the next two years will keep the stock range bound in our view.
Thus, we remain Neutral over the long term (6-12 months). Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term.
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INTL BUS MACH ( IBM ): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
VMWARE INC-A (VMW): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ), Hitachi Data Systems, Dell Inc. ( DELL ) and a sluggish IT spending outlook for the next two years will keep the stock range bound in our view. DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. This growth was primarily attributed to continued strong demand for EMC's storage, data protection, virtualization and security products and services during the quarter.
|
Moreover, increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ), Hitachi Data Systems, Dell Inc. ( DELL ) and a sluggish IT spending outlook for the next two years will keep the stock range bound in our view. DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. The current Zacks Consensus earnings estimate is pegged at $1.43 per share for fiscal 2012 (includes stock based compensation), which is slightly higher than management's current outlook (including 29 cents in stock-based compensation; the company's guidance translates to an earnings of $1.41 for fiscal 2012).
|
DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ), Hitachi Data Systems, Dell Inc. ( DELL ) and a sluggish IT spending outlook for the next two years will keep the stock range bound in our view. EMC Corp. ( EMC ) reported first quarter 2012 earnings of 31 cents (including stock based compensation), up 29.2% year over year and ahead of the Zacks Consensus Estimate by a couple of cents.
|
Moreover, increasing competition from companies such as International Business Machines Corp. ( IBM ), Hewlett Packard Co. ( HPQ ), NetApp Inc. ( NTAP ), Hitachi Data Systems, Dell Inc. ( DELL ) and a sluggish IT spending outlook for the next two years will keep the stock range bound in our view. DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. Revenue Revenue increased 10.6% year over year to $5.09 billion in the reported quarter.
|
0aac8e43-c85c-4336-8838-5155e4baf81e
|
726765.0
|
2012-04-18 00:00:00 UTC
|
Earnings Preview: EMC Corp. - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/earnings-preview%3A-emc-corp.-analyst-blog-2012-04-18
|
nan
|
nan
|
EMC Corp ( EMC ) is set to release its fiscal first quarter 2012 results before the opening bell on April 19, 2012. In the run up to the earnings results, no substantial movement in analysts' estimates for the quarter was noticed.
Prior Quarter Recap
EMC reported fourth quarter 2011 earnings per share ( EPS ) of 42 cents, up 16.1% year over year and ahead of the Zacks Consensus Estimate by a couple of cents. The better-than-expected results were driven by robust growth in the top line during the quarter, arising from the strong demand for EMC products globally.
Revenues increased 14.0% year over year to $5.57 billion in the fourth quarter, surpassing the Zacks Consensus Estimate of $5.49 billion. This growth was primarily attributed to continued strong demand for EMC's storage, data protection, virtualization and security products and services in the quarter.
For further details please read: EMC Beats on Strong Revenues
Fiscal 2012 Expectations
EMC expects revenues of approximately $22.0 billion for fiscal 2012 (in line with the Zacks Consensus Estimate). Non-GAAP operating income is expected to grow 17.0% for fiscal 2012. Non-GAAP net income is expected to be approximately $3.7 billion for the full year. EMC projects EPS of $1.70 for fiscal 2012, excluding 30 cents related to stock-based compensation.
The current Zacks Consensus Estimate is pegged at $1.43 per share for fiscal 2012 (includes stock based compensation), which is slightly higher than management's outlook (including 30 cents in stock-based compensation; the company's guidance translates to an EPS of $1.40 for fiscal 2012). EMC also expects to repurchase shares worth $700.0 million in fiscal 2012, which will boost EPS growth going forward.
Estimate Revision Trend
In the last thirty days, only one out of the 7 analysts covering the stock raised estimates for the current quarter, while none moved in the opposite direction. The Zacks Consensus Estimate for the quarter's EPS increased by a penny to 29 cents per share.
Likewise, for fiscal 2012, one upward revision was noticed from the 8 analysts covering the stock. Despite the positive revision, the Zacks Consensus Estimate for fiscal 2012 has remained static at $1.43 per share over the last thirty days.
Analysts expect EMC to beat expectations aided by the new storage contracts as the company holds a dominating position in this segment. Moreover, increasing adoption of cloud computing technology and expansions in the 'Big Data' segment will boost demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward.
Our Take
We note that EMC has performed consistently during the last 4 quarters with its average earnings surprise being 2.94%. For the to-be-reported quarter, we expect the company to beat the Zacks Consensus by the same magnitude.
We believe that EMC's vast product portfolio, which has products suitable for any kind of budget, will boost its market share going forward. Moreover, with strong balance sheet and incremental revenues, the company's strategic acquisitions will have a positive impact in the long run.
Besides, the increasing adoption of cloud computing technology will significantly drive the demand for EMC's virtual infrastructure products, which in turn is expected to be accretive to top-line growth going forward. Further, EMC's leading position in the emerging economies of the Asia-Pacific and Africa will boost its profitability, as higher revenues from these markets will offset a sluggish growth in the Americas and Western Europe going forward.
However, increasing competition from companies such as IBM Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. (NTAP) and Dell Inc. (DELL) remains a headwind going forward.
We have a Neutral recommendation on EMC Corp over the long term (for the next 6 to 12 months). Currently, EMC Corp has a Zacks #1 Rank, which implies a 'Strong Buy' rating on short-term basis.
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INTL BUS MACH ( IBM ): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, increasing competition from companies such as IBM Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. (NTAP) and Dell Inc. (DELL) remains a headwind going forward. DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, increasing adoption of cloud computing technology and expansions in the 'Big Data' segment will boost demand for EMC's virtual infrastructure products, which in turn is expected to drive top-line growth going forward.
|
DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. However, increasing competition from companies such as IBM Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. (NTAP) and Dell Inc. (DELL) remains a headwind going forward. For further details please read: EMC Beats on Strong Revenues Fiscal 2012 Expectations EMC expects revenues of approximately $22.0 billion for fiscal 2012 (in line with the Zacks Consensus Estimate).
|
DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. However, increasing competition from companies such as IBM Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. (NTAP) and Dell Inc. (DELL) remains a headwind going forward. Prior Quarter Recap EMC reported fourth quarter 2011 earnings per share ( EPS ) of 42 cents, up 16.1% year over year and ahead of the Zacks Consensus Estimate by a couple of cents.
|
However, increasing competition from companies such as IBM Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. (NTAP) and Dell Inc. (DELL) remains a headwind going forward. DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTL BUS MACH ( IBM ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. In the run up to the earnings results, no substantial movement in analysts' estimates for the quarter was noticed.
|
71c777e2-574b-4a5a-ab2c-0d0421075708
|
726766.0
|
2012-04-18 00:00:00 UTC
|
Investors Shrug Off Intel's Q1 Beat - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/investors-shrug-intels-q1-beat-analyst-blog-2012-04-18
|
nan
|
nan
|
Intel Corp ( INTC ) reported first quarter earnings of 54 cents per share that beat the Zacks Consensus Estimate by 4 cents. The 8% surprise was below the 12%+ average in the four preceding quarters. Therefore, investors were not impressed, sending shares down 3.13% in after-hours trading.
The quarter's performance was largely driven by better-than-expected revenue (due to less-than-expected impact from HDD shortages).
Revenue
Intel's reported revenue was $12.9 billion, slightly better than management's guidance range of $$12.8 billion (+/-$500 million). This was down 7.1% sequentiallyand flat year over year. As indicated by the HDD suppliers Western Digital ( WDC ) and Seagate ( STX ), as well as PC companies Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), the floods in Thailand impacted PC demand, which led to the below-seasonal performance.
Distributors reduced inventories even as Intel grew internal inventories. However, this may not be a negative given that the company is ramping production for Ivy Bridge.
Intel's longer-term strategy is playing out, with data center and enterprise continuing to show additional opportunity in both mature and emerging markets and PC consumption in the BRIC countries continuing to grow strongly (up double-digits from last year). Long-cycle wins in the embedded segment are adding to the core business.
Revenue by Segment
The PC Client segment generated 65% of revenue in the last quarter, down 6.6% sequentially and 2.0% year over year. Overall, enterprise remained the driver of growth, while consumer remained soft. Intel highlighted the strength in emerging markets, especially the BRIC countries. Low penetration and a growing per capita income are increasing the popularity of computing devices in these regions.
Data Center was the second largest group with a 19% revenue share. Segment revenue was down 9.7% sequentially and 0.4% year over year. This segment has witnessed very strong year-over-year growth in the last few quarters.
The lull in the last quarter was because of customers deferring orders in the first part of the quarter in anticipation of Romley (Sandy Bridge for servers), where production volumes have already doubled Nehalem (at the same point in the cycle). The secular growth drivers here are increasing Internet usage by consumers all over the world, and the ongoing move towards virtualization and cloud computing. Intel has been seeing a strengthening of the storage and networking areas and the company currently continues to expect these products to gather momentum.
The Other Intel Architecture segment generated around 8% of Intel's revenue in the last quarter, declining 2.2% sequentially and 6.4% from last year.
The Software and Services revenue went from $24 million in the March 2011 quarter and $571 million in the last quarter. The increase from the year-ago quarter was mainly due to the addition of McAfee in corporate results in the second quarter of 2011 and Intel stated that McAfee had its strongest first quarter in terms of bookings. In addition to discrete sales, Intel is taking an integrated approach to McAfee's storage solutions, with the intention of further differentiating its products.
The Other segment generated 3% of revenue, down 20.2% sequentially and 4.6% from the year-ago quarter.
Revenue by Geography
The Asia/Pacific market remained the largest in the last quarter with a 57% contribution. While revenues were down 8.1% sequentially, they were up 1.5% from a year ago. The Americas was the second largest region, with a 20% contribution, down 3.9% sequentially and 6.0% year over year. Europe came in third with a 14% revenue share, representing a sequential decline of 8.0% and an increase of 8.1% from the first quarter of 2011. Japan stayed at number four, with a 9% contribution, representing sequential and year-over-year declines of 5.6% and 1.5%.
Margins
The pro forma gross margin for the quarter was 65.1%, down 35 basis points (bps) sequentially and up 267 bps year over year, better than guidance of 64% at the mid-point. The gross margin continued to benefit from a positive mix related to higher enterprise and data center business and dwindling consumer sales in mature markets. However, costs related to the 22nm production for Ivy Bridge will hit in the next quarter.
Intel currently expects these costs to peak in the second quarter and then come down in the second half of the year. Therefore, gross margins may be expected to follow the same pattern. The enterprise business and growth in data centers will be additional positives, this will continue to be offset by strength in emerging markets.
Operating expenses of $4.4 billion were up 2.2% from the fourth quarter. The operating margin was 31.2%, down 341 bps sequentially and 249 bps year over year. Both R&D and SG&A increased significantly from as a percentage of sales from the both the previous and year-ago quarters. Intel expects selling costs to increase further in the next quarter due to increased promotional activity related to ultrabooks.
The operating margins by segment were as follows-PC Client 41.2% (down 247 bps sequentially), Data Center 46.6% (down 688 bps), Other Intel Architecture -29.0% (up 446 bps) and Software and Services 1.2% (down 154 bps). The PC Client segment expanded operating margins by 12 bps from the year-ago quarter, while Data Center margins contracted 300 bps.
The pro forma net income was $2.9 billion, or 22.3% of sales, compared to $3.5 billion, or 25.3% in the previous quarter and $3.3 billion or 25.6% in the prior-year quarter. One-time items included intangibles amortization expenses on a tax-adjusted basis. Accordingly, the fully diluted GAAP net income was $2.7 billion, or 53 cents a share compared to $3.4 billion, or 64 cents per share in the previous quarter and $3.2 billion, or 56 cents in the year-ago quarter.
Balance Sheet
Inventories increased 9.6% sequentially and annualized inventory turns went from 4.7X to 4.0X. Days sales outstanding (DSOs) went from 24 to around 29. The cash, marketable securities and fixed income trading asset balance at quarter-end was $13.8 billion, down $1.08 billion during the quarter.
Intel has $7.1 billion in long-term debt and 362 million in short-term debt, resulting in a net cash balance of $6.3 billion. Cash flow from operations was around $3 billion. Important usages of cash in the last quarter included $2.97 billion on capex, $1.05 billion on dividends and $1.5 billion on share repurchases.
Second Quarter Guidance
Intel guided to revenue of around $13.6 billion (+/-$500 million), up 5.4% sequentially and 4.4% from the June quarter of 2011 (slightly better than consensus estimates). Gross margin on a GAAP basis is expected to be around 62% (+/-2 percentage points), while on a non-GAAP basis, it is expected to be 63% (+/- 2 percentage points).
Total operating expenses are expected to come in at around $4.6 billion. Management also expects to provide for depreciation of around $1.6 billion and intangibles amortization of around $180 million. Other income/expense is expected to be a net loss of $20 million. Applying the guided annual tax rate of 28%, net income comes to around $2.8 billion or 20.9% of revenue, which would be down both sequentially and year over year.
Guidance for 2012
For the year, Intel guided to a gross margin of 64% (+/- 2 percentage points), non GAAP gross margin of 65% (+/- 2 percentage points) and operating expenses of $18.3 billion (+/- 200 million). The full year tax rate is expected to be 28%, depreciation $6.4 billion (+/- $100 million) and capex $12.5 billion (+/- $400 million).
Our Take
Intel's top line numbers for the quarter were good, if not excellent. The company remains the leading producer of microprocessors for the PC market and there do not appear to be any near-term challenges to this position. Its innovative prowess has ensured that Intel is well ahead of its closest rival Advanced Micro Devices ( AMD ). Therefore what affects it mainly is the market itself.
Intel's strategy has been correct here and the company has positioned itself strongly in emerging markets, from where most of the growth is expected to originate in the next few quarters. Growth rates in the next quarter will also benefit from supply chain issues getting resolved. The enterprise segment remains a strong point for Intel and there should be continued growth here in both emerging and mature markets.
Additionally, the PC client business will see the usual jump in response to Microsoft's ( MSFT ) new Windows platform. The data center business should pick up very strongly in the next quarter, due to Romley becoming more widely available.
Intel also remains totally focused on the mobile segment, which has the potential of eating into its core computing business. While the new ultrabook is still a far cry from Apple's ( AAPL ) iPad, new players are entering the market every day. Although Microsoft's Windows 8 (to launch later this year) will also be compatible with ARM architecture, Intel is likely to be the bigger beneficiary, given the level of its support and the broader reach of its products across the world.
The company intends to tap opportunities in China (on the road to becoming the largest cell phone market). We think its consistent focus on emerging markets will be a key to its growth in the next few quarters.
All that being said, Intel has yet to prove itself in the mobile segment (mainly tablets and smartphones), which continues to weigh on investor sentiments. The fact that ARM devices are also getting into the server segment is also a concern.
However, while the server impact could take a couple of years and Intel could have something to counter this threat by then, Intel really needs to buck up its mobile strategy. Failing to do this will see its revenues dwindling, as tablets continue to cannibalize its core computing market.
Another thing that investors could be concerned about is Intel's margins, which will be impacted by the 22nm ramp and increased spending on ultrabook marketing. However, this is not a big concern in our view and Intel should more than make up in the back half of the year.
Intel shares are currently ranked #2 by Zacks, which translates to a Buy recommendation in the next 1-3 months. We remain Neutral on a long term (3-6 month) basis.
APPLE INC ( AAPL ): Free Stock Analysis Report
ADV MICRO DEV ( AMD ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INTEL CORP ( INTC ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
SEAGATE TECH (STX): Free Stock Analysis Report
WESTERN DIGITAL (WDC): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
As indicated by the HDD suppliers Western Digital ( WDC ) and Seagate ( STX ), as well as PC companies Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), the floods in Thailand impacted PC demand, which led to the below-seasonal performance. APPLE INC ( AAPL ): Free Stock Analysis Report ADV MICRO DEV ( AMD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. The secular growth drivers here are increasing Internet usage by consumers all over the world, and the ongoing move towards virtualization and cloud computing.
|
APPLE INC ( AAPL ): Free Stock Analysis Report ADV MICRO DEV ( AMD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. As indicated by the HDD suppliers Western Digital ( WDC ) and Seagate ( STX ), as well as PC companies Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), the floods in Thailand impacted PC demand, which led to the below-seasonal performance. The gross margin continued to benefit from a positive mix related to higher enterprise and data center business and dwindling consumer sales in mature markets.
|
APPLE INC ( AAPL ): Free Stock Analysis Report ADV MICRO DEV ( AMD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. As indicated by the HDD suppliers Western Digital ( WDC ) and Seagate ( STX ), as well as PC companies Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), the floods in Thailand impacted PC demand, which led to the below-seasonal performance. The Other Intel Architecture segment generated around 8% of Intel's revenue in the last quarter, declining 2.2% sequentially and 6.4% from last year.
|
As indicated by the HDD suppliers Western Digital ( WDC ) and Seagate ( STX ), as well as PC companies Hewlett Packard Company ( HPQ ) and Dell Inc ( DELL ), the floods in Thailand impacted PC demand, which led to the below-seasonal performance. APPLE INC ( AAPL ): Free Stock Analysis Report ADV MICRO DEV ( AMD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report SEAGATE TECH (STX): Free Stock Analysis Report WESTERN DIGITAL (WDC): Free Stock Analysis Report To read this article on Zacks.com click here. Revenue by Segment The PC Client segment generated 65% of revenue in the last quarter, down 6.6% sequentially and 2.0% year over year.
|
78749617-c157-432d-b706-fc991e5d0c3e
|
726767.0
|
2012-04-16 00:00:00 UTC
|
Zacks Bull and Bear of the Day Highlights: Invesco, Philips Electronics N.V., Hewlett-Packard, Dell and Apple - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/zacks-bull-and-bear-of-the-day-highlights%3A-invesco-philips-electronics-n.v.-hewlett
|
nan
|
nan
|
For Immediate Release
Chicago, IL - April 16, 2012 - Zacks Equity Research highlights: Invesco, Ltd. ( IVZ ) as the Bull of the Day and Philips Electronics N.V. ( PHG ) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), DellInc ( DELL ) and Apple Inc ( AAPL ).
Full analysis of all these stocks is available at http://at.zacks.com/?id=2678 .
Here is a synopsis of all five stocks:
Bull of the Day :
We are upgrading our recommendation on Invesco, Ltd. ( IVZ ) to Outperform based on its sustained earnings and healthy asset under management. The company's fourth quarter 2011 earnings inched past the Zacks Consensus Estimate. Results were aided by enhanced interest and dividend income as well as lower interest expense.
An uptrend in the global equity markets helped in improving the long-term investment performance of the company, which is further expected to uplift the company's operating results. Moreover, the operating leverage is expected to improve significantly over the long term due to its cost-control initiatives.
Invesco is well-positioned to benefit from improved global investment flows, resulting from its broad diversification. Our six-month target price of $28.00 per share equates to about 14.5x our earnings estimate for 2012. Combined with the annual dividend of $0.49 per share, this target price implies an expected total return of 13.8% over that period.
Bear of the Day :
We are downgrading our Neutral recommendation on Philips Electronics N.V. ( PHG ) to Underperform with a $16 target price. The company had a very modest fourth quarter with revenues marginally up by 3.3%, primarily driven by moderate growth across its segments. The company posted a net loss of $160 million due to a higher loss from the company s discontinued television business.
The net cash flow also declined compared to the prior year, attributable to higher working capital outflow related to higher vendor payments. The stock is currently trading at a premium to the peer group, based on 2011 forward earnings estimates.
Our long-term Underperform recommendation on the stock indicates that it will perform below the broader U.S. equity market over the next six to twelve months. Our target price is $16.00 or 18.8X 2012 EPS -- well within the historical range -- supports our downgrade.
Latest Posts on the Zacks Analyst Blog :
Upbeat PC Shipment Numbers for Q1
Market research firms IDC and Gartner recently came out with encouraging personal computer ( PC ) shipment numbers for the first quarter of 2012. As per the recent disclosure, worldwide personal computer shipments increased more than IDC's expectation during the first quarter.
However, the research firm believes that although the PC shipments surged during the quarter, the challenges facing the PC industry remain intact.
In a recent statement, Gartner Inc. noted that around 89.0 million PCs were shipped during the first quarter of the year, an increase of 1.9% from the prior-year period and was also higher than the research firm's expectation of 1.2%.
IDC witnessed that PC shipments were up 2.3% for the quarter, although the firm expected a 0.9% decline. However, this estimate beat does not indicate the revival of the PC industry.
On the contrary, industry experts are of the opinion that PCs have taken a backseat amid the growing popularity of tablet devices like iPad in the U.S. and other developed nations. Gartner also found that the demand for PCs was trending down in important markets, such as China and India.
This is a sort of a warning bell for the PC industry, which shows that PC makers cannot rely heavily on growth in these regions. The analysts are also of the opinion that PC vendors typically witness a dip in sales during the first quarter, which comes just after the holiday season. On the other hand, Gartner's results reveal that shipments were in fact impacted by growing consumer demand for smaller, sleeker devices.
As per Gartner, technology major Hewlett-Packard ( HPQ ) was the top PC vendor, with 15.31 million units shipped during the quarter. Shipments improved 3.5% year over year to 17.2%. Lenovo was placed in the second position with 13.1% market share, up 28.0% year over year.
Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. Acer, which grabbed the fourth spot, witnessed a 9.2% drop in volume, that pulled down the market share to 10.9% from 12.2% a year-ago. This apart, Asustek Computer saw a 21% rise in volume. Also, the company's market share rose to 6.0% from 5.1% a year earlier.
Apple Inc's ( AAPL ) market share climbed from 9.8% to 10.6%, on a 3.8% increase in volume.
In terms of geographical shipments, PC shipments declined 3.5% in the U.S., which is better than the 6.1% decline anticipated. Moreover, shipments to Asia spiked 2.0%, weighed down by weak demand in India and China.
On the other hand, shipments to Latin American declined 3.2%. This apart, shipments to Japan rose 11.5% and those to the larger Europe and Middle East region increased 6.7%. So, mixed numbers from different geographical regions reveal the fact that the replacement of PCs with other mobile devices has yet to catch up across geographies.
Although the industry witnessed a shortage of hard drives, it was not a hindrance for the larger players.
Get the full analysis of all these stocks by going to http://at.zacks.com/?id=2649 .
About the Bull and Bear of the Day
Every day, the analysts at Zacks Equity Research select two stocks that are likely to outperform (Bull) or underperform (Bear) the markets over the next 3-6 months.
About the Analyst Blog
Updated throughout every trading day, the Analyst Blog provides analysis from Zacks Equity Research about the latest news and events impacting stocks and the financial markets.
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous analyst coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today by visiting http://at.zacks.com/?id=7158 .
About Zacks
Zacks.com is a property of Zacks Investment Research , Inc., which was formed in 1978 by Leonard Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank , which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment
Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=4582 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INVESCO LTD ( IVZ ): Free Stock Analysis Report
KONINKLIJKE PHL (PHG): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), DellInc ( DELL ) and Apple Inc ( AAPL ). Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. 9339 support@zacks.com http://www.zacks.com APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INVESCO LTD ( IVZ ): Free Stock Analysis Report KONINKLIJKE PHL (PHG): Free Stock Analysis Report To read this article on Zacks.com click here.
|
9339 support@zacks.com http://www.zacks.com APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INVESCO LTD ( IVZ ): Free Stock Analysis Report KONINKLIJKE PHL (PHG): Free Stock Analysis Report To read this article on Zacks.com click here. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), DellInc ( DELL ) and Apple Inc ( AAPL ). Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume.
|
9339 support@zacks.com http://www.zacks.com APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INVESCO LTD ( IVZ ): Free Stock Analysis Report KONINKLIJKE PHL (PHG): Free Stock Analysis Report To read this article on Zacks.com click here. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), DellInc ( DELL ) and Apple Inc ( AAPL ). Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume.
|
In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), DellInc ( DELL ) and Apple Inc ( AAPL ). Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. 9339 support@zacks.com http://www.zacks.com APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INVESCO LTD ( IVZ ): Free Stock Analysis Report KONINKLIJKE PHL (PHG): Free Stock Analysis Report To read this article on Zacks.com click here.
|
d4e5d586-7353-447d-bd8b-fa73db9fc5be
|
726768.0
|
2012-04-13 00:00:00 UTC
|
Upbeat PC Shipment Numbers for 1Q - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/upbeat-pc-shipment-numbers-for-1q-analyst-blog-2012-04-13
|
nan
|
nan
|
Market research firms IDC and Gartner recently came out with encouraging personal computer ( PC ) shipment numbers for the first quarter of 2012. As per the recent disclosure, worldwide personal computer shipments increased more than IDC's expectation during the first quarter.
However, the research firm believes that although the PC shipments surged during the quarter, the challenges facing the PC industry remain intact.
In a recent statement, Gartner Inc. noted that around 89.0 million PCs were shipped during the first quarter of the year, an increase of 1.9% from the prior-year period and was also higher than the research firm's expectation of 1.2%.
IDC witnessed that PC shipments were up 2.3% for the quarter, although the firm expected a 0.9% decline. However, this estimate beat does not indicate the revival of the PC industry.
On the contrary, industry experts are of the opinion that PCs have taken a backseat amid the growing popularity of tablet devices like iPad in the U.S. and other developed nations. Gartner also found that the demand for PCs was trending down in important markets, such as China and India.
This is a sort of a warning bell for the PC industry, which shows that PC makers cannot rely heavily on growth in these regions. The analysts are also of the opinion that PC vendors typically witness a dip in sales during the first quarter, which comes just after the holiday season. On the other hand, Gartner's results reveal that shipments were in fact impacted by growing consumer demand for smaller, sleeker devices.
As per Gartner, technology major Hewlett-Packard ( HPQ ) was the top PC vendor, with 15.31 million units shipped during the quarter. Shipments improved 3.5% year over year to 17.2%. Lenovo was placed in the second position with 13.1% market share, up 28.0% year over year.
Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. Acer, which grabbed the fourth spot, witnessed a 9.2% drop in volume, that pulled down the market share to 10.9% from 12.2% a year-ago. This apart, Asustek Computer saw a 21% rise in volume. Also, the company's market share rose to 6.0% from 5.1% a year earlier.
Apple Inc's ( AAPL ) market share climbed from 9.8% to 10.6%, on a 3.8% increase in volume.
In terms of geographical shipments, PC shipments declined 3.5% in the U.S., which is better than the 6.1% decline anticipated. Moreover, shipments to Asia spiked 2.0%, weighed down by weak demand in India and China.
On the other hand, shipments to Latin American declined 3.2%. This apart, shipments to Japan rose 11.5% and those to the larger Europe and Middle East region increased 6.7%. So, mixed numbers from different geographical regions reveal the fact that the replacement of PCs with other mobile devices has yet to catch up across geographies.
Although the industry witnessed a shortage of hard drives, it was not a hindrance for the larger players.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Market research firms IDC and Gartner recently came out with encouraging personal computer ( PC ) shipment numbers for the first quarter of 2012.
|
APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. Market research firms IDC and Gartner recently came out with encouraging personal computer ( PC ) shipment numbers for the first quarter of 2012.
|
Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Market research firms IDC and Gartner recently came out with encouraging personal computer ( PC ) shipment numbers for the first quarter of 2012.
|
Third-placed DellInc 's ( DELL ) market share dropped slightly from 11.4% to 11.0%, on the back of a 1.6% year-over-year decline in volume. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. On the other hand, Gartner's results reveal that shipments were in fact impacted by growing consumer demand for smaller, sleeker devices.
|
fa141a60-03bb-4908-8744-ef34937f1e8f
|
726769.0
|
2012-04-12 00:00:00 UTC
|
The Zacks Analyst Blog Highlights: Bank of America, BlackRock, MetLife, The Bank of New York Mellon and Dell - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-bank-of-america-blackrock-metlife-the-bank-of-new-york
|
nan
|
nan
|
For Immediate Release
Chicago, IL - April 12, 2012 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Bank of America Corporation ( BAC ), BlackRock Inc. ( BLK ), MetLife Inc. ( MET ), The Bank of New York Mellon Corporation ( BK ) and Dell Inc. ( DELL ).
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513
Here are highlights from Wednesday's Analyst Blog:
BofA's $8.5B Settlement Deal Opposed
Bank of America Corporation 's ( BAC ) $8.5 billion mortgage settlement deal is facing opposition from New York's attorney general ( AG ), Eric Schneiderman. According to the AG, the compensation that BofA is giving to the investors is inadequate compared to the losses incurred by them. This forced him to file papers in the New York State Supreme Court justice department for permission to intervene in the case.
The objection to mortgage settlement deal comes after the case was transferred from the federal to state court in late February. Earlier, in August 2011, New York AG had raised objection against the deal and won the approval of the federal court judge to intervene and take part in the case. But, with the settlement deal again transferred to the state court, he has to file for the permission to participate in the case again.
BofA's settlement deal requires the consent of New York State Supreme Court before the company can proceed with the distribution of the compensation among the investors.
The Story Behind
In June 2011, BofA had reached an agreement to pay $8.5 billion for its legacy Countrywide Financial Corp. mortgage repurchase and servicing claims. The settlement took place between 22 investors who suffered significant losses for their investments in mortgage backed securities (MBS) that were sold by Countrywide prior to the housing market failure. BofA acquired Countrywide in 2008.
The agreement basically covered most of BofA's legacy Countrywide- issued first-lien MBS repurchase exposure. It represented 530 trusts with original principal balance of $424 billion and total current unpaid principal balance of about $221 billion.
The group of investors, including BlackRock Inc. ( BLK ), PIMCO, MetLife Inc. ( MET ) and the Federal Reserve, had alleged that prior to the financial crisis, Countrywide had sold securities that were tied to bad-quality loans. The loans were not even well-managed by The Bank of New York Mellon Corporation ( BK ), which was the trustee for these MBS. Therefore, these investors sought a buyback relief in MBS that were offloaded by Countrywide.
Conclusion
The acquisition of Countrywide substantially increased BofA's mortgage exposure compared with its peers. Following the collapse of the housing market, mortgage repurchases claim risk for the company grew manifold. This has significantly drained the company's bottom line over the last several quarters.
Now, with the new objections raised by the New York AG, there might be a delay in getting the approval. However, if the New York AG participates in the settlement deal, the investors will have a chance to get a better deal from BofA.
Currently, the shares of BofA have a Zacks #3 Rank, which translates into a short-term 'Hold' rating. Additionally, we maintain our long-term "Neutral" recommendation on the stock.
Dell on a Shopping Spree
Dell Inc. ( DELL ) is on an acquisitions spree. After acquiring Clerity Solution -- a provider of application modernization services -- in April 2012, the company has recently acquired software company Make Technologies Inc. Financial details were not disclosed.
Make Technologies provides software and services that modernize traditional applications used by cloud-based systems. The cloud-based products from the company have the capacity to cut cost, reduce risk and re-engineer applications.
This looks like an ideal combination, as it is likely to result in single vendor solutions for any modernization activity. It should therefore open up growth opportunities for Dell's core application modernization software and services.
Acquisitions have helped drive significant growth at Dell. Earlier in February, the company agreed to buy Virginia-based backup and replication software maker, AppAssure Software and followed this up with the acquisition of California-based SonicWall in March.
Last year, the company completed the acquisition of storage solution provider Compellent Technologies Inc. This acquisition has enhanced its portfolio in the automated data transfer and management, tiering and thin provisioning segments.
Although Clerity is a very good takeover by Dell, we are unclear about the extent to which the acquisition will be financially accretive. But we believe that the continued enhancement of the enterprise solutions portfolio would generate higher revenue, going forward. We also think that the positive impact of all the acquisitions may not be evident for some time, as the new units would take time to gel with the existing capabilities.
Want more from Zacks Equity Research? Subscribe to the free Profit from the Pros newsletter: http://at.zacks.com/?id=5515 .
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today: http://at.zacks.com/?id=5517
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leon Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=5518 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
BANK OF AMER CP ( BAC ): Free Stock Analysis Report
BANK OF NY MELL ( BK ): Free Stock Analysis Report
BLACKROCK INC ( BLK ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
METLIFE INC (MET): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Stocks recently featured in the blog include Bank of America Corporation ( BAC ), BlackRock Inc. ( BLK ), MetLife Inc. ( MET ), The Bank of New York Mellon Corporation ( BK ) and Dell Inc. ( DELL ). Dell on a Shopping Spree Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services.
|
Stocks recently featured in the blog include Bank of America Corporation ( BAC ), BlackRock Inc. ( BLK ), MetLife Inc. ( MET ), The Bank of New York Mellon Corporation ( BK ) and Dell Inc. ( DELL ). 9339 support@zacks.com http://www.zacks.com BANK OF AMER CP ( BAC ): Free Stock Analysis Report BANK OF NY MELL ( BK ): Free Stock Analysis Report BLACKROCK INC ( BLK ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report METLIFE INC (MET): Free Stock Analysis Report To read this article on Zacks.com click here. Dell on a Shopping Spree Dell Inc. ( DELL ) is on an acquisitions spree.
|
9339 support@zacks.com http://www.zacks.com BANK OF AMER CP ( BAC ): Free Stock Analysis Report BANK OF NY MELL ( BK ): Free Stock Analysis Report BLACKROCK INC ( BLK ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report METLIFE INC (MET): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks recently featured in the blog include Bank of America Corporation ( BAC ), BlackRock Inc. ( BLK ), MetLife Inc. ( MET ), The Bank of New York Mellon Corporation ( BK ) and Dell Inc. ( DELL ). Dell on a Shopping Spree Dell Inc. ( DELL ) is on an acquisitions spree.
|
Stocks recently featured in the blog include Bank of America Corporation ( BAC ), BlackRock Inc. ( BLK ), MetLife Inc. ( MET ), The Bank of New York Mellon Corporation ( BK ) and Dell Inc. ( DELL ). Dell on a Shopping Spree Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services.
|
45fda5fa-639f-477f-964f-0281ab7a6026
|
726770.0
|
2012-04-11 00:00:00 UTC
|
Dell on a Shopping Spree - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-on-a-shopping-spree-analyst-blog-2012-04-11
|
nan
|
nan
|
Dell Inc. ( DELL ) is on an acquisitions spree. After acquiring Clerity Solution -- a provider of application modernization services -- in April 2012, the company has recently acquired software company Make Technologies Inc. Financial details were not disclosed.
Make Technologies provides software and services that modernize traditional applications used by cloud-based systems. The cloud-based products from the company have the capacity to cut cost, reduce risk and re-engineer applications.
This looks like an ideal combination, as it is likely to result in single vendor solutions for any modernization activity. It should therefore open up growth opportunities for Dell's core application modernization software and services.
Acquisitions have helped drive significant growth at Dell. Earlier in February, the company agreed to buy Virginia-based backup and replication software maker, AppAssure Software and followed this up with the acquisition of California-based SonicWall in March.
Last year, the company completed the acquisition of storage solution provider Compellent Technologies Inc. This acquisition has enhanced its portfolio in the automated data transfer and management, tiering and thin provisioning segments.
Although Clerity is a very good takeover by Dell, we are unclear about the extent to which the acquisition will be financially accretive. But we believe that the continued enhancement of the enterprise solutions portfolio would generate higher revenue, going forward. We also think that the positive impact of all the acquisitions may not be evident for some time, as the new units would take time to gel with the existing capabilities.
We understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will remain concerns, but we feel that Dell will successfully capitalize on increasing IT expenditures and show top-line improvement.
Currently, Dell has a short term Zacks #3 Rank.
DELL INC ( DELL ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
We understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will remain concerns, but we feel that Dell will successfully capitalize on increasing IT expenditures and show top-line improvement. Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services.
|
Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services. Acquisitions have helped drive significant growth at Dell.
|
Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services. Acquisitions have helped drive significant growth at Dell.
|
Dell Inc. ( DELL ) is on an acquisitions spree. It should therefore open up growth opportunities for Dell's core application modernization software and services. Acquisitions have helped drive significant growth at Dell.
|
54dc33b5-4c46-475a-9d3a-c22014f096e7
|
726771.0
|
2012-04-10 00:00:00 UTC
|
DELL Expedites EMR Deployment - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-expedites-emr-deployment-analyst-blog-2012-04-10
|
nan
|
nan
|
Dell Inc. ( DELL ) announced that it is working closely with Mount Sinai Hospital to implement an electronic medical record ( EMR ) system within the hospital's information technology ( IT ) eco system. Dell's Clinical Service Desk solution will mitigate complexities of EMR implementation at the hospital. Financial details of the deal were not disclosed.
Dell's Clinical Service Desk is a new service dedicated to health care providers and includes some customized features which differ from other Service Desk solutions. For instance, the Clinical Service Desk solution offers a database consisting of physicians with prior experience of handling the EMR system. These experts can then assist health care organizations initializing EMR.
The health care industry has been using EMR solutions to digitize records, thereby mitigating the use of paper and reducing administrative costs.
In 2010, Dell joined hands with San Francisco-based EMR solutions provider Practice Fusion to offer a comprehensive package including hardware, software and other online services to doctors at an affordable price. The partnership combined Practice Fusion's Web-based EMR service with DELL's diversified health care suite including desktop and laptop computers, specialized broadband hardware, scanners and printers.
Dell now offers complete EMR solutions (including hardware and software) which are quite popular among heath care service providers. Dell partnered with the American Medical Association to provide EMR support to the latter. Reportedly, 71% of the hospitals in the States have adopted Dell's EMR solutions.
Moreover, the U.S. government's endeavor to expand the information technology industry as a major player in health reform will help drive health care IT spending over the coming years. We believe that DELL, with its strong position, would be able to capitalize on the government's initiatives.
As per market research firm Global Industry Analysts, health care organizations in North America could spend as much as $5.4 billion annually for EMR implementations, going into 2015. Dell will have to compete with Hewlett-Packard Co. ( HPQ ), Cerner, Eclipsys, Epic Systems, GE Healthcare and other vendors in this vertical to grow its market share in EMR.
Currently, Dell has a Zacks 3# Rank, implying a short term Hold recommendation.
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In 2010, Dell joined hands with San Francisco-based EMR solutions provider Practice Fusion to offer a comprehensive package including hardware, software and other online services to doctors at an affordable price. The partnership combined Practice Fusion's Web-based EMR service with DELL's diversified health care suite including desktop and laptop computers, specialized broadband hardware, scanners and printers. Dell will have to compete with Hewlett-Packard Co. ( HPQ ), Cerner, Eclipsys, Epic Systems, GE Healthcare and other vendors in this vertical to grow its market share in EMR.
|
Dell Inc. ( DELL ) announced that it is working closely with Mount Sinai Hospital to implement an electronic medical record ( EMR ) system within the hospital's information technology ( IT ) eco system. In 2010, Dell joined hands with San Francisco-based EMR solutions provider Practice Fusion to offer a comprehensive package including hardware, software and other online services to doctors at an affordable price. DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell Inc. ( DELL ) announced that it is working closely with Mount Sinai Hospital to implement an electronic medical record ( EMR ) system within the hospital's information technology ( IT ) eco system. Dell's Clinical Service Desk is a new service dedicated to health care providers and includes some customized features which differ from other Service Desk solutions. Dell now offers complete EMR solutions (including hardware and software) which are quite popular among heath care service providers.
|
Dell's Clinical Service Desk solution will mitigate complexities of EMR implementation at the hospital. Dell's Clinical Service Desk is a new service dedicated to health care providers and includes some customized features which differ from other Service Desk solutions. Reportedly, 71% of the hospitals in the States have adopted Dell's EMR solutions.
|
802df779-ae95-4b94-9f81-c24df55dc3b2
|
726772.0
|
2012-04-09 00:00:00 UTC
|
H-P, AMA to Enhance Health Care - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-ama-to-enhance-health-care-analyst-blog-2012-04-09
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) reportedly collaborated with the American Medical Association (AMA) whereby the tech giant will provide necessary technology support and advice to help medical professionals and organizations serve patients promptly. The AMA unites various medical doctors and medical students across the U.S. to formulate vital policies related to professional activities, public health and overall health care. Financial details were not divulged.
Per the terms, H-P will offer AMA members and staff certain customized products at a special discounted rate. H-P's offerings span its Compaq and Pro series of PCs which will expedite mobility for remote patient care and provide practitioners with high-quality displays for viewing medical images.
We think that the act of providing a special discount for AMA members is nice on H-P's part. Profit making is indeed a business goal, but H-P's attempt to volunteer for public health care is encouraging as it will likely improve brand image.
In February, H-P initiated a health care affiliate program whereby hospitals and health care organizations can avail its hardware support along with software support from other autonomous vendors in a bundle. The arrangement will be cost effective, while allowing the professionals to improve patient care.
The U.S. government's endeavor to expand the information technology industry and make it a major component of health care reform will help drive IT spending in the health care segment over the coming years. We believe that HP, with its strong position and relentless contribution toward the sector, would be able to capitalize on the government's health care initiatives.
Apart from health care, H-P continues to win deals from various sectors. Despite its deal prospects, H-P's fundamentals will remain an area of concern, due to the weak consumer segment and PC market issues. However, H-P's decision to shift focus toward the higher-margin cloud computing arena and leadership in the PC market, where it remains ahead of Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) are encouraging.
Currently, H-P has a Zacks #3, implying a short-term Hold recommendation.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, H-P's decision to shift focus toward the higher-margin cloud computing arena and leadership in the PC market, where it remains ahead of Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) are encouraging. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. H-P's offerings span its Compaq and Pro series of PCs which will expedite mobility for remote patient care and provide practitioners with high-quality displays for viewing medical images.
|
However, H-P's decision to shift focus toward the higher-margin cloud computing arena and leadership in the PC market, where it remains ahead of Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) are encouraging. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. We believe that HP, with its strong position and relentless contribution toward the sector, would be able to capitalize on the government's health care initiatives.
|
However, H-P's decision to shift focus toward the higher-margin cloud computing arena and leadership in the PC market, where it remains ahead of Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) are encouraging. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. The AMA unites various medical doctors and medical students across the U.S. to formulate vital policies related to professional activities, public health and overall health care.
|
However, H-P's decision to shift focus toward the higher-margin cloud computing arena and leadership in the PC market, where it remains ahead of Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) are encouraging. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) reportedly collaborated with the American Medical Association (AMA) whereby the tech giant will provide necessary technology support and advice to help medical professionals and organizations serve patients promptly.
|
1cd0e3f8-f19d-4498-9133-c5a1a7b50ec8
|
726773.0
|
2012-04-03 00:00:00 UTC
|
After Hours Most Active for Apr 3, 2012 : BMR, FOSL, EBR/B, LYB, BAC, STD, JPM, IPHS, QQQ, DELL, ATVI, ESRX
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-apr-3-2012-bmr-fosl-ebrb-lyb-bac-std-jpm-iphs-qqq-dell-atvi-esrx
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .22 to 2,783. The total After hours volume is currently 36,026,712 shares traded.
The following are the most active stocks for the after hours session:
Biomed Realty Trust ( BMR ) is -0.011 at $18.80, with 11,884,850 shares traded. BMR's current last sale is 95.18% of the target price of $19.75.
Fossil, Inc. ( FOSL ) is +0.06 at $134.45, with 8,219,150 shares traded. As reported by Zacks, the current mean recommendation for FOSL is in the "buy range".
Centrais Elc Braz Pfb B Elbras (EBR/B) is +0.27 at $12.65, with 3,072,205 shares traded.
LyondellBasell Industries NV ( LYB ) is -0.0014 at $43.83, with 2,564,300 shares traded. As reported by Zacks, the current mean recommendation for LYB is in the "buy range".
Bank of America Corporation ( BAC ) is -0.015 at $9.48, with 1,879,221 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2012. The consensus EPS forecast is $0.12. BAC's current last sale is 94.75% of the target price of $10.
Banco Santander, S.A. ( STD ) is +0.0078 at $7.37, with 1,633,979 shares traded. STD's current last sale is 78.63% of the target price of $9.37.
J P Morgan Chase & Co ( JPM ) is -0.0001 at $45.42, with 1,631,362 shares traded. Over the last four weeks they have had 12 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2012. The consensus EPS forecast is $1.14. As reported by Zacks, the current mean recommendation for JPM is in the "buy range".
Innophos Holdings, Inc. ( IPHS ) is unchanged at $51.30, with 1,128,825 shares traded. As reported by Zacks, the current mean recommendation for IPHS is in the "buy range".
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.04 at $68.28, with 677,093 shares traded. This represents a 36.75% increase from its 52 Week Low.
Dell Inc. ( DELL ) is -0.0661 at $16.54, with 648,153 shares traded. DELL's current last sale is 82.72% of the target price of $20.
Activision Blizzard, Inc ( ATVI ) is -0.0192 at $12.81, with 645,168 shares traded. As reported by Zacks, the current mean recommendation for ATVI is in the "buy range".
Express Scripts Holding Company ( ESRX ) is unchanged at $57.67, with 494,824 shares traded. As reported in the last short interest update the days to cover for ESRX is 10.965103; this calculation is based on the average trading volume of the stock.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
LyondellBasell Industries NV ( LYB ) is -0.0014 at $43.83, with 2,564,300 shares traded. Dell Inc. ( DELL ) is -0.0661 at $16.54, with 648,153 shares traded. DELL's current last sale is 82.72% of the target price of $20.
|
LyondellBasell Industries NV ( LYB ) is -0.0014 at $43.83, with 2,564,300 shares traded. Dell Inc. ( DELL ) is -0.0661 at $16.54, with 648,153 shares traded. DELL's current last sale is 82.72% of the target price of $20.
|
Dell Inc. ( DELL ) is -0.0661 at $16.54, with 648,153 shares traded. LyondellBasell Industries NV ( LYB ) is -0.0014 at $43.83, with 2,564,300 shares traded. DELL's current last sale is 82.72% of the target price of $20.
|
LyondellBasell Industries NV ( LYB ) is -0.0014 at $43.83, with 2,564,300 shares traded. Dell Inc. ( DELL ) is -0.0661 at $16.54, with 648,153 shares traded. DELL's current last sale is 82.72% of the target price of $20.
|
9a3d0a1a-c7ac-407b-9f93-8ee9b86896ab
|
726774.0
|
2012-04-02 00:00:00 UTC
|
Kindle Touch 3G Goes International - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/kindle-touch-3g-goes-international-analyst-blog-2012-04-02
|
nan
|
nan
|
Amazon.com Inc. ( AMZN ) is trying to gain a foothold in the intensely competitive tablet market with the shipping of Kindle Touch 3G across 175 countries from April 27. The device is now available for pre-orders and will be available in six additional languages namely German, French, Italian, Spanish, Brazilian, Portuguese and British English.
The company entered the tablet market with the shipping of Kindle Fire in late 2011. This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung, Cisco Systems Inc. ( CSCO ) to name a few. Apple Inc. ( AAPL ) is leading the race so far, with record unit shipments of its iconic iPad. According to the research firm IDC, Kindle Fire is currently iPad's most significant competitor, having captured 16.8% of the tablet market (4.7 million units shipped during the fourth quarter of 2011), followed by Samsung, which had a 5.8% share of the market.
The Kindle Touch 3G is the touchscreen version of Amazon's popular eBook reader. The device, like the previous Kindles will offer Wi-Fi support. However, free and global 3G connectivity is one of its main advantages when compared to the wi-fi only Kindle Touch.
The new Kindle will allow readers to browse all the passages in a book, its ideas and characters, and check details on them from Wikipedia. Besides, Kindle Touch 3G will also be fitted with built-in speakers that offer support for text-to-speech, audiobooks and mp3s.
We view Amazon's expansion into the tablet market as a defensive move, designed to protect its leading share of the e-reader market and book sales through Kindle. As in any competitive consumer market, share losses are inevitable. But the market leader should continue to grow, as long as the market is expanding. Since we do not expect the growth to taper off any time soon, we remain optimistic about the company's prospects here.
At the same time, we think there is a certain amount of uncertainty regarding Amazon's investment plans, which could continue over the next few quarters. While it is true that these investments are going to drive the next phase of itsgrowth, near-term earnings will remain under pressure.
Currently, Amazon has a Zacks #4 Rank, which implies a Sell rating in the near term.
APPLE INC ( AAPL ): Free Stock Analysis Report
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
RESEARCH IN MOT (RIMM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung, Cisco Systems Inc. ( CSCO ) to name a few. APPLE INC ( AAPL ): Free Stock Analysis Report AMAZON.COM INC ( AMZN ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. Amazon.com Inc. ( AMZN ) is trying to gain a foothold in the intensely competitive tablet market with the shipping of Kindle Touch 3G across 175 countries from April 27.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung, Cisco Systems Inc. ( CSCO ) to name a few. APPLE INC ( AAPL ): Free Stock Analysis Report AMAZON.COM INC ( AMZN ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
APPLE INC ( AAPL ): Free Stock Analysis Report AMAZON.COM INC ( AMZN ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung, Cisco Systems Inc. ( CSCO ) to name a few. According to the research firm IDC, Kindle Fire is currently iPad's most significant competitor, having captured 16.8% of the tablet market (4.7 million units shipped during the fourth quarter of 2011), followed by Samsung, which had a 5.8% share of the market.
|
This segment is already crowded with tablet makers such as Research In Motion Ltd. ( RIMM ), Hewlett-Packard Co. ( HPQ ), Dell Inc. ( DELL ), Samsung, Cisco Systems Inc. ( CSCO ) to name a few. APPLE INC ( AAPL ): Free Stock Analysis Report AMAZON.COM INC ( AMZN ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report RESEARCH IN MOT (RIMM): Free Stock Analysis Report To read this article on Zacks.com click here. According to the research firm IDC, Kindle Fire is currently iPad's most significant competitor, having captured 16.8% of the tablet market (4.7 million units shipped during the fourth quarter of 2011), followed by Samsung, which had a 5.8% share of the market.
|
92717354-7ff6-45d6-b90f-d419669cdf71
|
726775.0
|
2012-03-30 00:00:00 UTC
|
After Hours Most Active for Mar 30, 2012 : BAC, INTC, ZNGA, DLPH, RF, UMC, DELL, CZR, AGNC, JCP, SIRI, SWY
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-mar-30-2012-bac-intc-znga-dlph-rf-umc-dell-czr-agnc-jcp-siri-swy
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .32 to 2,755.59. The total After hours volume is currently 67,855,404 shares traded.
The following are the most active stocks for the after hours session:
Bank of America Corporation ( BAC ) is -0.03 at $9.54, with 14,112,239 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2012. The consensus EPS forecast is $0.12. BAC's current last sale is 95.4% of the target price of $10.
Intel Corporation ( INTC ) is -0.005 at $28.11, with 7,080,062 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.54. INTC's current last sale is 100.39% of the target price of $28.
Zynga Inc. ( ZNGA ) is -0.2 at $12.95, with 3,972,850 shares traded. ZNGA's current last sale is 92.5% of the target price of $14.
Delphi Automotive plc ( DLPH ) is -0.005 at $31.60, with 3,689,550 shares traded. As reported by Zacks, the current mean recommendation for DLPH is in the "buy range".
Regions Financial Corporation ( RF ) is -0.01 at $6.58, with 3,653,386 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.1. RF's current last sale is 101.23% of the target price of $6.5.
United Microelectronics Corporation ( UMC ) is +0.0142 at $2.46, with 2,510,000 shares traded. UMC's current last sale is 88.01% of the target price of $2.8.
Dell Inc. ( DELL ) is +0.006 at $16.60, with 2,489,417 shares traded. DELL's current last sale is 83.01% of the target price of $20.
Caesars Entertainment Corporation ( CZR ) is unchanged at $14.74, with 2,430,343 shares traded. CZR's current last sale is 92.13% of the target price of $16.
American Capital Agency Corp. ( AGNC ) is unchanged at $29.54, with 2,223,665 shares traded. As reported by Zacks, the current mean recommendation for AGNC is in the "buy range".
J.C. Penney Company, Inc. Holding Company ( JCP ) is -0.0011 at $35.43, with 2,011,337 shares traded. JCP's current last sale is 82.39% of the target price of $43.
Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.30, with 2,002,928 shares traded. SIRI's current last sale is 90.2% of the target price of $2.55.
Safeway Inc. ( SWY ) is +0.001 at $20.21, with 1,953,296 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. The consensus EPS forecast is $0.47. SWY's current last sale is 96.24% of the target price of $21.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is +0.006 at $16.60, with 2,489,417 shares traded. DELL's current last sale is 83.01% of the target price of $20. The following are the most active stocks for the after hours session: Bank of America Corporation ( BAC ) is -0.03 at $9.54, with 14,112,239 shares traded.
|
Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2012. Dell Inc. ( DELL ) is +0.006 at $16.60, with 2,489,417 shares traded. DELL's current last sale is 83.01% of the target price of $20.
|
DELL's current last sale is 83.01% of the target price of $20. Dell Inc. ( DELL ) is +0.006 at $16.60, with 2,489,417 shares traded. ZNGA's current last sale is 92.5% of the target price of $14.
|
DELL's current last sale is 83.01% of the target price of $20. Dell Inc. ( DELL ) is +0.006 at $16.60, with 2,489,417 shares traded. JCP's current last sale is 82.39% of the target price of $43.
|
03e3e20a-60fe-43ec-bc35-44dbdfdff42d
|
726776.0
|
2012-03-26 00:00:00 UTC
|
H-P in IT Deal with Sabre Holdings - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-in-it-deal-with-sabre-holdings-analyst-blog-2012-03-26
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with travel technology solutions provider Sabre Holdings. H-P will get a total sum of $800 million for this 6-year deal.
U.S.-based Sabre Holdings provides software to travel agencies, corporations, travelers, airlines, hotels, rent-a-car companies, railways, cruise companies and tour operating companies. The company selected H-P's networking and flexible storage solutions to ensure a scalable and efficient technology infrastructure.
Using H-P's hardware and software infrastructure technology, Sabre Holdings will be able to free itself from focusing on IT servicing issues, while concentrating on new business plans. H-P's services will also help the travel technology provider to reduce its supervision cost.
Years of expertise and quality services have forced customers to select H-P Enterprise Services. H-P is on a deal winning spree this month. The U.S. Department of Veterans Affairs extended a service deal whereby H-P will continue being the prime contractor for the Compensation and Pension Record Interchange support program of the agency. The tech giant also clinched a 5-year service deal with the Royal Automobile Club of Cataluña for an undisclosed sum.
Despite consistent wins, H-P delivered a marginal 1.0% year-over-year growth in its Services revenue in the first quarter of 2012. Within the segment, Technology Services revenue increased 2%, Application and Business Services revenue was flat and IT Outsourcing revenue recorded a growth of 2% year over year.
We have also noticed that H-P's services did not perform well in the past few quarters. It could due to the fact that a huge amount of deals come from the government vertical. The contract prices of these government deals are not encouraging enough to drive revenue growth.
We are concerned regarding the last quarter results, which lacked luster compared with the year-ago period. But we are looking forward to the implementation of Meg Whitman's strategies and are encouraged about H-P's shift in focus to the higher-margin cloud computing arena. This will be beneficial to H-P since it is not making desired profits from its legacy PC business. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market.
Currently, H-P has a Zacks #3, implying a short-term Hold recommendation.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Using H-P's hardware and software infrastructure technology, Sabre Holdings will be able to free itself from focusing on IT servicing issues, while concentrating on new business plans.
|
APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with travel technology solutions provider Sabre Holdings.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with travel technology solutions provider Sabre Holdings.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) recently clinched an information technology ( IT ) services deal with travel technology solutions provider Sabre Holdings.
|
c6ce6705-bba1-4323-bce5-79b1563f24c3
|
726777.0
|
2012-03-23 00:00:00 UTC
|
Western Union Launches WU Pay - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/western-union-launches-wu-pay-analyst-blog-2012-03-23-1
|
nan
|
nan
|
In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations. WU Pay is also of great use to consumers who do not have a debit or credit card as they can make payments without submitting a credit or debit card number.
WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others.
Last year, Western Union acquired eBillme, an online payment platform, and the WU Pay service is based on this platform.
Western Union is intent on aggressively building its electronic payments segment due to rapidly decreasing technology cost, reduced operational and processing costs and an increasing trend towards online commerce. On the other hand, the traditional form of physical money transfer is losing its sheen due to lack of convenience, less security, and limited geographical reach.
Money transfer services through electronic channels accounted for approximately 3% of consolidated revenue for the year ended December 31, 2011. The company had already been providing online money transfer services in more than 20 countries during the same period. Last year, the company also announced the formation of a new unit named Western Union Ventures, which will feature the company's new-age service offerings for its customers.
Management expects the digitalized platform for the remittance market to evolve at a much faster rate than the traditional means in the upcoming period. The company's westernunion.com business is worth over $100 million at present and management expects $500 million in revenue from this line of business by 2015.
The recent acquisition of PlaySpan Inc. by Visa Inc. ( V ) demonstrates the increasing popularity of the digital payment platform.
Western Union competes closely with Moneygram International, Inc. ( MGI ). Western Union currently retains a Zacks # 3 Rank, which translates into a short-term 'Hold' rating. We are also maintaining our long-term "Neutral" recommendation on its shares.
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HOME DEPOT ( HD ): Free Stock Analysis Report
PENNEY (JC) INC ( JCP ): Free Stock Analysis Report
MONEYGRAM INTL ( MGI ): Free Stock Analysis Report
VISA INC-A (V): Free Stock Analysis Report
WESTERN UNION (WU): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
|
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
cfcbeb67-fba7-4bc3-b089-57d57885c6ac
|
726778.0
|
2012-03-23 00:00:00 UTC
|
Western Union Launches WU Pay - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/western-union-launches-wu-pay-analyst-blog-2012-03-23-0
|
nan
|
nan
|
In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations. WU Pay is also of great use to consumers who do not have a debit or credit card as they can make payments without submitting a credit or debit card number.
WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others.
Last year, Western Union acquired eBillme, an online payment platform, and the WU Pay service is based on this platform.
Western Union is intent on aggressively building its electronic payments segment due to rapidly decreasing technology cost, reduced operational and processing costs and an increasing trend towards online commerce. On the other hand, the traditional form of physical money transfer is losing its sheen due to lack of convenience, less security, and limited geographical reach.
Money transfer services through electronic channels accounted for approximately 3% of consolidated revenue for the year ended December 31, 2011. The company had already been providing online money transfer services in more than 20 countries during the same period. Last year, the company also announced the formation of a new unit named Western Union Ventures, which will feature the company's new-age service offerings for its customers.
Management expects the digitalized platform for the remittance market to evolve at a much faster rate than the traditional means in the upcoming period. The company's westernunion.com business is worth over $100 million at present and management expects $500 million in revenue from this line of business by 2015.
The recent acquisition of PlaySpan Inc. by Visa Inc. ( V ) demonstrates the increasing popularity of the digital payment platform.
Western Union competes closely with Moneygram International, Inc. ( MGI ). Western Union currently retains a Zacks # 3 Rank, which translates into a short-term 'Hold' rating. We are also maintaining our long-term "Neutral" recommendation on its shares.
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HOME DEPOT ( HD ): Free Stock Analysis Report
PENNEY (JC) INC ( JCP ): Free Stock Analysis Report
MONEYGRAM INTL ( MGI ): Free Stock Analysis Report
VISA INC-A (V): Free Stock Analysis Report
WESTERN UNION (WU): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
|
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
95fed830-8ba9-4249-932c-b9af546295b1
|
726779.0
|
2012-03-23 00:00:00 UTC
|
Western Union Launches WU Pay - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/western-union-launches-wu-pay-analyst-blog-2012-03-23-2
|
nan
|
nan
|
In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations. WU Pay is also of great use to consumers who do not have a debit or credit card as they can make payments without submitting a credit or debit card number.
WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others.
Last year, Western Union acquired eBillme, an online payment platform, and the WU Pay service is based on this platform.
Western Union is intent on aggressively building its electronic payments segment due to rapidly decreasing technology cost, reduced operational and processing costs and an increasing trend towards online commerce. On the other hand, the traditional form of physical money transfer is losing its sheen due to lack of convenience, less security, and limited geographical reach.
Money transfer services through electronic channels accounted for approximately 3% of consolidated revenue for the year ended December 31, 2011. The company had already been providing online money transfer services in more than 20 countries during the same period. Last year, the company also announced the formation of a new unit named Western Union Ventures, which will feature the company's new-age service offerings for its customers.
Management expects the digitalized platform for the remittance market to evolve at a much faster rate than the traditional means in the upcoming period. The company's westernunion.com business is worth over $100 million at present and management expects $500 million in revenue from this line of business by 2015.
The recent acquisition of PlaySpan Inc. by Visa Inc. ( V ) demonstrates the increasing popularity of the digital payment platform.
Western Union competes closely with Moneygram International, Inc. ( MGI ). Western Union currently retains a Zacks # 3 Rank, which translates into a short-term 'Hold' rating. We are also maintaining our long-term "Neutral" recommendation on its shares.
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HOME DEPOT ( HD ): Free Stock Analysis Report
PENNEY (JC) INC ( JCP ): Free Stock Analysis Report
MONEYGRAM INTL ( MGI ): Free Stock Analysis Report
VISA INC-A (V): Free Stock Analysis Report
WESTERN UNION (WU): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. WU Pay can be used to make online payments across various merchant sites including Sears, Kmart, Buy.com, Tiger Direct, RedCats USA and others.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. In a conscious effort to expand its e-payment service, Western Union Co. ( WU ) has announced the launch of WU Pay.
|
AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
Consumers can also use the payment option to buy virtual gift cards from more than 60 retailers including J. C. Penney ( JCP ), American Airlines, Amazon ( AMZN ), Dell ( DELL ), Home Depot ( HD ) and others. AMAZON.COM INC ( AMZN ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HOME DEPOT ( HD ): Free Stock Analysis Report PENNEY (JC) INC ( JCP ): Free Stock Analysis Report MONEYGRAM INTL ( MGI ): Free Stock Analysis Report VISA INC-A (V): Free Stock Analysis Report WESTERN UNION (WU): Free Stock Analysis Report To read this article on Zacks.com click here. The recently launched platform will enable customers to pay for their online purchases from their bank's online pay service or in cash at any of the company's agent locations.
|
e4002376-3360-46a7-af9a-c929f53af3cd
|
726780.0
|
2012-03-22 00:00:00 UTC
|
Brightpoint to Increase Supply Chain - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/brightpoint-to-increase-supply-chain-analyst-blog-2012-03-22
|
nan
|
nan
|
Recently, Brightpoint Inc. ( CELL ) announced its plan to start supplying Research In Motion 's ( RIMM ) BlackBerry handsets and other related software and accessories to its Malaysian distributors. The company will not only distribute BlackBerry smartphones, but will also offer other logistic and supply chain expertise to its suppliers.
Growing demand of BlackBerry devices in the middle-east Asia, especially in Malaysia, has prompted both Research In Motion and Brightpoint, to extend their value added distribution support to those markets.
Currently, Research In Motion has a strong presence in these Asian markets. Therefore, in order to offset its loss of market share in Europe and North America, it teamed-up with Brightpoint to offer product training, in-store marketing expertise and point-of-sale support to BrightPoint's network partners in the country.
With the aim of expanding market share, Brightpoint has already entered into agreements with large telecom equipment and services corporations, such as HTC Corp, Apple Inc. ( AAPL ), and NokiaCorporation ( NOK ), for the distribution of handheld devices.
Brightpoint is also enriching its service portfolio by offering different value added services to its clients, including call center support to customer, emission management services, as well as activation services to Dell Inc. ( DELL ), Nokia, and Verizon Communication Inc. ( VZ ).
Solid global customer base coupled with continuous growth in distribution channels will act as catalysts for the company's growth, going forward.
However, global economic volatility reducing financial outlook for the current fiscal along with weaker margins on product sales may act as strong headwinds for the company going forward. Moreover, the recent trend of consolidation among telecom carriers may become a potential negative catalyst for the company in the long term. We, thus, maintain our long-term Neutral recommendation on Brightpoint Inc.
Currently, Brightpointhas a Zacks#4 Rank, implying a short-term Sell rating on the stock.
Brightpoint Inc. is a leader in global distribution of wireless devices and provides provision for customized logistic services to wireless equipment manufacturers and carriers.
APPLE INC ( AAPL ): Free Stock Analysis Report
BRIGHTPOINT INC ( CELL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
NOKIA CP-ADR A ( NOK ): Free Stock Analysis Report
RESEARCH IN MOT ( RIMM ): Free Stock Analysis Report
VERIZON COMM (VZ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Brightpoint is also enriching its service portfolio by offering different value added services to its clients, including call center support to customer, emission management services, as well as activation services to Dell Inc. ( DELL ), Nokia, and Verizon Communication Inc. ( VZ ). APPLE INC ( AAPL ): Free Stock Analysis Report BRIGHTPOINT INC ( CELL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report NOKIA CP-ADR A ( NOK ): Free Stock Analysis Report RESEARCH IN MOT ( RIMM ): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. Recently, Brightpoint Inc. ( CELL ) announced its plan to start supplying Research In Motion 's ( RIMM ) BlackBerry handsets and other related software and accessories to its Malaysian distributors.
|
APPLE INC ( AAPL ): Free Stock Analysis Report BRIGHTPOINT INC ( CELL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report NOKIA CP-ADR A ( NOK ): Free Stock Analysis Report RESEARCH IN MOT ( RIMM ): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. Brightpoint is also enriching its service portfolio by offering different value added services to its clients, including call center support to customer, emission management services, as well as activation services to Dell Inc. ( DELL ), Nokia, and Verizon Communication Inc. ( VZ ). Recently, Brightpoint Inc. ( CELL ) announced its plan to start supplying Research In Motion 's ( RIMM ) BlackBerry handsets and other related software and accessories to its Malaysian distributors.
|
Brightpoint is also enriching its service portfolio by offering different value added services to its clients, including call center support to customer, emission management services, as well as activation services to Dell Inc. ( DELL ), Nokia, and Verizon Communication Inc. ( VZ ). APPLE INC ( AAPL ): Free Stock Analysis Report BRIGHTPOINT INC ( CELL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report NOKIA CP-ADR A ( NOK ): Free Stock Analysis Report RESEARCH IN MOT ( RIMM ): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. Therefore, in order to offset its loss of market share in Europe and North America, it teamed-up with Brightpoint to offer product training, in-store marketing expertise and point-of-sale support to BrightPoint's network partners in the country.
|
Brightpoint is also enriching its service portfolio by offering different value added services to its clients, including call center support to customer, emission management services, as well as activation services to Dell Inc. ( DELL ), Nokia, and Verizon Communication Inc. ( VZ ). APPLE INC ( AAPL ): Free Stock Analysis Report BRIGHTPOINT INC ( CELL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report NOKIA CP-ADR A ( NOK ): Free Stock Analysis Report RESEARCH IN MOT ( RIMM ): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. The company will not only distribute BlackBerry smartphones, but will also offer other logistic and supply chain expertise to its suppliers.
|
e992b137-9a12-440c-87fe-616370f2a75d
|
726781.0
|
2012-03-20 00:00:00 UTC
|
The Zacks Analyst Blog Highlights: Dell, EMC, NetApp, Intel and Hewlett-Packard - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-dell-emc-netapp-intel-and-hewlett-packard-press
|
nan
|
nan
|
For Immediate Release
Chicago, IL - March 20, 2012 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Dell Inc. ( DELL ), EMC ( EMC ), NetApp ( NTAP ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ).
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513
Here are highlights from Monday's Analyst Blog:
Growth Strategies for Dell
Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays.
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays.
The company has simplified the transition for customers with the help of specialized migration services, award-winning ProSupport and Copilot support and other financial incentives such as Dell Financial Services leasing options.
The company is now planning to build its first data center in India. This is in line with its plan made last year to spend $1.0 billion to build 10 new data centers, which will help the company to capitalize on the burgeoning popularity of cloud computing.
Moreover, with the acquisition of SonicWall the company has entered into the world of network security. The need for highly scalable and flexible network and information technology security across different industrial sectors has prompted consolidation in this area. The most noteworthy of these were Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc.
With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks.
Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Overall, we notice that the tech giant is becoming a more comprehensive provider to the enterprise segment. We believe this approach is exactly what Dell needs to compete against the likes of Hewlett-Packard.
The company has reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter and revenue improving marginally on a yearly basis. Though the PC maker has provided a weak sequential guidance (due to hard disk supply disruption), we believe growth prospects for fiscal 2013 remain strong.
Dell's focus has shifted from traditional PCs (low margin business) to high-margin cloud-computing. Exposure in the Electronic Medical Record sector, entry into the smartphone business, and high cash generation ability are positives for the company. However, mediocre operating performance is a reason for concern. This apart, stiff competition from other tech majors such as Hewlett-Packard Company, Apple Inc and Acer may pose some challenges to the company.
Currently, Dell has a short-term Buy recommendation, as indicated by the Zacks #2 Rank.
Want more from Zacks Equity Research? Subscribe to the free Profit from the Pros newsletter: http://at.zacks.com/?id=5515 .
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today: http://at.zacks.com/?id=5517
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leon Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=5518 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INTEL CORP ( INTC ): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays. Stocks recently featured in the blog include Dell Inc. ( DELL ), EMC ( EMC ), NetApp ( NTAP ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Monday's Analyst Blog: Growth Strategies for Dell Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business.
|
Stocks recently featured in the blog include Dell Inc. ( DELL ), EMC ( EMC ), NetApp ( NTAP ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Monday's Analyst Blog: Growth Strategies for Dell Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. 9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Monday's Analyst Blog: Growth Strategies for Dell Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. 9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks recently featured in the blog include Dell Inc. ( DELL ), EMC ( EMC ), NetApp ( NTAP ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ).
|
Stocks recently featured in the blog include Dell Inc. ( DELL ), EMC ( EMC ), NetApp ( NTAP ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). 9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here. Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Monday's Analyst Blog: Growth Strategies for Dell Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business.
|
3400354e-eb12-403c-b71e-cec5f0cc37ac
|
726782.0
|
2012-03-19 00:00:00 UTC
|
Salesforce Offers New Apps - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/salesforce-offers-new-apps-analyst-blog-2012-03-19
|
nan
|
nan
|
Enterprise cloud-solutions vendor Salesforce.com Inc. ( CRM ) announced the worldwide release of two new products in its annual customer event, Cloudforce. The two cloud-based products were Salesforce Rypple, a human resources management (HRM) solution, and Salesforce Site.com, which is a content management solution.
The Salesforce Rypple solution represents Salesforce's first step into the HRM space. The cloud company inherited the HRM capabilities through the acquisition of human resource software company Rypple, which specializes in performance management and goal-setting, in December 2011.
Rypple's cloud-based platform provides performance feedback to employees and helps management in evaluating employee performance. The platform also facilitates recruitment, management and employee empowerment in the social world.
Now, with the new product featuring Rypple's platform, firms will be able to improve the performance of their managers and employees by boosting team performance and appreciation.
Salesforce's Site.com is based on the Force.com platform and targets professionals who are engaged in the task of developing and publishing Web pages and landing pages specifically for marketing campaigns. The marketing professionals would feel free to use this platform without any help from IT professionals.
Rypple will be available at $5 per user per month and Site.com for $1500 per website per developer.
The need for interaction between different groups in the enterprise segment (managers, employees, customers, suppliers and so on) is leading to tremendous demand for "social" tools for enterprises. Demand is being further spurred by the mobile revolution that is taking over both customers and employees. The two new solutions, Salesforce Rypple and Salesforce Site.com are tools that facilitating this process of communication and interaction.
We are encouraged by Salesforce's growth prospects in the cloud. But continuous R&D investments, cost increases and stiff competition from Google Inc. ( GOOG ) and Microsoft Corp. ( MSFT ) are concerns. Tech giants Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ ) are also venturing into the cloud space, which could further increase competition, going forward.
Currently, Salesforce.com has a Zacks #5 Rank, implying a short-term Strong Sell rating.
SALESFORCE.COM ( CRM ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
MICROSOFT CORP ( MSFT ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Tech giants Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ ) are also venturing into the cloud space, which could further increase competition, going forward. SALESFORCE.COM ( CRM ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report MICROSOFT CORP ( MSFT ): Free Stock Analysis Report To read this article on Zacks.com click here. Enterprise cloud-solutions vendor Salesforce.com Inc. ( CRM ) announced the worldwide release of two new products in its annual customer event, Cloudforce.
|
SALESFORCE.COM ( CRM ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report MICROSOFT CORP ( MSFT ): Free Stock Analysis Report To read this article on Zacks.com click here. Tech giants Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ ) are also venturing into the cloud space, which could further increase competition, going forward. The two cloud-based products were Salesforce Rypple, a human resources management (HRM) solution, and Salesforce Site.com, which is a content management solution.
|
SALESFORCE.COM ( CRM ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report MICROSOFT CORP ( MSFT ): Free Stock Analysis Report To read this article on Zacks.com click here. Tech giants Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ ) are also venturing into the cloud space, which could further increase competition, going forward. The two cloud-based products were Salesforce Rypple, a human resources management (HRM) solution, and Salesforce Site.com, which is a content management solution.
|
Tech giants Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ ) are also venturing into the cloud space, which could further increase competition, going forward. SALESFORCE.COM ( CRM ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report GOOGLE INC-CL A ( GOOG ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report MICROSOFT CORP ( MSFT ): Free Stock Analysis Report To read this article on Zacks.com click here. The marketing professionals would feel free to use this platform without any help from IT professionals.
|
84534b89-3840-4d7c-858c-45ccaa79f133
|
726783.0
|
2012-03-19 00:00:00 UTC
|
Growth Strategies for Dell - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/growth-strategies-for-dell-analyst-blog-2012-03-19
|
nan
|
nan
|
Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays.
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays.
The company has simplified the transition for customers with the help of specialized migration services, award-winning ProSupport and Copilot support and other financial incentives such as Dell Financial Services leasing options.
The company is now planning to build its first data center in India. This is in line with its plan made last year to spend $1.0 billion to build 10 new data centers, which will help the company to capitalize on the burgeoning popularity of cloud computing.
Moreover, with the acquisition of SonicWall the company has entered into the world of network security. The need for highly scalable and flexible network and information technology security across different industrial sectors has prompted consolidation in this area. The most noteworthy of these were Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc.
With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks.
Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Overall, we notice that the tech giant is becoming a more comprehensive provider to the enterprise segment. We believe this approach is exactly what Dell needs to compete against the likes of Cisco Systems Inc. ( CSCO ) and Hewlett-Packard.
The company has reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter and revenue improving marginally on a yearly basis. Though the PC maker has provided a weak sequential guidance (due to hard disk supply disruption), we believe growth prospects for fiscal 2013 remain strong.
Dell's focus has shifted from traditional PCs (low margin business) to high-margin cloud-computing. Exposure in the Electronic Medical Record sector, entry into the smartphone business, and high cash generation ability are positives for the company. However, mediocre operating performance is a reason for concern. This apart, stiff competition from other tech majors such as Hewlett-Packard Company, Apple Inc.and Acer may pose some challenges to the company.
Currently, Dell has a short-term Buy recommendation, as indicated by the Zacks #2 Rank.
APPLE INC ( AAPL ): Free Stock Analysis Report
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays. Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. The most noteworthy of these were Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc. With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business.
|
cc1ad647-127b-47f6-8ef3-554a580a9e7e
|
726784.0
|
2012-03-19 00:00:00 UTC
|
Growth Strategies for Dell - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/growth-strategies-for-dell-analyst-blog-2012-03-19-0
|
nan
|
nan
|
Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays.
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays.
The company has simplified the transition for customers with the help of specialized migration services, award-winning ProSupport and Copilot support and other financial incentives such as Dell Financial Services leasing options.
The company is now planning to build its first data center in India. This is in line with its plan made last year to spend $1.0 billion to build 10 new data centers, which will help the company to capitalize on the burgeoning popularity of cloud computing.
Moreover, with the acquisition of SonicWall the company has entered into the world of network security. The need for highly scalable and flexible network and information technology security across different industrial sectors has prompted consolidation in this area. The most noteworthy of these were Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc.
With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks.
Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Overall, we notice that the tech giant is becoming a more comprehensive provider to the enterprise segment. We believe this approach is exactly what Dell needs to compete against the likes of Cisco Systems Inc. ( CSCO ) and Hewlett-Packard.
The company has reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter and revenue improving marginally on a yearly basis. Though the PC maker has provided a weak sequential guidance (due to hard disk supply disruption), we believe growth prospects for fiscal 2013 remain strong.
Dell's focus has shifted from traditional PCs (low margin business) to high-margin cloud-computing. Exposure in the Electronic Medical Record sector, entry into the smartphone business, and high cash generation ability are positives for the company. However, mediocre operating performance is a reason for concern. This apart, stiff competition from other tech majors such as Hewlett-Packard Company, Apple Inc.and Acer may pose some challenges to the company.
Currently, Dell has a short-term Buy recommendation, as indicated by the Zacks #2 Rank.
APPLE INC ( AAPL ): Free Stock Analysis Report
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
EMC CORP -MASS ( EMC ): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays. Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business. Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. The most noteworthy of these were Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc. With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. This new program will help the company to provide the cash credits and attractive lease terms for customers dealing with EMC CLARiiON CX, Celerra and VNX, and various NetApp FAS systems and will also help in upgrading the new Dell Compellent and EqualLogic modular storage arrays. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report EMC CORP -MASS ( EMC ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Apart from acquiring new companies to access new technologies and customers, the company is also witnessing a flow of customers from EMC ( EMC ) and NetApp ( NTAP ) legacy storage products to Dell storage arrays. Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Dell Inc. ( DELL ) is slowly adopting different strategic measures to improve its business.
|
80e00f45-0757-45ec-b487-8620b1c88fc2
|
726785.0
|
2012-03-16 00:00:00 UTC
|
4 Reasons Why these Unique Income Stocks are a Great Deal Right now...
|
DELL
|
https://www.nasdaq.com/articles/4-reasons-why-these-unique-income-stocks-are-great-deal-right-now-2012-03-16
|
nan
|
nan
|
In 2011, the large health care and pharmaceutical company Johnson & Johnson (NYSE: JNJ ) generated $13.9 billion in free cash flow and maintained its "AAA" credit rating .
The drug maker Pfizer (NYSE: PFE ) had more than $29 billion of cash and short-term investments on its balance sheet as of October 2011.
The tech giant Oracle (Nasdaq: ORCL ) had roughly $30 billion of cash and short-term investments on its balance sheet as of November 2011. In October 2011, computer company Dell (Nasdaq: DELL ) was sitting on more than $13 billion of cash on its books.
Do I want to invest in these cash-rich companies?
Not particularly.
These large and mature bellwethers have to work hard to provide enough growth each year to budge their bottom lines. That's one reason they buy so many young, small companies that are at the beginning of their growth-spurts.
For instance, in the past few years, Johnson & Johnson bought a number of small, fast-growing companies, such as Peninsula Pharmaceuticals, Tibotec-Virco NV and Acclarent.
Meanwhile, Pfizer scooped up BioRexis Pharmaceutical Corp., FodRX Pharmaceuticals and Excaliard Pharmaceuticals. Oracle acquired Ksplice, Eneca Technologies and Sleepycat Software. And Dell picked up Ocarina Networks, Boomi and Force10 Networks.
All of this leads me to ask: Why should I buy slower-growing mega-companies if I can buy what they are buying?
There's a hitch of course. All of the small companies I listed above were privately-held companies -- not publicly-traded on a stock exchange. But there is a workaround.
I may not be able to directly buy into small, privately-held companies -- but I can invest in a company that does.
Business-development companies (BDCs) loan money to private companies. In return, BDCs get back interest and -- in many cases -- an equity stake in the companies they loan to. If one of the companies in its portfolio is acquired or goes public, then the BDC gets a piece of the action. By law, BDCs must distribute 90% of their earnings to shareholders. As a result, BDC's have very rich dividend yields.
There are a number of reasons I like BDCs right now:
1. The hunt for yield
The Federal Reserve intends to keep its interest rates near zero, potentially through 2014. This policy has resulted in record low interest rates on Treasuries . Investors dependent on income aren't finding much to love about a five-year Treasury yield of 0.7%. As a result, income investors are scrambling for better-yielding securities, increasing the demand for real-estate investment trusts (REITs) and BDCs.
2. Strong merger and acquisition environment
In 2011, there were 10,241 merger and acquisition deals in the United States, worth a total of $1.03 trillion, up 15% from 2010. More than $219 billion of activity was generated by technology-related mergers, an increase of 17% compared with 2010.
Companies still have a lot of cash on the balance sheet. Global demand for goods and services may continue to be slow in 2012. And buying growth through acquisition is likely to continue to be the best course of action for large multinational companies this year.
3. IPOs set to rebound
By the middle of 2011, it was looking to be a strong year for initial public offerings. But when European debt worries flared in the summer, market conditions became too risky for most companies to go public. As a result, there is a bit of a backlog of companies poised to go public in 2012.
Most companies will likely wait, however, until Facebook goes public this year. Once that happens, I think a dam of smaller IPOs will be ready to break.
4. Weak banks and stronger domestic companies
The banking sector was one of the hardest-hit during the financial crisis. Even though the sector has been improving, there were still 844 banks on the FDIC Problem Bank List in the third quarter of 2011, and bank failures remain a weekly occurrence. Banks are still struggling to strengthen their capital and have been less willing or able to lend new money. This means BDCs and other venture capital firms are able to find stronger companies to loan to -- companies that would have been able to secure conventional bank credit in the past.
Risks to Consider: The vast majority of BDC holdings are small domestically-focused companies. International growth may slow due to Europe's debt woes, but the U.S. economy is on more solid footing, having grown by 2.8% in the fourth quarter. Also, unemployment has been on a downward trend.
Action to Take --> There are a number of available BDCs for investors. Some invest in a wide range of private enterprises, from small restaurant chains to small tool and die companies. Other BDCs are more specialized. For instance, there is one BDC, Medallion Financial Corp (Nasdaq: TAXI ) , that primarily loans money to taxicab companies. My favorite BDC specializes in lending to private technology and biotechnology companies. And get this: it yields about 8.5%. I like it so much in fact, I added 700 shares of it to my Stock of the Month portfolio in February.
Material costs have been high and volatile, causing problems for manufacturers. By contrast, many tech and biotech companies have very little exposure to commodities or industrial materials, resulting in more stable and predictable profit margins.
Overall, I think this could be a huge year for tiny tech companies. BDCs that lend money to these small enterprises may be the best way for investors to profit. And I think my February Stock of the Month is the best way for investors to tap into this private company sweet spot .
[ Note: As I said, I think BDCs in general are a goodoption for investors seeking income and growth in a "sweet spot" of the market right now. But out of fairness to my Stock of the Month subscribers, I can't reveal the name of the stock I purchased for my portfolio. To learn the name of the stock, as well as more about the newsletter, simply follow this link .]
-- Amy Calistri
Amy Calistri does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC does not hold positions in any securities mentioned in this article.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In October 2011, computer company Dell (Nasdaq: DELL ) was sitting on more than $13 billion of cash on its books. And Dell picked up Ocarina Networks, Boomi and Force10 Networks. The tech giant Oracle (Nasdaq: ORCL ) had roughly $30 billion of cash and short-term investments on its balance sheet as of November 2011.
|
In October 2011, computer company Dell (Nasdaq: DELL ) was sitting on more than $13 billion of cash on its books. And Dell picked up Ocarina Networks, Boomi and Force10 Networks. In 2011, the large health care and pharmaceutical company Johnson & Johnson (NYSE: JNJ ) generated $13.9 billion in free cash flow and maintained its "AAA" credit rating .
|
In October 2011, computer company Dell (Nasdaq: DELL ) was sitting on more than $13 billion of cash on its books. And Dell picked up Ocarina Networks, Boomi and Force10 Networks. I may not be able to directly buy into small, privately-held companies -- but I can invest in a company that does.
|
In October 2011, computer company Dell (Nasdaq: DELL ) was sitting on more than $13 billion of cash on its books. And Dell picked up Ocarina Networks, Boomi and Force10 Networks. Business-development companies (BDCs) loan money to private companies.
|
6456b86c-8e9e-4ee6-9807-a233a8917a29
|
726786.0
|
2012-03-15 00:00:00 UTC
|
The Zacks Analyst Blog Highlights: Dell, Cisco Systems, Juniper Networks, Intel and Hewlett-Packard - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-dell-cisco-systems-juniper-networks-intel-and-hewlett
|
nan
|
nan
|
For Immediate Release
Chicago, IL - March 15, 2012 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ).
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513
Here are highlights from Wednesday's Analyst Blog:
Dell Captures SonicWall
Dell Inc. ( DELL ) has moved a step forward to boost its enterprise technology portfolio, with the takeover of network security and data protection software vendor SonicWall, for an undisclosed sum. The acquisition reflects the world's third largest PC maker's increasing focus on the higher-margin segments, such as software, storage and services.
San Jose, California-based SonicWall is a key player in the advanced network security and data protection market. The company provides next-generation firewall technology and unified threat management (UTM) software. SonicWall has a diverse product line that largely targets small and medium businesses (SMBs).
However, the company is now turning its attention to large enterprises with a new firewall offering. SonicWall competes primarily with networking giants Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ) and others.
SonicWall's assets will help Dell to deliver extensive security product suites. Dell's exposure to the SMB sector will be much stronger. Last quarter, Dell's SMB segment reported 6.0% year-over-year growth, which was much better than the performances by other segments. We believe that with SonicWall, Dell's SMB revenue could witness a boost going forward.
Post completion (some time in the second half of 2012), the acquisition is expected to be accretive to earnings. Moreover, Dell would be able to compete in the UTM market, which, according to the tech research firm IDC, could grow at a CAGR of 13.0% through 2015.
Dell has been eyeing the security space for long. The company acquired KACE in February 2010. KACE was a provider of systems management appliances and supported Dell in delivering end-point security. Information-security services firm SecureWorks Inc. was acquired in August 2011 for its excellence in managed security services, security and risk consulting, and threat intelligence.
The need for highly scalable and flexible network and information technology security across different industrial sectors has actually prompted consolidation in this area. We have seen a couple of acquisitions in 2011. Of these, Intel Corp. 's ( INTC ) acquisition of McAfee Inc. and Hewlett-Packard Co. 's ( HPQ ) acquisition of ArcSight Inc. are worth mentioning.
With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks.
We see that Dell has also been very active in expanding its storage and networking business through successive acquisitions. However, we are concerned about soft demand in the Consumer segment, a high debt level and stiff competition from technology majors. But we believe that increased IT spending could help fundamentals.
Currently, Dell has a short-term Buy recommendation, as indicated by the Zacks #2 Rank.
Want more from Zacks Equity Research? Subscribe to the free Profit from the Pros newsletter: http://at.zacks.com/?id=5515 .
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today: http://at.zacks.com/?id=5517
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leon Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=5518 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
INTEL CORP ( INTC ): Free Stock Analysis Report
JUNIPER NETWRKS ( JNPR ): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
With inputs from SonicWall, SecurityWorks and KACE, Dell will be able to expand its Security-as-a-Service offering and enable customers to easily access reliable, capable and innovative information security to fight frequent and severe cyber attacks. Stocks recently featured in the blog include Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Wednesday's Analyst Blog: Dell Captures SonicWall Dell Inc. ( DELL ) has moved a step forward to boost its enterprise technology portfolio, with the takeover of network security and data protection software vendor SonicWall, for an undisclosed sum.
|
Stocks recently featured in the blog include Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Wednesday's Analyst Blog: Dell Captures SonicWall Dell Inc. ( DELL ) has moved a step forward to boost its enterprise technology portfolio, with the takeover of network security and data protection software vendor SonicWall, for an undisclosed sum. 9339 support@zacks.com http://www.zacks.com CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report JUNIPER NETWRKS ( JNPR ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Wednesday's Analyst Blog: Dell Captures SonicWall Dell Inc. ( DELL ) has moved a step forward to boost its enterprise technology portfolio, with the takeover of network security and data protection software vendor SonicWall, for an undisclosed sum. 9339 support@zacks.com http://www.zacks.com CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report INTEL CORP ( INTC ): Free Stock Analysis Report JUNIPER NETWRKS ( JNPR ): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks recently featured in the blog include Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ).
|
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513 Here are highlights from Wednesday's Analyst Blog: Dell Captures SonicWall Dell Inc. ( DELL ) has moved a step forward to boost its enterprise technology portfolio, with the takeover of network security and data protection software vendor SonicWall, for an undisclosed sum. Stocks recently featured in the blog include Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Juniper Networks Inc. ( JNPR ), Intel Corp. ( INTC ) and Hewlett-Packard Co. ( HPQ ). SonicWall's assets will help Dell to deliver extensive security product suites.
|
c7a5c5ef-c817-4999-bef0-1c6c85e84fbb
|
726787.0
|
2012-03-13 00:00:00 UTC
|
After Hours Most Active for Mar 13, 2012 : CCI, BAC, C, QQQ, NOK, JPM, S, ESRX, MSFT, DELL, INTC, CSCO
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-mar-13-2012-cci-bac-c-qqq-nok-jpm-s-esrx-msft-dell-intc-csco-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.27 to 2,707.14. The total After hours volume is currently 42,309,016 shares traded.
The following are the most active stocks for the after hours session:
Crown Castle International Corporation ( CCI ) is -0.46 at $53.52, with 17,178,465 shares traded. As reported by Zacks, the current mean recommendation for CCI is in the "buy range".
Bank of America Corporation ( BAC ) is +0.01 at $8.50, with 13,714,038 shares traded. BAC's current last sale is 94.44% of the target price of $9.
Citigroup Inc. ( C ) is -1.17 at $35.28, with 9,616,788 shares traded. As reported by Zacks, the current mean recommendation for C is in the "buy range".
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.04 at $66.22, with 5,824,913 shares traded., following a 52-week high recorded in today's regular session.
Nokia Corporation ( NOK ) is unchanged at $5.05, with 2,994,854 shares traded. NOK's current last sale is 84.17% of the target price of $6.
J P Morgan Chase & Co ( JPM ) is -0.24 at $43.15, with 2,023,876 shares traded. As reported by Zacks, the current mean recommendation for JPM is in the "buy range".
Sprint Nextel Corporation ( S ) is -0.02 at $2.77, with 1,918,585 shares traded. S's current last sale is 92.33% of the target price of $3.
Express Scripts, Inc. ( ESRX ) is unchanged at $54.46, with 1,241,208 shares traded. As reported in the last short interest update the days to cover for ESRX is 9.953974; this calculation is based on the average trading volume of the stock.
Microsoft Corporation ( MSFT ) is -0.01 at $32.66, with 1,182,318 shares traded., following a 52-week high recorded in today's regular session.
Dell Inc. ( DELL ) is -0.01 at $17.22, with 1,042,592 shares traded. Over the last four weeks they have had 11 up revisions for the earnings forecast, for the fiscal quarter ending Apr 2012. The consensus EPS forecast is $0.47. DELL's current last sale is 86.1% of the target price of $20.
Intel Corporation ( INTC ) is +0.04 at $27.53, with 728,662 shares traded. INTC's current last sale is 98.32% of the target price of $28.
Cisco Systems, Inc. ( CSCO ) is -0.02 at $20.20, with 679,205 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.01 at $17.22, with 1,042,592 shares traded. DELL's current last sale is 86.1% of the target price of $20. The following are the most active stocks for the after hours session: Crown Castle International Corporation ( CCI ) is -0.46 at $53.52, with 17,178,465 shares traded.
|
Dell Inc. ( DELL ) is -0.01 at $17.22, with 1,042,592 shares traded. DELL's current last sale is 86.1% of the target price of $20. The total After hours volume is currently 42,309,016 shares traded.
|
Dell Inc. ( DELL ) is -0.01 at $17.22, with 1,042,592 shares traded. DELL's current last sale is 86.1% of the target price of $20. The following are the most active stocks for the after hours session: Crown Castle International Corporation ( CCI ) is -0.46 at $53.52, with 17,178,465 shares traded.
|
DELL's current last sale is 86.1% of the target price of $20. Dell Inc. ( DELL ) is -0.01 at $17.22, with 1,042,592 shares traded. The following are the most active stocks for the after hours session: Crown Castle International Corporation ( CCI ) is -0.46 at $53.52, with 17,178,465 shares traded.
|
2b902be8-8a7c-482e-a1ba-ba65bdc00596
|
726788.0
|
2012-03-13 00:00:00 UTC
|
After Hours Most Active for Mar 13, 2012 : CCI, BAC, QQQ, C, NOK, WFC, ESRX, JPM, DELL, MSFT, MU, SPLS
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-mar-13-2012-cci-bac-qqq-c-nok-wfc-esrx-jpm-dell-msft-mu-spls-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.23 to 2,696.2. The total After hours volume is currently 33,793,646 shares traded.
The following are the most active stocks for the after hours session:
Crown Castle International Corporation ( CCI ) is -0.85 at $53.13, with 17,173,965 shares traded. As reported by Zacks, the current mean recommendation for CCI is in the "buy range".
Bank of America Corporation ( BAC ) is -0.06 at $8.43, with 8,560,688 shares traded. BAC's current last sale is 93.67% of the target price of $9.
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.06 at $66.20, with 4,965,771 shares traded., following a 52-week high recorded in today's regular session.
Citigroup Inc. ( C ) is -1.45 at $35.00, with 4,647,351 shares traded. As reported by Zacks, the current mean recommendation for C is in the "buy range".
Nokia Corporation ( NOK ) is -0.0302 at $5.02, with 2,011,130 shares traded. NOK's current last sale is 83.66% of the target price of $6.
Wells Fargo & Company ( WFC ) is unchanged at $33.33, with 1,230,128 shares traded., following a 52-week high recorded in today's regular session.
Express Scripts, Inc. ( ESRX ) is unchanged at $54.46, with 1,206,879 shares traded. As reported in the last short interest update the days to cover for ESRX is 9.953974; this calculation is based on the average trading volume of the stock.
J P Morgan Chase & Co ( JPM ) is -0.42 at $42.97, with 1,142,580 shares traded. As reported by Zacks, the current mean recommendation for JPM is in the "buy range".
Dell Inc. ( DELL ) is unchanged at $17.23, with 929,767 shares traded. Over the last four weeks they have had 11 up revisions for the earnings forecast, for the fiscal quarter ending Apr 2012. The consensus EPS forecast is $0.47. DELL's current last sale is 86.15% of the target price of $20.
Microsoft Corporation ( MSFT ) is unchanged at $32.67, with 683,272 shares traded., following a 52-week high recorded in today's regular session.
Micron Technology, Inc. ( MU ) is -0.04 at $8.45, with 542,493 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending May 2012. The consensus EPS forecast is $-0.01. As reported by Zacks, the current mean recommendation for MU is in the "buy range".
Staples, Inc. ( SPLS ) is unchanged at $15.54, with 488,717 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2012. The consensus EPS forecast is $0.5. As reported by Zacks, the current mean recommendation for SPLS is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $17.23, with 929,767 shares traded. DELL's current last sale is 86.15% of the target price of $20. The following are the most active stocks for the after hours session: Crown Castle International Corporation ( CCI ) is -0.85 at $53.13, with 17,173,965 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $17.23, with 929,767 shares traded. DELL's current last sale is 86.15% of the target price of $20. The total After hours volume is currently 33,793,646 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $17.23, with 929,767 shares traded. DELL's current last sale is 86.15% of the target price of $20. The following are the most active stocks for the after hours session: Crown Castle International Corporation ( CCI ) is -0.85 at $53.13, with 17,173,965 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $17.23, with 929,767 shares traded. DELL's current last sale is 86.15% of the target price of $20. Citigroup Inc. ( C ) is -1.45 at $35.00, with 4,647,351 shares traded.
|
19c0bac3-900e-4403-b318-79c758416ec4
|
726789.0
|
2012-03-12 00:00:00 UTC
|
H-P to Serve Automobile Club - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-to-serve-automobile-club-analyst-blog-2012-03-12
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) recently announced another win for its Enterprise Services unit. The tech giant clinched a 5-year service deal with the Royal Automobile Club of Cataluña (RACC). Financial details of the deal were kept confidential.
Well equipped with 2,000 professionals, a fleet of 2,500 vehicles, aircraft and medical helicopters and a 24-hour phone service, the RACC is engaged in providing emergency breakdown support to its more than million annual subscribers.
H-P's services will help RACC improve its efficiency and productivity through proper management of the IT applications. Leveraging the enterprise services, RACC will be able to focus on increasing the quality of its services, while optimizing costs and driving growth within the organization.
Years of expertise and quality services have forced customers to select H-P Enterprise Services. Earlier this month, the U.S. Department of Veterans Affairs extended a service deal with H-P. In February, H-P signed a service deal with the U.S. General Services Administration for a sum of $48.0 million, under which the company is helping the agency in managing personal details of 500,000 federal employees. H-P was also awarded a service deal extension by the North Carolina Department of Health and Human Services for an undisclosed amount.
H-P delivered a marginal 1.0% year-over-year growth in its Services revenue in the first quarter of 2012. Within the segment, Technology Services revenue increased 2%, Application and Business Services revenue was flat and IT Outsourcing revenue recorded a growth of 2% year over year.
Despite winning a gamut of service deals, H-P's services did not perform well in the past few quarters. We have noticed that a huge amount of deals come from the government vertical. The contract prices of these government deals are not encouraging enough to drive revenue growth.
We are concerned regarding the last quarter results, which lacked luster compared with the year-ago period. But we are looking forward to the implementation of Meg Whitman's strategies and are encouraged about H-P's focus shift to the higher-margin cloud computing arena. This will be beneficial to H-P since the company is not making desired profits from its legacy PC business. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market.
Currently, H-P has a Zacks #3, implying a short-term Hold recommendation.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. The tech giant clinched a 5-year service deal with the Royal Automobile Club of Cataluña (RACC).
|
APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. Within the segment, Technology Services revenue increased 2%, Application and Business Services revenue was flat and IT Outsourcing revenue recorded a growth of 2% year over year.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. In February, H-P signed a service deal with the U.S. General Services Administration for a sum of $48.0 million, under which the company is helping the agency in managing personal details of 500,000 federal employees.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. In February, H-P signed a service deal with the U.S. General Services Administration for a sum of $48.0 million, under which the company is helping the agency in managing personal details of 500,000 federal employees.
|
5e1e2f42-3212-4937-a643-28ac37b98282
|
726790.0
|
2012-03-12 00:00:00 UTC
|
A New Taker for Dell's OEM Solutions - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/a-new-taker-for-dells-oem-solutions-analyst-blog-2012-03-12
|
nan
|
nan
|
Information Technology ( IT ) major Dell Inc. ( DELL ) recently announced that it has found a new taker for its "Dell OEM Solutions". The company has struck a deal with Panama-based small-business start-up Gratifon S.A., whereby Dell will provide its industrial OptiPlex XE PCs and cloud services. Dell's technology will be used in Gratifon's 50 kiosks, enabling them to provide free sponsored phone calls to residents and tourists in Panama. Moreover, Dell's OEM solutions will facilitate Gratifon to focus on new business strategies aimed for future growth
Gratifon was essentially on the look out for PCs that would withstand the humid, hot weather of Central America to power its kiosks. Consequently, the company has chosen Dell OEM Solutions' industrial OptiPlex XE PCs, which offers better lifecycle for a minimum period of three years and can operate efficiently in higher temperatures. OptiPlex XE PCs come with lower field maintenance costs with component-level stability and standards-based remote management and facilitates steady performance required to make quick calls, run high definition video and enhance user experience.
We believe that this is solution is expected to attract other industrial customers as well and has the potential to increase the business volume. Moreover, the company is planning to roll out new servers to attract new customers in this segment.
The company has recently upgraded its portfolio of blade, rack and tower PowerEdge servers for use in demanding enterprise environments. The company continues to add new features to improve the efficiency and functions of the server. The new range of servers is expected attract customers from the small businesses to hyper-scale data centers and can improve the efficiency of their business operation.
Apart from industrial application and storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July last year. Overall, we notice that the tech giant is evolving as a comprehensive provider of PC solutions to the enterprise segment. We believe that this approach is exactly what is expected of Dell to compete against the likes of Cisco Systems Inc. ( CSCO ) and Hewlett-Packard Co. ( HPQ ).
Though we understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will remain concerns, we believe that Dell will successfully capitalize on increasing IT expenditure and exhibit top-line improvement going forward.
Currently, Dell has a short-term Buy rating, as indicated by the Zacks #2 Rank.
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Consequently, the company has chosen Dell OEM Solutions' industrial OptiPlex XE PCs, which offers better lifecycle for a minimum period of three years and can operate efficiently in higher temperatures. Though we understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will remain concerns, we believe that Dell will successfully capitalize on increasing IT expenditure and exhibit top-line improvement going forward. Information Technology ( IT ) major Dell Inc. ( DELL ) recently announced that it has found a new taker for its "Dell OEM Solutions".
|
The company has struck a deal with Panama-based small-business start-up Gratifon S.A., whereby Dell will provide its industrial OptiPlex XE PCs and cloud services. Consequently, the company has chosen Dell OEM Solutions' industrial OptiPlex XE PCs, which offers better lifecycle for a minimum period of three years and can operate efficiently in higher temperatures. CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Information Technology ( IT ) major Dell Inc. ( DELL ) recently announced that it has found a new taker for its "Dell OEM Solutions". Consequently, the company has chosen Dell OEM Solutions' industrial OptiPlex XE PCs, which offers better lifecycle for a minimum period of three years and can operate efficiently in higher temperatures. CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell's technology will be used in Gratifon's 50 kiosks, enabling them to provide free sponsored phone calls to residents and tourists in Panama. Information Technology ( IT ) major Dell Inc. ( DELL ) recently announced that it has found a new taker for its "Dell OEM Solutions". The company has struck a deal with Panama-based small-business start-up Gratifon S.A., whereby Dell will provide its industrial OptiPlex XE PCs and cloud services.
|
44e0caa5-4ec0-4a6a-a28f-198463eb8beb
|
726791.0
|
2012-03-12 00:00:00 UTC
|
After Hours Most Active for Mar 12, 2012 : XEL, BAC, HNZ, DPS, CB, CEG, CINF, QQQ, SIRI, MSFT, URBN, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-mar-12-2012-xel-bac-hnz-dps-cb-ceg-cinf-qqq-siri-msft-urbn-dell
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .94 to 2,647.79. The total After hours volume is currently 12,186,406 shares traded.
The following are the most active stocks for the after hours session:
Xcel Energy Inc. ( XEL ) is -0.0101 at $27.03, with 1,326,745 shares traded. XEL's current last sale is 96.54% of the target price of $28.
Bank of America Corporation ( BAC ) is unchanged at $7.99, with 1,267,023 shares traded. BAC's current last sale is 88.78% of the target price of $9.
H.J. Heinz Company ( HNZ ) is -0.1794 at $53.01, with 1,042,646 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Jul 2012. The consensus EPS forecast is $0.83. HNZ's current last sale is 93% of the target price of $57.
Dr Pepper Snapple Group, Inc ( DPS ) is unchanged at $38.53, with 986,557 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.77. DPS's current last sale is 93.98% of the target price of $41.
Chubb Corporation (The) ( CB ) is +0.1086 at $67.88, with 961,710 shares traded. CB's current last sale is 91.73% of the target price of $74.
Constellation Energy Group, Inc. ( CEG ) is -0.04 at $37.19, with 878,769 shares traded. CEG's current last sale is 92.98% of the target price of $40.
Cincinnati Financial Corporation ( CINF ) is unchanged at $35.11, with 668,232 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2012. The consensus EPS forecast is $0.41. As reported in the last short interest update the days to cover for CINF is 8.115718; this calculation is based on the average trading volume of the stock.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.02 at $65.07, with 520,961 shares traded. This represents a 30.32% increase from its 52 Week Low.
Sirius XM Radio Inc. ( SIRI ) is +0.01 at $2.33, with 482,288 shares traded. SIRI's current last sale is 91.37% of the target price of $2.55.
Microsoft Corporation ( MSFT ) is unchanged at $32.04, with 452,960 shares traded. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Urban Outfitters, Inc. ( URBN ) is +1 at $30.51, with 386,834 shares traded. Over the last four weeks they have had 8 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2012. The consensus EPS forecast is $0.43. RTT News Reports: Urban Outfitters Inc. ( URBN ) Is Rising On Q4 Earnings News
Dell Inc. ( DELL ) is unchanged at $16.96, with 371,249 shares traded. Over the last four weeks they have had 11 up revisions for the earnings forecast, for the fiscal quarter ending Apr 2012. The consensus EPS forecast is $0.47. DELL's current last sale is 84.8% of the target price of $20.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
RTT News Reports: Urban Outfitters Inc. ( URBN ) Is Rising On Q4 Earnings News Dell Inc. ( DELL ) is unchanged at $16.96, with 371,249 shares traded. DELL's current last sale is 84.8% of the target price of $20. The following are the most active stocks for the after hours session: Xcel Energy Inc. ( XEL ) is -0.0101 at $27.03, with 1,326,745 shares traded.
|
RTT News Reports: Urban Outfitters Inc. ( URBN ) Is Rising On Q4 Earnings News Dell Inc. ( DELL ) is unchanged at $16.96, with 371,249 shares traded. DELL's current last sale is 84.8% of the target price of $20. The total After hours volume is currently 12,186,406 shares traded.
|
RTT News Reports: Urban Outfitters Inc. ( URBN ) Is Rising On Q4 Earnings News Dell Inc. ( DELL ) is unchanged at $16.96, with 371,249 shares traded. DELL's current last sale is 84.8% of the target price of $20. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Jul 2012.
|
RTT News Reports: Urban Outfitters Inc. ( URBN ) Is Rising On Q4 Earnings News Dell Inc. ( DELL ) is unchanged at $16.96, with 371,249 shares traded. DELL's current last sale is 84.8% of the target price of $20. HNZ's current last sale is 93% of the target price of $57.
|
f1ba180d-ec39-4b0f-a989-f01a63b6e25c
|
726792.0
|
2012-03-09 00:00:00 UTC
|
Hewlett Packard Services in Demand - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/hewlett-packard-services-in-demand-analyst-blog-2012-03-09
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) recently announced that it has been awarded a service deal extension with the U.S. Department of Veterans Affairs (VA). Per the contract, HP will continue being the prime contractor for the Compensation and Pension Record Interchange (CAPRI) support program of the agency. Financial details of the deal were kept confidential.
The U.S. agency is engaged in the task of providing disability compensation, pension, education, home loans, life insurance, vocational rehabilitation, survivors' benefits, medical benefits and burial benefits to veterans and their families. The CAPRI program is targeted at the improvement of services to disabled veterans.
HP has been working on this CAPRI program for the past 10 years. The deal extension will require HP to provide business process analysis, testing services and overall project management along with software design, development and support services. The company's expertise will help the U.S. Department to provide veterans prompt online access to medical data, which will accelerate benefits determination and claims processing.
HP has been serving government verticals for a long time. The gamut of deals gives the leading PC vendor a wide exposure to this space. In February, HP signed a service deal with the U.S. General Services Administration for a sum of $48.0 million, under which the company will help the agency in managing personal details of 500,000 federal employees. HP was also awarded a service deal extension by the North Carolina Department of Health and Human Services for an undisclosed amount.
HP delivered a marginal 1.0% year-over-year growth in its Services revenue in the first quarter of 2012. Within the segment, Technology Services revenue increased 2%, Application and Business Services revenue was flat and IT Outsourcing revenue recorded a growth of 2% year over year.
HP's expert services may attract a number of government deals but the contract prices are not encouraging enough to drive revenue growth.
We are concerned regarding the last quarter results, which were lackluster compared with the year-ago period. But we are looking forward to the implementation of Meg Whitman's strategies and are encouraged about HP's focus shift to the higher-margin cloud computing arena.
This will be beneficial to HP since the company is not making desired profits from its legacy PC business. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market.
Currently, HP has a Zacks #3 Rank, implying a short-term Hold rating.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) recently announced that it has been awarded a service deal extension with the U.S. Department of Veterans Affairs (VA).
|
APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. Per the contract, HP will continue being the prime contractor for the Compensation and Pension Record Interchange (CAPRI) support program of the agency.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. The deal extension will require HP to provide business process analysis, testing services and overall project management along with software design, development and support services.
|
Nevertheless, the tech giant continues to lead Dell Inc. ( DELL ) and Apple Inc. ( AAPL ) in the PC market. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. The deal extension will require HP to provide business process analysis, testing services and overall project management along with software design, development and support services.
|
a527d60a-8370-496e-9c32-0b2292c4b471
|
726793.0
|
2012-02-27 00:00:00 UTC
|
AppAssure in Dell Storage - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/appassure-in-dell-storage-analyst-blog-2012-02-27
|
nan
|
nan
|
Dell Inc. ( DELL ) reportedly acquired backup and recovery software maker AppAssure Software for an undisclosed amount, last Friday. The acquisition reflects the world's third largest PC maker's shift toward the higher margin segments, such as software, storage and services.
Six-year old Virginia-based AppAssure is in the business of developing backup and recovery software for all storage infrastructures (virtual, physical and cloud). The company's solutions specialize in protecting data center applications through prompt and accurate recovery in case of a power outage, human error or other unavoidable circumstances.
AppAssure's offerings will go hand-in-hand with Dell's cloud storage offerings. Dell's storage offerings drive efficiency and reduce costs by streamlining operations. From now on, the company will be able to deliver an integrated solution clubbing data center application software as well as an application backup and recovery software.
Dell has been working hard to expand its storage portfolio for the past few years. Dell entered the storage market in 2008 with its purchase of EqualLogic. However, the company was out of luck with its much-hyped bid for 3PAR Inc., losing out to archrival Hewlett-Packard Co. ( HPQ ) in August 2010. 3PAR provides highly virtualized storage solutions with advanced data management features such as dynamic tiering and thin provisioning for cloud computing environments.
But Dell made up for the loss with the acquisition of Compellent Technologies Inc. in February 2011. Compellent is the global provider of enterprise data storage systems, which facilitate the automation of data movement and management at the block or granular level.
We are unclear about the extent to which the acquisition will be financially accretive to Dell. But we believe that the continuous enhancements in the storage vertical would lead to a much higher percentage of total revenue, going forward. Dell currently generates 3.0% of total revenue from its storage business.
Apart from storage, Dell has also expanded its networking capabilities with the acquisition of Force 10 Networks in July 2011. Overall, we notice that the tech giant is becoming a more comprehensive provider to the enterprise segment. We believe this approach is exactly what Dell needs to compete against the likes of Cisco Systems Inc. ( CSCO ) and Hewlett-Packard Co.
Though we understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will continue to remain concerns, we feel that Dell will successfully capitalize on increasing IT expenditures and show top-line improvement.
Currently, Dell has a short-term Buy recommendation, as indicated by the Zacks #2 Rank.
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Though we understand that soft demand in the Consumer segment, a high debt level and stiff competition from technology majors will continue to remain concerns, we feel that Dell will successfully capitalize on increasing IT expenditures and show top-line improvement. Dell Inc. ( DELL ) reportedly acquired backup and recovery software maker AppAssure Software for an undisclosed amount, last Friday. AppAssure's offerings will go hand-in-hand with Dell's cloud storage offerings.
|
Dell Inc. ( DELL ) reportedly acquired backup and recovery software maker AppAssure Software for an undisclosed amount, last Friday. CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. AppAssure's offerings will go hand-in-hand with Dell's cloud storage offerings.
|
Dell Inc. ( DELL ) reportedly acquired backup and recovery software maker AppAssure Software for an undisclosed amount, last Friday. AppAssure's offerings will go hand-in-hand with Dell's cloud storage offerings. CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Dell Inc. ( DELL ) reportedly acquired backup and recovery software maker AppAssure Software for an undisclosed amount, last Friday. We believe this approach is exactly what Dell needs to compete against the likes of Cisco Systems Inc. ( CSCO ) and Hewlett-Packard Co. AppAssure's offerings will go hand-in-hand with Dell's cloud storage offerings.
|
edb99bb8-3231-442e-8f36-2cbd3d4c54e2
|
726794.0
|
2012-02-23 00:00:00 UTC
|
Zacks Bull and Bear of the Day Highlights: Pool, Excel Maritime Carriers, Hewlett-Packard, Dell and Safeway - Press Releases
|
DELL
|
https://www.nasdaq.com/articles/zacks-bull-and-bear-of-the-day-highlights%3A-pool-excel-maritime-carriers-hewlett-packard
|
nan
|
nan
|
For Immediate Release
Chicago, IL - February 23, 2012 - Zacks Equity Research highlights: Pool Corp. ( POOL ) as the Bull of the Day and Excel Maritime Carriers ( EXM ) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), Dell, Inc. ( DELL ) and Safeway ( SWY ).
Full analysis of all these stocks is available at http://at.zacks.com/?id=2678 .
Here is a synopsis of all five stocks:
Bull of the Day :
Although Pool Corp. ( POOL ) is expected to face tougher comparisons ahead amid weak growth in new pool construction and faltering consumer confidence, the company boasts a strong market position and earnings power. Pool is an acknowledged leader in the industry.
The potential for further market share gains and cost-containment initiatives augur well for the company. Pool's results reflect continued growth in its struggling green business. Amid tough business environment, Pool's revenue has been marching ahead.
The company also expects the market condition to improve beyond 2012. Hence, we rate the stock Outperform. Our six-month target price of $45.00 equates to 26.2x our earnings estimate for 2012. This price target implies an expected total return of 20.1% over that period.
Bear of the Day :
We downgrade our recommendation on Excel Maritime Carriers ( EXM ) to Underperform ahead of its fourth quarter of 2011 financial results. We believe the drybulk shipping industry has a gloomy outlook, facing serious challenges since spot vessel rates collapsed significantly.
The sole reason for this dismal condition is the sheer increase of newbuild ships under operation, which resulted in intense price competition. The spot rates of drybulk vessels have fallen to such low levels that even surging commodity prices in the Asian markets have failed to offset the loss of the vessel owners. We believe continuation of this pricing trend will certainly jeopardize the company's future financials.
In the last couple of quarters, Excel Maritime took a severe hit on its time charter equivalent rate. Additionally, its balance sheet is highly leveraged. We do not find any near-term catalyst.
Latest Posts on the Zacks Analyst Blog :
H-P Earnings Beat, Revs Miss
Times are tough these days for PC makers. Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday.
Hewlett-Packard reported earnings of 92 cents per share, a 5.75% positive surprise, on revenues totaling $30 billion in the quarter. But this was a pretty low hurdle to get over; in fact, the Zacks Consensus Estimate for the quarter had not moved from 87 cents per share the entire quarter, despite 2 analysts upwardly revising estimates within the past month.
This is typical of H-P's relationship with the analysts covering the company: tepid, modest growth expected, and a tepid, modest beat on the bottom line. H-P has averaged a positive earnings surprise of 3.8% over the past 4 quarters.
So Why the Sell-Off?
Though the bottom line posted a beat, revenues missed. The Zacks Consensus was looking for $30.8 billion in sales for the quarter.
Further, guidance for H-P's Q2 fell to 90-91 cents, lower than the 95 cents expected from the Zacks Consensus. Also, consumer client PC sales fell 25% in the quarter, and consumer printer sales were down 15%. These are obviously not very good numbers, so the headline earnings beat looks to be masking some deeper issues at H-P.
Everyone knows CEO Meg Whitman is doing plenty of heavy lifting to get H-P back on track following the tenure of her predecessor Leo Apotheker. And the world's biggest PC maker is looking for volume growth to increase considerably in 2012 from the previous couple years. But just when H-P will finally gain some traction and see top-line growth is the question.
Earnings Preview: Safeway
Safeway ( SWY ), a leading food and drug retailer in North America, is scheduled to report its fourth quarter and fiscal 2011 results on Thursday, February 23 before the opening bell. The current Zacks Consensus Estimate for revenues and earnings per share for the quarter are pegged at $13.5 billion and 64 cents, respectively. For fiscal 2011, earnings are expected to be $1.72 on revenues of $43.45 billion, according to the Zacks Consensus Estimate.
Safeway had witnessed sluggish revenue growth primarily due to unemployment, deflation and price competition, which makes budget-conscious shoppers more alert. However, the company expects the scenario to improve going forward, aided by better volume and pricing. We are also encouraged by the company's cost-saving activities, which is likely to improve margins further.
Moreover, Safeway intends to strengthen its presence in international markets. The company is expanding its international business, especially in Canada, Australia and the UK.
Get the full analysis of all these stocks by going to http://at.zacks.com/?id=2649 .
About the Bull and Bear of the Day
Every day, the analysts at Zacks Equity Research select two stocks that are likely to outperform (Bull) or underperform (Bear) the markets over the next 3-6 months.
About the Analyst Blog
Updated throughout every trading day, the Analyst Blog provides analysis from Zacks Equity Research about the latest news and events impacting stocks and the financial markets.
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous analyst coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today by visiting http://at.zacks.com/?id=7158 .
About Zacks
Zacks.com is a property of Zacks Investment Research , Inc., which was formed in 1978 by Leonard Zacks. As a PhD from MIT Len knew he could find patterns instock market datathat would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank , which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment
Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=4582 .
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
http://www.zacks.com
DELL INC ( DELL ): Free Stock Analysis Report
EXCEL MARITIME ( EXM ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
POOL CORP ( POOL ): Free Stock Analysis Report
SAFEWAY INC ( SWY ): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), Dell, Inc. ( DELL ) and Safeway ( SWY ). Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. 9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EXCEL MARITIME ( EXM ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report POOL CORP ( POOL ): Free Stock Analysis Report SAFEWAY INC ( SWY ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EXCEL MARITIME ( EXM ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report POOL CORP ( POOL ): Free Stock Analysis Report SAFEWAY INC ( SWY ): Free Stock Analysis Report To read this article on Zacks.com click here. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), Dell, Inc. ( DELL ) and Safeway ( SWY ). Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday.
|
9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EXCEL MARITIME ( EXM ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report POOL CORP ( POOL ): Free Stock Analysis Report SAFEWAY INC ( SWY ): Free Stock Analysis Report To read this article on Zacks.com click here. In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), Dell, Inc. ( DELL ) and Safeway ( SWY ). Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday.
|
In addition, Zacks Equity Research provides analysis on Hewlett-Packard ( HPQ ), Dell, Inc. ( DELL ) and Safeway ( SWY ). Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. 9339 support@zacks.com http://www.zacks.com DELL INC ( DELL ): Free Stock Analysis Report EXCEL MARITIME ( EXM ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report POOL CORP ( POOL ): Free Stock Analysis Report SAFEWAY INC ( SWY ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
8864800c-5086-4d2c-a5c4-c4bb78a7469c
|
726795.0
|
2012-02-22 00:00:00 UTC
|
A Dearth of Positive Catalysts - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dearth-positive-catalysts-analyst-blog-2012-02-22
|
nan
|
nan
|
Stocks will likely struggle for direction given the absence of any positive catalysts that can push them to new highs. Greece will remain in the news, as the country suffered a credit rating downgrade from Fitch following the release of details about the private sector debt swap.
There is growing unease in the market that while the latest deal may have averted the possibility of a disruptive near-term default it is not expected to provide the last word on the country's struggles to stay within the union, either.
Greece's bond swap with its private creditors will help bring down its debt load by €107 billion. This is accomplished by forcing bond holders to accept a 53.5% loss on the face value of their holdings. This bond swap, coupled with a tough new austerity package that the country had to agree to implement as a price for a second bailout, will reduce its level of indebtedness from the current 164% of GDP to around 120% by 2020. But many in the market are justifiably skeptical of these estimates from the IMF, which is a party to the bailout.
In addition to a host of assumptions about privatization proceeds and the direction of interest rates, the IMF forecast for 2020 depends on the Greek economy growing at over 2% annually over the next seven years after staying flat this year. Please keep in mind that Greek economy has been in a recession over the last four years that has resulted in the economy shrinking in excess of a cumulative 16% in that time period. Given the severity of the new austerity measures that accompanied the latest bailout deal, the economy is more likely to remain in the red for quite some time.
On the earnings front, luxury homebuilder Toll Brothers ( TOL ) came out with weaker than expected results this morning. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Brocade Communications ( BRCD ) came out with better than expected results. Hewlett-Packard ( HP ) reports after the close today.
BROCADE COMM SY ( BRCD ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HELMERICH&PAYNE ( HP ): Free Stock Analysis Report
TOLL BROTHERS ( TOL ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Greece will remain in the news, as the country suffered a credit rating downgrade from Fitch following the release of details about the private sector debt swap.
|
BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. There is growing unease in the market that while the latest deal may have averted the possibility of a disruptive near-term default it is not expected to provide the last word on the country's struggles to stay within the union, either.
|
BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Please keep in mind that Greek economy has been in a recession over the last four years that has resulted in the economy shrinking in excess of a cumulative 16% in that time period.
|
c9091c07-ae60-49e7-b5c9-b06181b557e5
|
726796.0
|
2012-02-22 00:00:00 UTC
|
Ahead of Wall Street - February 22, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-february-22-2012-ahead-wall-street-2012-02-22
|
nan
|
nan
|
Wednesday, February 22, 2012
Stocks will likely struggle for direction given the absence of any positive catalysts that can push them to new highs. Greece will remain in the news, as the country suffered a credit rating downgrade from Fitch following the release of details about the private sector debt swap. There is growing unease in the market that while the latest deal may have averted the possibility of a disruptive near-term default, but it is not expected to provide the last word on the country's struggles to stay within the union either.
Greece's bond swap with its private creditors will help bring down its debt load by €107 billion. This is accomplished by forcing bond holders to accept a 53.5% loss on the face value of their holdings. This bond swap, coupled with a tough new austerity package that the country had to agree to implement as a price for a second bailout, will reduce its level of indebtedness from the current 164% of GDP to around 120% by 2020. But many in the market are justifiably skeptical of these estimates from IMF, which is a party to the bailout.
In addition to a host of assumptions about privatization proceeds and the direction of interest rates, the IMF forecast for 2020 depends on the Greek economy growing at over 2% annually over the next seven years after staying flat this year. Please keep in mind that Greek economy has been in a recession over the last four years that has resulted in the economy shrinking in excess of a cumulative 16% in that time period. Given the severity of the new austerity measures that accompanied the latest bailout deal, the economy is more likely to remain in the red for quite some time.
On the earnings front, luxury homebuilder Toll Brothers ( TOL ) came out with weaker than expected results this morning. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Brocade Communications ( BRCD ) came out with better than expected results. Hewlett-Packard ( HP ) reports after the close today.
Sheraz Mian
Director of Research
BROCADE COMM SY ( BRCD ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HELMERICH&PAYNE ( HP ): Free Stock Analysis Report
TOLL BROTHERS ( TOL ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Sheraz Mian Director of Research BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Greece will remain in the news, as the country suffered a credit rating downgrade from Fitch following the release of details about the private sector debt swap.
|
Sheraz Mian Director of Research BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Zacks Investment Research Want the latest recommendations from Zacks Investment Research?
|
Sheraz Mian Director of Research BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. In addition to a host of assumptions about privatization proceeds and the direction of interest rates, the IMF forecast for 2020 depends on the Greek economy growing at over 2% annually over the next seven years after staying flat this year.
|
Sheraz Mian Director of Research BROCADE COMM SY ( BRCD ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HELMERICH&PAYNE ( HP ): Free Stock Analysis Report TOLL BROTHERS ( TOL ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell ( DELL ) came modestly short of EPS expectations after the close on Tuesday and also provided weak guidance for the current quarter. Greece's bond swap with its private creditors will help bring down its debt load by €107 billion.
|
2c611673-bb06-4162-91c6-f9fad8d047aa
|
726797.0
|
2012-02-22 00:00:00 UTC
|
H-P Earnings Beat, Revs Miss - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-earnings-beat-revs-miss-analyst-blog-2012-02-22
|
nan
|
nan
|
Times are tough these days for PC makers. Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday.
Hewlett-Packard reported earnings of 92 cents per share, a 5.75% positive surprise, on revenues totaling $30 billion in the quarter. But this was a pretty low hurdle to get over; in fact, the Zacks Consensus Estimate for the quarter had not moved from 87 cents per share the entire quarter, despite 2 analysts upwardly revising estimates within the past month.
This is typical of H-P's relationship with the analysts covering the company: tepid, modest growth expected, and a tepid, modest beat on the bottom line. H-P has averaged a positive earnings surprise of 3.8% over the past 4 quarters.
So Why the Sell-Off?
Though the bottom line posted a beat, revenues missed. The Zacks Consensus was looking for $30.8 billion in sales for the quarter.
Further, guidance for H-P's Q2 fell to 90-91 cents, lower than the 95 cents expected from the Zacks Consensus. Also, consumer client PC sales fell 25% in the quarter, and consumer printer sales were down 15%. These are obviously not very good numbers, so the headline earnings beat looks to be masking some deeper issues at H-P.
Everyone knows CEO Meg Whitman is doing plenty of heavy lifting to get H-P back on track following the tenure of her predecessor Leo Apotheker. And the world's biggest PC maker is looking for volume growth to increase considerably in 2012 from the previous couple years. But just when H-P will finally gain some traction and see top-line growth is the question.
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard reported earnings of 92 cents per share, a 5.75% positive surprise, on revenues totaling $30 billion in the quarter.
|
DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. Hewlett-Packard reported earnings of 92 cents per share, a 5.75% positive surprise, on revenues totaling $30 billion in the quarter.
|
Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. But this was a pretty low hurdle to get over; in fact, the Zacks Consensus Estimate for the quarter had not moved from 87 cents per share the entire quarter, despite 2 analysts upwardly revising estimates within the past month.
|
Hewlett-Packard ( HPQ ), which reported fiscal first quarter 2012 earnings after the bell Wednesday, beat the Zacks Consensus Estimate for earnings but is seeing its shares selling off in the after-market, similar to the way Dell, Inc.'s ( DELL ) did yesterday. DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard reported earnings of 92 cents per share, a 5.75% positive surprise, on revenues totaling $30 billion in the quarter.
|
4d10253e-9082-4b57-8b99-e856238373a5
|
726798.0
|
2012-02-22 00:00:00 UTC
|
Dell Reports In Line - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-reports-in-line-analyst-blog-2012-02-22
|
nan
|
nan
|
Dell Inc. ( DELL ) delivered earnings of 51 cents per share in the fourth quarter of 2012, which was in line with the Zacks Consensus Estimate. Following the earnings release, the company's share price dipped 5.05% to $17.29 in after hour trade.
Revenues
Dell reported total revenue of $16.03 billion in the reported quarter, up 2.2% from the year-ago quarter and roughly in line with the Zacks Consensus Estimate of $16.0 billion. The marginal improvement in revenue can be attributed to decent performance by Large Enterprise and Small & Medium Business, partially offset by the uncertain economic condition, lower IT spending, and lackluster contribution from the Public and consumer revenues.
Revenue by Segments
Large Enterprise posted revenues of $4.9 billion, up 4.6% year over year. The improvement in revenue was aided by broad-based growth across both the client and enterprise solutions and services.
Within this segment, the company continues to expand its vertical expertise and developed service, as well as solutions that are relevant to customers' business needs. While demand continues to remain soft in the U.S., the company continues to witness growth in both EMEA and APJ.
Public Revenue was $3.94 billion, down 0.6% year over year. The downside in revenue can be attributed to the weakness in the U.S., Public and Western Europe sectors. The company continues to witness slower spending pattern by the Federal customers during the fourth quarter.
Although the segment witnessed revenue decline, services revenue increased 7.0%, coupled with a 32.0% surge in Dell IP storage revenue, which signifies that government customers are deploying Dell solutions to help drive productivity.
Small and Medium Business revenue rose 6.1% to $3.98 billion. The segment witnessed strong growth across all geographic regions, including the U.S. Enterprise solutions and services performance, which hit an all-time high during the quarter, thereby generating growth of 18.0%. This segment also reported a 28.0% growth in services.
Consumer Business revenue declined 2.5% to $3.19 billion, as revenue and margin weakness was largely concentrated in the U.S. market with a decline of 15%. The company continued to see good progress in the high-end Consumer systems as its XPS notebook revenue soared 103% for the full year.
Operating Results
Gross margin in the reported quarter remained almost flat year over year at 21.1%. Gross margin for the quarter was negatively impacted by the global hard drive challenge. Although the company was effective in shaping demand and pricing for hard drive cost increases, it remained impacted by the available mix of drives.
Moreover, the company started reducing the inventory of previous-generation phones that primarily affected the margin of the Consumer business. The Public business growth was impacted by continued weakness in U.S. public spending.
Operating income stood at $931.0 million or 5.8% of revenues in the reported quarter, down 18.7% year over year. The company was not able to control its expenses properly, which resulted in the decline in operating income.
GAAP earnings in the quarter were 43 cents per share compared with 48 cents a share in the year-ago quarter. Excluding special items like amortization of intangibles, severance and facility consolidation cost, acquisition-related costs, as well as income tax adjustments, earnings per share in the quarter was 51 cents versus 53 cents in the year-ago quarter.
Balance Sheet & Cash Flow
Dell's cash conversion cycle was negative 36 days versus negative 31 days in the previous quarter. Cash flow from operations declined to $1.8 billion from $851.0 million reported in the year-ago quarter. The company ended the quarter with $14.8 billion in cash and short-term investments versus $13.3 billion in the previous quarter.
Guidance
Non-GAAP earnings per share for fiscal 2013 are expected to exceed the record level of $2.13 delivered in fiscal 2012. The company expects to continue with its strong execution and anticipates cash flow from operations to exceed net income. Again for the first quarter of 2013, the company expects revenue to decline approximately 7.0% sequentially, owing to the normal seasonality adjusted for the fourteenth week.
Conclusion
Dell reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter while revenue improving marginally on a yearly basis. Though the PC maker has provided a weak sequential guidance (due to hard disk supply disruption), we believe growth prospects for fiscal 2013 are underway.
Dell's focus shift from traditional PC business (low margin business) to high-margin cloud-computing, exposure in the Electronic Medical Record sector, entry into the smartphone business, and high cash generation ability are positives for the company. However, mediocre operating performance and lower cost control measures are concerning. This apart, stiff competition from other tech majors such as Hewlett-Packard Company ( HPQ ), Apple Inc. ( AAPL ) and Acer may pose some challenges to the company.
The company has a Zacks#2 Rank, which implies a short-term Buy rating.
APPLE INC ( AAPL ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) delivered earnings of 51 cents per share in the fourth quarter of 2012, which was in line with the Zacks Consensus Estimate. Revenues Dell reported total revenue of $16.03 billion in the reported quarter, up 2.2% from the year-ago quarter and roughly in line with the Zacks Consensus Estimate of $16.0 billion. Although the segment witnessed revenue decline, services revenue increased 7.0%, coupled with a 32.0% surge in Dell IP storage revenue, which signifies that government customers are deploying Dell solutions to help drive productivity.
|
Balance Sheet & Cash Flow Dell's cash conversion cycle was negative 36 days versus negative 31 days in the previous quarter. Conclusion Dell reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter while revenue improving marginally on a yearly basis. APPLE INC ( AAPL ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD ( HPQ ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Revenues Dell reported total revenue of $16.03 billion in the reported quarter, up 2.2% from the year-ago quarter and roughly in line with the Zacks Consensus Estimate of $16.0 billion. Although the segment witnessed revenue decline, services revenue increased 7.0%, coupled with a 32.0% surge in Dell IP storage revenue, which signifies that government customers are deploying Dell solutions to help drive productivity. Conclusion Dell reported modest fourth quarter results, with earnings per share ( EPS ) declining from the year-ago quarter while revenue improving marginally on a yearly basis.
|
Dell Inc. ( DELL ) delivered earnings of 51 cents per share in the fourth quarter of 2012, which was in line with the Zacks Consensus Estimate. Revenues Dell reported total revenue of $16.03 billion in the reported quarter, up 2.2% from the year-ago quarter and roughly in line with the Zacks Consensus Estimate of $16.0 billion. Although the segment witnessed revenue decline, services revenue increased 7.0%, coupled with a 32.0% surge in Dell IP storage revenue, which signifies that government customers are deploying Dell solutions to help drive productivity.
|
a1f52526-f53e-4a67-8a93-f6fc24743663
|
726799.0
|
2012-02-21 00:00:00 UTC
|
Earnings Preview: DELL Inc. - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/earnings-preview%3A-dell-inc.-analyst-blog-2012-02-21
|
nan
|
nan
|
Dell Inc. ( DELL ) is scheduled to announce its fourth quarter 2012 results on February 21, 2012 and the modest revision in the analysts' estimates reflect changes in the company's future business prospects.
Third Quarter Overview
The company reported decent third quarter 2012 results, with EPS of 54 cents beating the Zacks Consensus Estimate of 47 cents.
Revenues in the third quarter were $15.4 billion, which remained almost flat year over year. We believe that lower demand for the company's products negatively impacted the top line in the quarter. The company is currently focusing on higher-value opportunities and has increased its mix of enterprise solutions and services sales.
Large Enterprise and SMB (Small & Medium Businesses) revenues improved 4.0% and 1.3%, respectively, on a year-over-year basis. Large Enterprise benefited from the strong demand for Servers and Services, which increased 19.0% compared with the year-ago quarter.SMB witnessed lower-than-expected client growth due to muted spending in medium-sized businesses in both the U.S. and Western Europe.
Gross margin in the reported quarter increased to 22.6% from 19.5% in the year-ago quarter, driven by continued strong product cost execution, disciplined pricing and the ongoing shift to higher value products and solutions.
Moreover, given the uncertain macroeconomic environment and complexity in working through the industry-wide hard drive issue, the company is trending to the lower end of its revenue outlook of 1.0% to 5.0% growth for the full fiscal year.
Agreement of Analysts
Out of the 25 analysts providing estimates for the fourth quarter of 2012, two analysts made downward revisions in the last 30 days, while three made upward revisions during the same period. Out of the 26 analysts providing estimates for fiscal 2012, only one analyst made a downward revision in estimates over the last 30 days, while four analysts moved upward during the same period. For fiscal year 2013, one analyst made downward revision, while four moved in the opposite direction over the last 30 days.
The analysts are of the opinion that management has increased focus on profit maximization, which is evident from the improvement in EBIT despite continued sluggishness in revenues. They also believe that it is a better strategy compared to the adoption of a market share enhancement approach.
Moreover, analysts also believe that the company's decision to focus on acquisitions such as EqualLogic, Perot Systems, Compellent, SecureWorks and Force10 has helped Dell to venture into new business areas and move away from commodity hardware. Of course, the significant number of acquisitions could give way to notable integration risk.
Some other analysts are of the opinion that the company faces tough competitive challenges as it falls somewhere in between the lower-cost players (Lenovo and Acer) and high-end players like Apple Inc (AAPL). Owing to this, the company is losing market share in the PC business. The PC segment contributes 70%-75% of the company's total business and any changes in the dynamics of the PC business might affect the company.
Analysts are also of the opinion that Hewlett-Packard Company ( HPQ ), International Business Machines ( IBM ), and Cisco Systems Inc . ( CSCO ) are competing with Dell in the small-medium business ( SMB ) and server segments. Further, Dell is going through a transition period and taking aggressive steps to transform its business.
Magnitude of Estimate Revisions
Since the third quarter earnings release, the magnitude of revisions has been modest. Overall, estimates for the upcoming quarter have remained unchanged over the last 90 days at 51 cents, while the same for the fiscal year inched up by 1 cent to $2.13. This apart, the estimate for fiscal year 2013 has also increased by 1 cent to $2.05.
Recommendation
Dell reported decent third quarter results, with earnings per share ( EPS ) exceeding the Zacks Consensus Estimate, but revenues were remaining flat on a year-over-year basis. New product launches, stronger Large Enterprise and SMB revenue, opportunities in the Electronic Medical Record sector and entry into the smartphone domain are positives for the company.
However, competition faced by the company in the SMB and server segment from players like Hewlett-Packard Company, Cisco Systems Inc. and International Business Machines concern us. This apart, a dull European business and lower demand for PCs may affect the business temporarily.
The stock has a Zacks #2 Rank, implying a short-term Buy rating.
APPLE INC ( AAPL ): Free Stock Analysis Report
CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report
DELL INC ( DELL ): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, analysts also believe that the company's decision to focus on acquisitions such as EqualLogic, Perot Systems, Compellent, SecureWorks and Force10 has helped Dell to venture into new business areas and move away from commodity hardware. Dell Inc. ( DELL ) is scheduled to announce its fourth quarter 2012 results on February 21, 2012 and the modest revision in the analysts' estimates reflect changes in the company's future business prospects. ( CSCO ) are competing with Dell in the small-medium business ( SMB ) and server segments.
|
Recommendation Dell reported decent third quarter results, with earnings per share ( EPS ) exceeding the Zacks Consensus Estimate, but revenues were remaining flat on a year-over-year basis. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc. ( DELL ) is scheduled to announce its fourth quarter 2012 results on February 21, 2012 and the modest revision in the analysts' estimates reflect changes in the company's future business prospects.
|
Dell Inc. ( DELL ) is scheduled to announce its fourth quarter 2012 results on February 21, 2012 and the modest revision in the analysts' estimates reflect changes in the company's future business prospects. APPLE INC ( AAPL ): Free Stock Analysis Report CISCO SYSTEMS ( CSCO ): Free Stock Analysis Report DELL INC ( DELL ): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, analysts also believe that the company's decision to focus on acquisitions such as EqualLogic, Perot Systems, Compellent, SecureWorks and Force10 has helped Dell to venture into new business areas and move away from commodity hardware.
|
Dell Inc. ( DELL ) is scheduled to announce its fourth quarter 2012 results on February 21, 2012 and the modest revision in the analysts' estimates reflect changes in the company's future business prospects. Moreover, analysts also believe that the company's decision to focus on acquisitions such as EqualLogic, Perot Systems, Compellent, SecureWorks and Force10 has helped Dell to venture into new business areas and move away from commodity hardware. ( CSCO ) are competing with Dell in the small-medium business ( SMB ) and server segments.
|
796b3da3-e4ac-4919-89bc-c214da94b14a
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.