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726900.0
2011-04-14 00:00:00 UTC
Printer Business is Almost 25% of HP's Stock Value
DELL
https://www.nasdaq.com/articles/printer-business-almost-25-hps-stock-value-2011-04-14
nan
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HP ( HPQ ) is the world's biggest PC manufacturer, ahead of big names like Dell ( DELL ) and Acer (TPE:2353). However, HP's service and printer businesses (specifically printer ink) are actually the two most valuable segments for the company's operations. These two segments together generate roughly 50% of the company'...
HP ( HPQ ) is the world's biggest PC manufacturer, ahead of big names like Dell ( DELL ) and Acer (TPE:2353). HP's printing business, which includes both printer and ink cartridge sales, represent nearly 23% of this estimated stock value. Below we discuss the outlook for HP's printing business and the firm's share in t...
HP ( HPQ ) is the world's biggest PC manufacturer, ahead of big names like Dell ( DELL ) and Acer (TPE:2353). About HP's Printing Business HP is the runaway market leader in the printer and cartridges space with almost 40% market share. HP's Share in the Printer Market HP's market share grew from ~33% in 2004 to 40% in...
HP ( HPQ ) is the world's biggest PC manufacturer, ahead of big names like Dell ( DELL ) and Acer (TPE:2353). Laser printers include multi-functional printers (MFPs) as well as sole printers and inkjets include all-in-ones as well as sole printer models. HP's Share in the Printer Market HP's market share grew from ~33%...
HP ( HPQ ) is the world's biggest PC manufacturer, ahead of big names like Dell ( DELL ) and Acer (TPE:2353). HP's printing business, which includes both printer and ink cartridge sales, represent nearly 23% of this estimated stock value. About HP's Printing Business HP is the runaway market leader in the printer and c...
cbd4b1fd-68c4-45ab-abff-c98a6f8a9a6d
726901.0
2011-04-11 00:00:00 UTC
This Company is Sitting on a Mountain of Cash
DELL
https://www.nasdaq.com/articles/company-sitting-mountain-cash-2011-04-11
nan
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When seeking out new investment ideas, I like to run stock screens to find companies that are inexpensive and relatively "safe." Of course, one of the safest kinds of companies is one that is profitable, yet also has lots of cash on the books. In fact, some companies are so cash-rich that even afteraccounting for any b...
Dell (Nasdaq: DELL ) has made a half-dozen key acquisitions in the past two years, yet analysts still think sales will only grow 4% to 6% in each of the next two years. Perhaps the poster child of the "cash cowboys" is IAC Interactive (Nasdaq: IACI ) , which routinely carries more than $1 billion its books, yet has rar...
Dell (Nasdaq: DELL ) has made a half-dozen key acquisitions in the past two years, yet analysts still think sales will only grow 4% to 6% in each of the next two years. The transition away from packaged video games toward digital downloads should help boost the company's margins. Electronic Arts likely boosted download...
Dell (Nasdaq: DELL ) has made a half-dozen key acquisitions in the past two years, yet analysts still think sales will only grow 4% to 6% in each of the next two years. In fact, some companies are so cash-rich that even afteraccounting for any borrowings, their cash can equate to 20%, 30% or even 40% of the entire comp...
Dell (Nasdaq: DELL ) has made a half-dozen key acquisitions in the past two years, yet analysts still think sales will only grow 4% to 6% in each of the next two years. If you think about it, that also means these companies are fairly loathed by investors. Electronic Arts is the largest developer of video games in the ...
7ca16bb0-75e6-4f8f-86b8-d1ad8ecb578e
726902.0
2011-04-07 00:00:00 UTC
iPad Outlook Encouraging, but Impact on Stock is Limited
DELL
https://www.nasdaq.com/articles/ipad-outlook-encouraging-impact-stock-limited-2011-04-07
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Apple's ( AAPL ) iPad 2 is off to a great start, building on momentum from the original version launched in April 2010. Apple recorded iPad 2 unit sales of close to 1 million in the very first week. Comparatively, it took the original version 28 days to hit that mark. Although these figures are highly encouraging, the ...
Although these figures are highly encouraging, the iPad 2 will have tough competition from other products like Research in Motion's ( RIMM ) PlayBook, as well as Samsung's Galaxy tablet, Motorola Mobility's ( MMI ) Xoom, and Dell ( RIMM ) Streak - all of which are based on Google's ( GOOG ) Android OS. Tablets made by ...
Although these figures are highly encouraging, the iPad 2 will have tough competition from other products like Research in Motion's ( RIMM ) PlayBook, as well as Samsung's Galaxy tablet, Motorola Mobility's ( MMI ) Xoom, and Dell ( RIMM ) Streak - all of which are based on Google's ( GOOG ) Android OS. Tablets made by ...
Although these figures are highly encouraging, the iPad 2 will have tough competition from other products like Research in Motion's ( RIMM ) PlayBook, as well as Samsung's Galaxy tablet, Motorola Mobility's ( MMI ) Xoom, and Dell ( RIMM ) Streak - all of which are based on Google's ( GOOG ) Android OS. Tablets made by ...
Although these figures are highly encouraging, the iPad 2 will have tough competition from other products like Research in Motion's ( RIMM ) PlayBook, as well as Samsung's Galaxy tablet, Motorola Mobility's ( MMI ) Xoom, and Dell ( RIMM ) Streak - all of which are based on Google's ( GOOG ) Android OS. Tablets made by ...
f8cc2563-af14-4c08-8ee1-a0289096500b
726903.0
2011-04-05 00:00:00 UTC
Technology Services Nearly 30% of IBM’s Value
DELL
https://www.nasdaq.com/articles/technology-services-nearly-30-ibms-value-2011-04-05
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IBM ( IBM ) sells middleware software and technology services such as outsourcing and integration to large and medium sized businesses worldwide and competes with firms like Oracle ( ORCL ) and Red Hat. The firm is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and ...
The firm is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as EMC ( EMC ) and NetApp (NTAP) in the storage market. In the past, we have discussed about the significance of middleware software business to IBM and the fir...
The firm is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as EMC ( EMC ) and NetApp (NTAP) in the storage market. IBM ( IBM ) sells middleware software and technology services such as outsourcing and integration to lar...
The firm is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as EMC ( EMC ) and NetApp (NTAP) in the storage market. IBM ( IBM ) sells middleware software and technology services such as outsourcing and integration to lar...
The firm is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as EMC ( EMC ) and NetApp (NTAP) in the storage market. Strategic outsourcing is the largest of IBM's service businesses and forms almost 53% of the firm's Glob...
8e24db15-3406-4814-a1c5-8bd858427d37
726904.0
2011-04-05 00:00:00 UTC
Do 7-Inch Tablets Stand a Chance?
DELL
https://www.nasdaq.com/articles/do-7-inch-tablets-stand-chance-2011-04-05
nan
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A few months back, Apple's ( AAPL ) Steve Jobs called competitors' 7-inch tablets "Dead on Arrival". Naturally, tablet manufacturers are a bit more optimistic. So who is right? Here we take a look a closer look at Jobs' case. Challengers to Apple's market share in the tablet space include Research in Motion ( RIMM ), M...
Challengers to Apple's market share in the tablet space include Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. There are clear limits of how close you can physically place elements on a touch screen before users cannot reliably tap, flick or pinch them. Steve Jobs does make a com...
Challengers to Apple's market share in the tablet space include Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. We maintain a $420 price estimate for Apple stock , which is about 20% above market price. See our full analysis and $420 price estimate for Apple The views and opinions...
Challengers to Apple's market share in the tablet space include Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. A Look at Steve Jobs' Comments Steve Jobs took a shot at the usability of the 7-inch tablets, claiming that tablets should have a 10-inch screen at a minimum. Given that...
Challengers to Apple's market share in the tablet space include Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. A Look at Steve Jobs' Comments Steve Jobs took a shot at the usability of the 7-inch tablets, claiming that tablets should have a 10-inch screen at a minimum. The screen...
55990cf6-c7e6-4f30-93b5-18120eec7552
726905.0
2011-04-02 00:00:00 UTC
Storage Software Worth 22% of NetApp’s Stock Value
DELL
https://www.nasdaq.com/articles/storage-software-worth-22-netapps-stock-value-2011-04-02
nan
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NetApp ( NTAP ), the fourth largest player in the external disk storage market, creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with other storage majors like EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ). We recently updated ou...
It competes mainly with other storage majors like EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ). NetApp ( NTAP ), the fourth largest player in the external disk storage market, creates innovative storage and data management solutions for small and medium-sized companies around the world. NetApp also held a 9% ...
It competes mainly with other storage majors like EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ). NetApp ( NTAP ), the fourth largest player in the external disk storage market, creates innovative storage and data management solutions for small and medium-sized companies around the world. NetApp is a Big Player...
It competes mainly with other storage majors like EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ). NetApp is a Big Player in Storage Software NetApp has steadily gained share in the external disk storage market and was the fourth largest storage hardware vendor in the world (with 10% market share) in Q4 2010. We...
It competes mainly with other storage majors like EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ). NetApp is a Big Player in Storage Software NetApp has steadily gained share in the external disk storage market and was the fourth largest storage hardware vendor in the world (with 10% market share) in Q4 2010. Ne...
1cc3ee32-8eb1-40bf-92cb-7c0bd5363076
726906.0
2011-03-29 00:00:00 UTC
Xoom Could Take a Bite Out of iPad's Profitability
DELL
https://www.nasdaq.com/articles/xoom-could-take-bite-out-ipads-profitability-2011-03-29
nan
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When Apple ( AAPL ) introduced the basic version of the iPad 2 for $499, it looked like a bargain compared to Motorola Mobility's ( MMI ) Xoom, priced at $799. But according to one analysis, it could be the Xoom tablet that is more cost effective. For example, the iPad 2′s basic version comes with Wi-fi and 16 GB of me...
Beyond Xoom, Apple will have to contend with a slew of other tablet players like Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG. When Apple ( AAPL ) introduced the basic version of the iPad 2 for $499, it looked like a bargain compared to Motorola Mobility's ( MMI ) Xoom, priced at $799. Hence, increased co...
Beyond Xoom, Apple will have to contend with a slew of other tablet players like Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG. iPad Can Still Dominate the Low End of the Tablet Market Since the pricing of the basic iPad 2 is still an attractive selling point, Apple is bound to dominate the low end of the ...
Beyond Xoom, Apple will have to contend with a slew of other tablet players like Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG. iPad Can Still Dominate the Low End of the Tablet Market Since the pricing of the basic iPad 2 is still an attractive selling point, Apple is bound to dominate the low end of the ...
Beyond Xoom, Apple will have to contend with a slew of other tablet players like Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG. High End Tablet Market is Also Key for Apple Although offering a cheaper version of the iPad generates more unit sales, Apple records greater profitability from higher end models....
49debf13-b8d4-4cfe-bcc1-4a4e86ecd5de
726907.0
2011-03-26 00:00:00 UTC
The 3 Most Important Product Segments for Apple
DELL
https://www.nasdaq.com/articles/3-most-important-product-segments-apple-2011-03-26
nan
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Apple ( AAPL ) is one of the most recognized companies in the world and known for its innovative products like the iPhone, Mac and iPad. Apple's iPhone competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), and Nokia ( NOK ) in the mobile phone market while it's Mac line of products compete with Dell ( D...
Apple's iPhone competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), and Nokia ( NOK ) in the mobile phone market while it's Mac line of products compete with Dell ( DELL ) and HP (HPQ) in the PC market. Apple holds a substantial lead in the tablet market over competitors like Research in Motion, Motoro...
Apple's iPhone competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), and Nokia ( NOK ) in the mobile phone market while it's Mac line of products compete with Dell ( DELL ) and HP (HPQ) in the PC market. Apple holds a substantial lead in the tablet market over competitors like Research in Motion, Motoro...
Apple's iPhone competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), and Nokia ( NOK ) in the mobile phone market while it's Mac line of products compete with Dell ( DELL ) and HP (HPQ) in the PC market. Apple holds a substantial lead in the tablet market over competitors like Research in Motion, Motoro...
Apple's iPhone competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), and Nokia ( NOK ) in the mobile phone market while it's Mac line of products compete with Dell ( DELL ) and HP (HPQ) in the PC market. Apple holds a substantial lead in the tablet market over competitors like Research in Motion, Motoro...
00059a50-8171-4827-9d1d-0794b92a0cd8
726908.0
2011-03-25 00:00:00 UTC
How Much Will Suppliers Gain from iPad 2 in 2011
DELL
https://www.nasdaq.com/articles/how-much-will-suppliers-gain-ipad-2-2011-2011-03-25
nan
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Apple's ( AAPL ) iPad 2 got off to a great start during the first weekend of its launch, selling an estimated 400,000 to 500,000 units. Apple holds a substantial lead in the tablet market over competitors like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. How Much Will Suppliers...
Apple holds a substantial lead in the tablet market over competitors like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. Apple's ( AAPL ) iPad 2 got off to a great start during the first weekend of its launch, selling an estimated 400,000 to 500,000 units. Samsung supplies NAND F...
Apple holds a substantial lead in the tablet market over competitors like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. The key takeaway here is that Broadcom supplies the GSM based GPS components, while Qualcomm ( QCOM ) supplies the CDMA-based GPS components. Infineon Supplies...
Apple holds a substantial lead in the tablet market over competitors like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. Apple Could Sell Around 20 million iPad 2 in 2011 We estimate that Apple could sell around 24 million iPads in 2011. Based on our estimate of 20 million iPad 2...
Apple holds a substantial lead in the tablet market over competitors like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. The chart below illustrates our analysis of the revenues various suppliers could earn from the iPad 2 during 2011. Based on our estimate of 20 million iPad 2 u...
fc635f5e-5cb0-4805-88df-32fda6b5e8bc
726909.0
2011-03-24 00:00:00 UTC
Supply-Related Issues from Japanese Earthquake Could Hit iPad Sales
DELL
https://www.nasdaq.com/articles/supply-related-issues-japanese-earthquake-could-hit-ipad-sales-2011-03-24
nan
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A few weeks back, we noted that while Apple's ( AAPL ) products continue to see huge demand, a key concern for the company is management of supply-related constraints. The recent Japanese earthquake has now added to these concerns. According to market research firm iSuppli, the earthquake may cause logistical disruptio...
Although Apple remains king of the tablet market, it is expected to face a growing set of challengers in 2011 from Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. A few weeks back, we noted that while Apple's ( AAPL ) products continue to see huge demand, a key concern for the com...
Although Apple remains king of the tablet market, it is expected to face a growing set of challengers in 2011 from Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. We maintain a $420 price estimate for Apple stock , roughly 25% above market price. According to a recent report from ...
Although Apple remains king of the tablet market, it is expected to face a growing set of challengers in 2011 from Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. Apple's iPad 2 Sales Could Suffer Apple recently released the iPad 2 and saw strong first weekend sales (an estimated ...
Although Apple remains king of the tablet market, it is expected to face a growing set of challengers in 2011 from Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG. The recent Japanese earthquake has now added to these concerns. While our forecast remains conservative compared to th...
5c9b1994-5ace-4780-9be8-b4fb55dba8d6
726910.0
2011-03-19 00:00:00 UTC
IBM Smells Opportunity in CRM with Launch of Smarter Commerce Initiatives
DELL
https://www.nasdaq.com/articles/ibm-smells-opportunity-crm-launch-smarter-commerce-initiatives-2011-03-19
nan
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IBM ( IBM ) sells middleware software and technology services such as outsourcing and integration to large and medium sized businesses worldwide, and competes with firms like Oracle ( ORCL ) and Red Hat. IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. In a recent development IBM announced the launch of a new software and consulting service targeted...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. In a recent development IBM announced the launch of a new software and consulting service targeted...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. ( (IBM Smarter Commerce , IBM)) We believe this new development will help extend IBM's leadership ...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. (See IBM's Smarter Planet Initiatives Lay Groundwork for Growth ) We currently have a $185 Trefis ...
cafe801f-9644-4140-ac07-18c29a50083d
726911.0
2011-03-18 00:00:00 UTC
Business Services Offerings Worth 20% of Dell's Stock
DELL
https://www.nasdaq.com/articles/business-services-offerings-worth-20-dells-stock-2011-03-18
nan
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Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, as well as IBM ( IBM ) and others for IT services. Over the years, Dell has increasingly focused on expanding its revenues from consulting services such as infrastructure consulting and support serv...
See our full analysis and $22.39 price estimate for Dell's stock Services Business Expected to Grow We conservatively estimate that Dell's consulting and other services revenue will increase from $3.6 billion in 2010 to $4.1 billion by the end of our forecast period, driven by increased IT spending among corporations a...
Dell's managed services business focuses on desktop outsourcing. Dell also offers email management services that include email archiving and security. Apart from managed services, Dell and Perot Systems also offer consulting and other services including: 1.
Services Offered by Dell Dell offers a number of managed, consulting and other services to its clients. Apart from managed services, Dell and Perot Systems also offer consulting and other services including: 1. See our full analysis and $22.39 price estimate for Dell's stock Services Business Expected to Grow We conser...
Services Offered by Dell Dell offers a number of managed, consulting and other services to its clients. Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, as well as IBM ( IBM ) and others for IT services. Over the years, Dell has increasingly focus...
d15a9584-28e3-4ce0-ab2f-6a31941f4e3b
726912.0
2011-03-16 00:00:00 UTC
iPad 2′s Strong First Weekend Sales Can Bump Apple Shares Higher
DELL
https://www.nasdaq.com/articles/ipad-2s-strong-first-weekend-sales-can-bump-apple-shares-higher-2011-03-16
nan
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Apple's ( AAPL ) iPad 2 sales got off to a great start during the first weekend of its launch having sold an estimated 400,000 to 500,000 units. The iPad 2 has a few superior features over its predecessor, including a faster A5 processor as well as front and rear facing cameras. Apple competes with Research in Motion (...
Apple competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG in the tablet market. Apple's ( AAPL ) iPad 2 sales got off to a great start during the first weekend of its launch having sold an estimated 400,000 to 500,000 units. The iPad 2 has a few superior features over its...
Apple competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG in the tablet market. Here we will analyze how faster than expected iPad 2 sales could benefit our $420 price estimate for Apple stock . Since the 32 GB and 64 GB iPads are priced higher than 16 GB iPads, Apple als...
Apple competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG in the tablet market. A few days back, we discussed the Apple's competitive position in the tablet market, and whether the iPad 2 can help Apple ward off new challengers (See Tablet Competitors Making a Charge, Can...
Apple competes with Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG in the tablet market. Here we will analyze how faster than expected iPad 2 sales could benefit our $420 price estimate for Apple stock . Our price estimate is about 20% higher than market price.
f7957be9-12d8-443c-8fa4-1d6c105f4bdc
726913.0
2011-03-15 00:00:00 UTC
Accenture Partnership Lifts NetApp
DELL
https://www.nasdaq.com/articles/accenture-partnership-lifts-netapp-2011-03-15
nan
nan
NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Over the years NetApp revenues coming from distribution partners (or...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. Over the years NetApp revenues coming from distribution partners (or...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. In a recent development, NetApp expanded its partnership with consulting firm Accenture (ACN) with focus on joint development, marketing, and delivery of solutions concerning data center optimizat...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Importance of Distribution Partners for NetApp An important part of selling IT hardware for NetApp is having it sold as part of a solution that involves consulting and implementation. We've previo...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp has witnessed an increasing share of its business being generated through distribution partners like Arrow, Avnet and IBM which made up 18%, 12% and 5% respectively of the firm's total reve...
61db3a31-421e-46f5-ba93-2f1402f36590
726914.0
2011-03-15 00:00:00 UTC
Four Trends in Dell's Hardware Business Highlight Importance of Tablets
DELL
https://www.nasdaq.com/articles/four-trends-dells-hardware-business-highlight-importance-tablets-2011-03-15
nan
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Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. We have a $22.39 Trefis price estimate for Dell's stock , and we estimate that Dell's hardware business which includes notebooks & ne...
We believe that this trend will continue as both phone and PC manufacturers like RIM, Motorola Mobility, Samsung, HP and Dell enter into the tablet market in a big way. Dell is planning to launch a number of tablet devices in 2011 targeting both consumers as well as enterprises and there could be tremendous upside pote...
We have a $22.39 Trefis price estimate for Dell's stock , and we estimate that Dell's hardware business which includes notebooks & netbooks, tablets, desktops, printers and displays makes up nearly 33% of Dell's stock. Below we discuss 4 key trends for Dell's hardware business and their potential impact on Dell's stock...
We have a $22.39 Trefis price estimate for Dell's stock , and we estimate that Dell's hardware business which includes notebooks & netbooks, tablets, desktops, printers and displays makes up nearly 33% of Dell's stock. However, a greater market share would mean much higher sales for Dell's tablets and would result in u...
We have a $22.39 Trefis price estimate for Dell's stock , and we estimate that Dell's hardware business which includes notebooks & netbooks, tablets, desktops, printers and displays makes up nearly 33% of Dell's stock. This will reduce the number of printers per PC and negatively impact Dell's printer business going fo...
27ecbba4-c4e2-43eb-a5e0-a4152e6d759a
726915.0
2011-03-10 00:00:00 UTC
Upcoming Spin-Off Should Unleash IDT Corp.'s Value
DELL
https://www.nasdaq.com/articles/upcoming-spin-should-unleash-idt-corps-value-2011-03-10
nan
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Mariusz Skonieczny submits: IDT Corporation ( IDT ) is a company that has caused investors lots of pain and joy depending on when they purchased their shares. From the following price chart, you can see that it was trading as high as $41.84 per share on September 18, 2006, and as low as $0.71 per share on December 19, ...
During the Investor Day Presentation, Jonas hinted that [[IBM]] and Dell ( DELL ) expressed interest in the possible investment or acquisition of Fabrix. This assumes multiples of 3.5 and 5.4 times EBITDA, which are low, but I believe this is justified considering that sometime in the future products such as prepaid ca...
During the Investor Day Presentation, Jonas hinted that [[IBM]] and Dell ( DELL ) expressed interest in the possible investment or acquisition of Fabrix. The following chart shows how much some of the segments are worth: Source: IDT Corporation's Investor Presentation IDT Telecom generates about $51 million in EBITDA, ...
During the Investor Day Presentation, Jonas hinted that [[IBM]] and Dell ( DELL ) expressed interest in the possible investment or acquisition of Fabrix. The following chart shows how much some of the segments are worth: Source: IDT Corporation's Investor Presentation IDT Telecom generates about $51 million in EBITDA, ...
During the Investor Day Presentation, Jonas hinted that [[IBM]] and Dell ( DELL ) expressed interest in the possible investment or acquisition of Fabrix. The following chart shows how much some of the segments are worth: Source: IDT Corporation's Investor Presentation IDT Telecom generates about $51 million in EBITDA, ...
28ba89e5-7938-4082-b0f0-69bfcdd03ce1
726916.0
2011-03-09 00:00:00 UTC
Apple Still Holding its Ground in Notebooks Despite Tablet Popularity
DELL
https://www.nasdaq.com/articles/apple-still-holding-its-ground-notebooks-despite-tablet-popularity-2011-03-09
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Apple ( AAPL ) has a history of introducing successful products to the market, consistently recording rapid adoption despite the fact that its products are often sold at a substantial premium to competitors' devices. Apple already has a substantial share in the high end of the PC market with its Mac line of products, a...
Apple's competitors in these product segments include Dell ( DELL ), HP ( HPQ ) and Acer in the PC market, and Research in Motion ( RIMM ), Motorola Mobility ( MMI ) and Samsung in the tablet market. Apple already has a substantial share in the high end of the PC market with its Mac line of products, and the iPad now a...
Apple's competitors in these product segments include Dell ( DELL ), HP ( HPQ ) and Acer in the PC market, and Research in Motion ( RIMM ), Motorola Mobility ( MMI ) and Samsung in the tablet market. Apple already has a substantial share in the high end of the PC market with its Mac line of products, and the iPad now a...
Apple's competitors in these product segments include Dell ( DELL ), HP ( HPQ ) and Acer in the PC market, and Research in Motion ( RIMM ), Motorola Mobility ( MMI ) and Samsung in the tablet market. See our full analysis and $420 price estimate for Apple Apple is known for its consistent innovation in the PC market an...
Apple's competitors in these product segments include Dell ( DELL ), HP ( HPQ ) and Acer in the PC market, and Research in Motion ( RIMM ), Motorola Mobility ( MMI ) and Samsung in the tablet market. Apple already has a substantial share in the high end of the PC market with its Mac line of products, and the iPad now a...
dcbb657c-538e-4310-98f1-b53eb6f8fd09
726917.0
2011-03-09 00:00:00 UTC
EMC’s New VNX Storage Line a Threat to NetApp
DELL
https://www.nasdaq.com/articles/emcs-new-vnx-storage-line-threat-netapp-2011-03-09
nan
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EMC ( EMC ), the global leader in the external disk storage market, unveiled a range of lower priced data storage products in January with the aim of expanding its offerings to a cloud platform which happens to be the fastest growing segment for data storage industry. This new development will help EMC to better serve ...
NetApp ( NTAP ) mainly competes with IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. This new development will help EMC to better serve small-to-medium sized clients and compete against NetApp ( NTAP ) in the cloud computing space. Isilon's technology allows companies to quickly b...
NetApp ( NTAP ) mainly competes with IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. With increased competition, we see downside to our $63.09 Trefis price estimate for NetApp's stock if EMC manages to take market share from NetApp in the small-to-medium storage market. The firm c...
NetApp ( NTAP ) mainly competes with IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. EMC ( EMC ), the global leader in the external disk storage market, unveiled a range of lower priced data storage products in January with the aim of expanding its offerings to a cloud platform wh...
NetApp ( NTAP ) mainly competes with IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. With increased competition, we see downside to our $63.09 Trefis price estimate for NetApp's stock if EMC manages to take market share from NetApp in the small-to-medium storage market. The firm c...
28796b26-2f97-44ef-9e89-b8d5fd4fc033
726918.0
2011-03-08 00:00:00 UTC
Growth in Server Shipments Means More to HP than IBM
DELL
https://www.nasdaq.com/articles/growth-server-shipments-means-more-hp-ibm-2011-03-08
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IBM ( IBM ) barely edged HP ( HPQ ) in terms of 2010 worldwide server market share, according to data compile by IDC. For the full year 2010, IBM recorded a 31.9% share while HP came in at 31.8%. Other big players in the server market - Dell ( DELL ), Oracle ( ORCL ) and Fujitsu ( FJTSF ) - placed 3rd, 4th and 5th resp...
Other big players in the server market - Dell ( DELL ), Oracle ( ORCL ) and Fujitsu ( FJTSF ) - placed 3rd, 4th and 5th respectively. For the full year 2010, IBM recorded a 31.9% share while HP came in at 31.8%. Since HP and IBM are now pitching themselves as the leaders of the server market to boost sales, we became i...
Other big players in the server market - Dell ( DELL ), Oracle ( ORCL ) and Fujitsu ( FJTSF ) - placed 3rd, 4th and 5th respectively. Servers (including both industry servers and high-end systems) represent more than 10% of our $55.49 price estimate for HP stock . Comparatively, they make up only 3% of our $185 price e...
Other big players in the server market - Dell ( DELL ), Oracle ( ORCL ) and Fujitsu ( FJTSF ) - placed 3rd, 4th and 5th respectively. IBM ( IBM ) barely edged HP ( HPQ ) in terms of 2010 worldwide server market share, according to data compile by IDC. Since HP and IBM are now pitching themselves as the leaders of the s...
Other big players in the server market - Dell ( DELL ), Oracle ( ORCL ) and Fujitsu ( FJTSF ) - placed 3rd, 4th and 5th respectively. IBM ( IBM ) barely edged HP ( HPQ ) in terms of 2010 worldwide server market share, according to data compile by IDC. For the full year 2010, IBM recorded a 31.9% share while HP came in ...
4e116f42-bb32-4660-9cc0-c1f91d633abd
726919.0
2011-03-05 00:00:00 UTC
Why Tablets Are Worth More Than Desktops For Dell
DELL
https://www.nasdaq.com/articles/why-tablets-are-worth-more-desktops-dell-2011-03-05
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Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. Could tablets be worth more to Dell than its traditional desktop business? Yes, even despite the fact that Dell is currently the seco...
We maintain a roughly $22 price estimate for Dell's stock , with tablets contributing a little over 5% of this value and desktops adding only 4%. See our full analysis and $22 price estimate for Dell Higher Margins Make Tablets More Profitable than Desktops The EBITDA profit margin for Dell's desktops declined from aro...
We previously discussed Dell's foray into tablets ( Tablets to Help Push Dell Stock Above $20 ) and how the company is in prime position to capture a decent share of the enterprise tablet market, which could soon become as big as the consumer tablet market ( Dell to Make a Splash in Tablet Market with Enterprise Custom...
We previously discussed Dell's foray into tablets ( Tablets to Help Push Dell Stock Above $20 ) and how the company is in prime position to capture a decent share of the enterprise tablet market, which could soon become as big as the consumer tablet market ( Dell to Make a Splash in Tablet Market with Enterprise Custom...
See our full analysis and $22 price estimate for Dell Higher Margins Make Tablets More Profitable than Desktops The EBITDA profit margin for Dell's desktops declined from around 7% in 2005 to nearly 4% in 2010 as the manufacturer cut down on prices in order to remain competitive. Dell ( DELL ) competes with personal co...
2a31de2d-c405-4c85-aa3c-0ff74e0ad51f
726920.0
2011-03-04 00:00:00 UTC
Tablet Competitors Making a Charge, Can iPad 2 Hold the Line?
DELL
https://www.nasdaq.com/articles/tablet-competitors-making-charge-can-ipad-2-hold-line-2011-03-04
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Apple ( AAPL ), known for its ability to bring innovative products to market, recently unveiled the newest member of its tablet family, the iPad 2. iPad 2 has a few superior features over its predecessor, including a faster A5 processor as well as front and rear facing cameras. The new product is also lighter and thinn...
Apple has established itself as the dominant player in the tablet market, but 2011 could bring more meaningful competition to Apple with players like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG jumping onto the tablet bandwagon. Although our 24 million unit estimate seems a lit...
Apple has established itself as the dominant player in the tablet market, but 2011 could bring more meaningful competition to Apple with players like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG jumping onto the tablet bandwagon. See our full analysis and $420 price estimate for...
Apple has established itself as the dominant player in the tablet market, but 2011 could bring more meaningful competition to Apple with players like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG jumping onto the tablet bandwagon. See our full analysis and $420 price estimate for...
Apple has established itself as the dominant player in the tablet market, but 2011 could bring more meaningful competition to Apple with players like Research in Motion ( RIMM ), Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG jumping onto the tablet bandwagon. See our full analysis and $420 price estimate for...
16494868-4fbb-4b82-b7cd-1c967dee775c
726921.0
2011-03-02 00:00:00 UTC
Can RIM Leverage its Enterprise Market Presence to Lift Tablet Sales?
DELL
https://www.nasdaq.com/articles/can-rim-leverage-its-enterprise-market-presence-lift-tablet-sales-2011-03-02
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Research in Motion ( RIMM ) is expected to launch its PlayBook tablet in March 2011. With the launch of PlayBook, RIM enters a tablet market currently dominated by Apple's ( AAPL ) iPad. However, Android-based tablets from Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG are also expected to gain meaningful ent...
However, Android-based tablets from Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG are also expected to gain meaningful entry into the market. However, these estimates still leave about 10% market share up for grabs for operating systems like RIM OS and HP's ( HPQ ) webOS. This 4 million figure is similarly p...
However, Android-based tablets from Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG are also expected to gain meaningful entry into the market. With the launch of PlayBook, RIM enters a tablet market currently dominated by Apple's ( AAPL ) iPad. RIM Could Sell 4 Million PlayBooks in 2011 As per the IDC predict...
However, Android-based tablets from Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG are also expected to gain meaningful entry into the market. RIM Could Sell 4 Million PlayBooks in 2011 As per the IDC prediction mentioned above, the tablet market will likely be dominated by Apple's iPad and Android-based tabl...
However, Android-based tablets from Motorola Mobility ( MMI ), Samsung, Dell ( DELL ) and LG are also expected to gain meaningful entry into the market. With the launch of PlayBook, RIM enters a tablet market currently dominated by Apple's ( AAPL ) iPad. IDC estimates that Apple's share will be around 60%, while Androi...
e27e3fff-8a7d-49d6-82d6-a06eeff7cd61
726922.0
2011-02-26 00:00:00 UTC
The Impact of Increased Tech Spending on IBM
DELL
https://www.nasdaq.com/articles/impact-increased-tech-spending-ibm-2011-02-26
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IBM ( IBM ) sells middleware software and technology services such as outsourcing and integration to large and medium sized businesses worldwide, and competes with firms like Oracle ( ORCL ) and Red Hat. IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. He also pointed out that tech spending typically lags corporate profits by three quarters,...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. Here we take a look at a new source of upside - the trend of increased tech spending by la...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. IBM ( IBM ) sells middleware software and technology services such as outsourcing and inte...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. We currently have a $185 Trefis price estimate for IBM's stock , about 15% above market pr...
44921c5d-5c23-4ec8-a38f-19a278004ccf
726923.0
2011-02-26 00:00:00 UTC
Dell to Make a Splash in Tablet Market with Enterprise Customers
DELL
https://www.nasdaq.com/articles/dell-make-splash-tablet-market-enterprise-customers-2011-02-26
nan
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Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. We wrote a note recently about Dell's entry into the tablet market titled Tablets to Help Dell Push Stock Above $20 , and how its str...
For example, Dell Rosemount is equipped with a removable battery, which is one features many enterprise users would need for reliability when traveling for instance. We estimate that if Dell's tablet sales increase to 8 million by 2015 representing roughly 10% market share in Android tablet market instead of our curren...
With a number of big players like Dell, HP and RIM entering the tablet market, we expect a surge in tablet adoption among enterprises. We currently forecast 5% market share for Dell in the Android tablet market which is expected to make up 30% of total tablet market in 2011. We estimate that if Dell's tablet sales incr...
We wrote a note recently about Dell's entry into the tablet market titled Tablets to Help Dell Push Stock Above $20 , and how its strong net cash position enables it to pursue the upcoming tablet market aggressively (see also: Should Dell Focus Its Net Cash Position on Investment in Tablet Technology ). We estimate tha...
We estimate that tablets already make up about 5.2% of Dell's stock value. We estimate that if Dell's tablet sales increase to 8 million by 2015 representing roughly 10% market share in Android tablet market instead of our current forecast of 4 million or 5% share, there could be an upside of around 7% to our $22.39 Tr...
cdd0aeee-a694-4523-a26f-3f57af01b472
726924.0
2011-02-22 00:00:00 UTC
Trefis Insights from Last Week – Technology, Media & Telecom
DELL
https://www.nasdaq.com/articles/trefis-insights-last-week-technology-media-telecom-2011-02-22
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Insights from the Week- Technology, Media & Telecom (Week of Feb 14-18th) Below is a summary of key insights we published last week across the technology, media, and telecom sectors. Among these, we discussed the impact of the Nokia ( NOK ) and Microsoft ( MSFT ) partnership on both businesses. We explored the potentia...
on February 18, 2011 The move to offer cheaper iPhones should help Apple gain smartphone market share, but this could come alongside lower average pricing and reduced profit margins … Nokia Partnership Provides Upside for Microsoft Stock on February 17, 2011 Through the Nokia partnership, Microsoft not only stands to g...
We also took a look at how tablets could impact Dell's ( DELL ) business and what an NFL lockout could mean for DirecTV (DTV). on February 18, 2011 The move to offer cheaper iPhones should help Apple gain smartphone market share, but this could come alongside lower average pricing and reduced profit margins … Nokia Par...
on February 18, 2011 The move to offer cheaper iPhones should help Apple gain smartphone market share, but this could come alongside lower average pricing and reduced profit margins … Nokia Partnership Provides Upside for Microsoft Stock on February 17, 2011 Through the Nokia partnership, Microsoft not only stands to g...
on February 18, 2011 The move to offer cheaper iPhones should help Apple gain smartphone market share, but this could come alongside lower average pricing and reduced profit margins … Nokia Partnership Provides Upside for Microsoft Stock on February 17, 2011 Through the Nokia partnership, Microsoft not only stands to g...
06cf8c20-361d-4642-863b-63b71020ad4f
726925.0
2011-02-22 00:00:00 UTC
H-P (HPQ) Q1 Preview: It's All About Tablets, CEOs, and Servers
DELL
https://www.nasdaq.com/articles/h-p-hpq-q1-preview-its-all-about-tablets-ceos-and-servers-2011-02-22
nan
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Hewlett-Packard Company ( HPQ ) is trading lower today, ahead of the company's first quarter earnings report, expected out after the market closes today. Shares are down1.4% this afternoon. HPQ is expected to report EPS of $1.29 on revs of $32.95 billion. Last quarter, the Palo Alto, CA-based computer giant reported EP...
A simple valuation puts Hewlett-Packard with a forward P/E of 8.4x FY12 EPS estimates, compared to 8.6x for Dell, Inc. (Nasdaq: DELL) and 11.2x for International Business Machines ( IBM ). Last week, rival Dell reported their earnings, which was stronger than many analysts had been expecting. EPS for Dell came in at $0...
A simple valuation puts Hewlett-Packard with a forward P/E of 8.4x FY12 EPS estimates, compared to 8.6x for Dell, Inc. (Nasdaq: DELL) and 11.2x for International Business Machines ( IBM ). Last week, rival Dell reported their earnings, which was stronger than many analysts had been expecting. EPS for Dell came in at $0...
EPS for Dell came in at $0.53 with revs of $15.7 billion, versus the consensus EPS of $0.37 and revs of $15.72 billion. A simple valuation puts Hewlett-Packard with a forward P/E of 8.4x FY12 EPS estimates, compared to 8.6x for Dell, Inc. (Nasdaq: DELL) and 11.2x for International Business Machines ( IBM ). Last week, ...
Last week, rival Dell reported their earnings, which was stronger than many analysts had been expecting. A simple valuation puts Hewlett-Packard with a forward P/E of 8.4x FY12 EPS estimates, compared to 8.6x for Dell, Inc. (Nasdaq: DELL) and 11.2x for International Business Machines ( IBM ). EPS for Dell came in at $0...
64b8b1f4-6eba-4210-9b83-8b7a442f934c
726926.0
2011-02-22 00:00:00 UTC
Can Dell Sustain Improved Profit Margins?
DELL
https://www.nasdaq.com/articles/can-dell-sustain-improved-profit-margins-2011-02-22
nan
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Dell ( DELL ) reported strong results for Q4 2011 during its February 15th earnings release, with $15.7 billion in revenues (up 5% over the same period last year) and significant margin improvement. Dell is known for its product line of desktop and notebook PCs as well as its printers and PC displays. Dell primarily co...
With reductions in other expenses like SG&A and R&D as well, Dell's EBITDA margin for its notebook & netbook business saw an incremental 1.5% over 2009 levels. Below are a few key concerns that we believe could potentially hinder Dell's notebook & netbook EBITDA margins in the years ahead. Drag the trend line in the in...
See our full analysis and $22.39 price estimate for Dell Dell Cuts Down on Expenses During Dell's fiscal year 2011, the company's gross margin increased by 1% due in part to strong supply chain execution and continued broad component cost declines. While we currently forecast that EBITDA margins for Dell's notebooks & ...
We currently estimate that notebooks & netbooks comprise the largest source of value for Dell, representing 19% of our $22.39 price estimate for Dell stock . See our full analysis and $22.39 price estimate for Dell Dell Cuts Down on Expenses During Dell's fiscal year 2011, the company's gross margin increased by 1% due...
Dell ( DELL ) reported strong results for Q4 2011 during its February 15th earnings release, with $15.7 billion in revenues (up 5% over the same period last year) and significant margin improvement. Dell saw revenue improvement across all business segments. While we currently forecast that EBITDA margins for Dell's not...
223821c2-03f3-4967-acfc-bbfbdea47aef
726927.0
2011-02-16 00:00:00 UTC
Stocks Higher on Earnings News; New Home Construction at 20-Month High
DELL
https://www.nasdaq.com/articles/stocks-higher-earnings-news-new-home-construction-20-month-high-2011-02-16
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Stocks are higher in mid-session trading as economic data and positive earnings--most notably from Dell ( DELL )--spur buying across sectors. Dell ( DELL ) is higher after reporting Q4 revenue of $15.7 billion, in line with Street estimates. EPS was $0.48 per share on a GAAP basis and $0.53 per share on a non-GAAP basi...
Stocks are higher in mid-session trading as economic data and positive earnings--most notably from Dell ( DELL )--spur buying across sectors. Dell ( DELL ) is higher after reporting Q4 revenue of $15.7 billion, in line with Street estimates. In company news: Sanofi-Aventis ( SNY ) confirms it has struck a long-awaited ...
Stocks are higher in mid-session trading as economic data and positive earnings--most notably from Dell ( DELL )--spur buying across sectors. Dell ( DELL ) is higher after reporting Q4 revenue of $15.7 billion, in line with Street estimates. --Comcast is higher after the company reported 2010 Q4 revenue of $9.7 billion...
Stocks are higher in mid-session trading as economic data and positive earnings--most notably from Dell ( DELL )--spur buying across sectors. Dell ( DELL ) is higher after reporting Q4 revenue of $15.7 billion, in line with Street estimates. EPS was $0.48 per share on a GAAP basis and $0.53 per share on a non-GAAP basi...
Stocks are higher in mid-session trading as economic data and positive earnings--most notably from Dell ( DELL )--spur buying across sectors. Dell ( DELL ) is higher after reporting Q4 revenue of $15.7 billion, in line with Street estimates. Operating under Chapter 11, Borders has received commitments for $505 million ...
b54a9b90-5223-4ba6-8933-369f32f6d327
726928.0
2011-02-16 00:00:00 UTC
Mid-Day Update: Stocks Higher as Earnings Delight Street; Economic Data Supports
DELL
https://www.nasdaq.com/articles/mid-day-update-stocks-higher-earnings-delight-street-economic-data-supports-2011-02-16
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Here's where markets stand at mid-day: -NYSE up 57.60 (+0.69%) to 8,441.27 -DJIA up 59.45 (+0.49%) to 12,286.09 -S&P 500 up 7.70 (+0.58%) to 1,335.48 -Nasdaq up 19.75 (+0.71%) to 2,824.10 GLOBAL SENTIMENT Hang Seng up 1.12% Nikkei up 0.57% FTSE up 0.84% MID-DAY NYSE INDEX WATCH NYSE Energy up 1.14% at 13,685.56 NYSE Fi...
(+) DELL (+10.1%) continues evening gain that followed earnings. (+) GENZ (+1.4%) agrees to $74 per share SNY offer. (+) FDO (+22.8%) continues to gain in wake of Trian Fund interest.
(+) DELL (+10.1%) continues evening gain that followed earnings. NYSE Energy up 1.14% at 13,685.56 NYSE Financial up 1.07% at 5,384.99 NYSE Health Care up 0.53% at 6,707.85 NYSE Arca Tech 100 up 0.61% at 1,178.62 (+) FDO (+22.8%) continues to gain in wake of Trian Fund interest.
(+) DELL (+10.1%) continues evening gain that followed earnings. NYSE Energy up 1.14% at 13,685.56 NYSE Financial up 1.07% at 5,384.99 NYSE Health Care up 0.53% at 6,707.85 NYSE Arca Tech 100 up 0.61% at 1,178.62 (+) GENZ (+1.4%) agrees to $74 per share SNY offer.
(+) DELL (+10.1%) continues evening gain that followed earnings. Here's where markets stand at mid-day: -NYSE up 57.60 (+0.69%) to 8,441.27 -DJIA up 59.45 (+0.49%) to 12,286.09 -S&P 500 up 7.70 (+0.58%) to 1,335.48 -Nasdaq up 19.75 (+0.71%) to 2,824.10 Hang Seng up 1.12% Nikkei up 0.57% FTSE up 0.84%
ee5367fe-f663-4c33-aceb-59ea8c2802c9
726929.0
2011-02-16 00:00:00 UTC
China Inflation: Getting Worse and Coming To A Wal-Mart Near You
DELL
https://www.nasdaq.com/articles/china-inflation-getting-worse-and-coming-wal-mart-near-you-2011-02-16
nan
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By Dian L. Chu, EconForecast On Tuesday Feb. 15, China reported its consumer prices (CPI) rose 4.9% year-over-year (yoy) in January, which came in less than expected. Economists were expecting 5.4% inflation, based on a Bloomberg survey. However, after digesting the data, Asian markets closed mixed on that news, with C...
While China’s busy tightening and dealing with the once in 60-year mass drought, consumer price inflation, and diminishing margins will likely crop up pretty much everywhere from mass retailers like Wal-Mart, Target, to high tech products from companies such as Apple, Hewlett Packard, and Dell. Well, the reason why mar...
While China’s busy tightening and dealing with the once in 60-year mass drought, consumer price inflation, and diminishing margins will likely crop up pretty much everywhere from mass retailers like Wal-Mart, Target, to high tech products from companies such as Apple, Hewlett Packard, and Dell. By Dian L. Chu, EconFore...
While China’s busy tightening and dealing with the once in 60-year mass drought, consumer price inflation, and diminishing margins will likely crop up pretty much everywhere from mass retailers like Wal-Mart, Target, to high tech products from companies such as Apple, Hewlett Packard, and Dell. The change reduced Janua...
While China’s busy tightening and dealing with the once in 60-year mass drought, consumer price inflation, and diminishing margins will likely crop up pretty much everywhere from mass retailers like Wal-Mart, Target, to high tech products from companies such as Apple, Hewlett Packard, and Dell. By Dian L. Chu, EconFore...
9b434cf7-ff2b-4faf-ad4e-523d3b4e3b57
726930.0
2011-02-16 00:00:00 UTC
Opening View: DJIA Futures Point Higher on Earnings and M&A Activity
DELL
https://www.nasdaq.com/articles/opening-view-djia-futures-point-higher-earnings-and-ma-activity-2011-02-16
nan
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DELL GENZkey technical hurdle On the sentiment front, a Bank of America-Merrill Lynch Global Research survey yesterday noted that emerging market exposure among money managers suffered its biggest decline in the survey's history. Commenting on the report, Todd Salamone, Senior Vice President of Research, noticed that t...
DELL GENZkey technical hurdle On the sentiment front, a Bank of America-Merrill Lynch Global Research survey yesterday noted that emerging market exposure among money managers suffered its biggest decline in the survey's history. After the close last night, Dell Inc. reported a fourth-quarter profit of $927 million, or...
After the close last night, Dell Inc. reported a fourth-quarter profit of $927 million, or 48 cents per share, as revenue rose to $15.69 billion from $14.9 billion a year ago. DELL GENZkey technical hurdle On the sentiment front, a Bank of America-Merrill Lynch Global Research survey yesterday noted that emerging marke...
After the close last night, Dell Inc. reported a fourth-quarter profit of $927 million, or 48 cents per share, as revenue rose to $15.69 billion from $14.9 billion a year ago. On an adjusted basis, Dell said it earned 53 cents per share, blowing past Wall Street's estimate for a profit of 36 cents per share. DELL GENZk...
DELL GENZkey technical hurdle On the sentiment front, a Bank of America-Merrill Lynch Global Research survey yesterday noted that emerging market exposure among money managers suffered its biggest decline in the survey's history. After the close last night, Dell Inc. reported a fourth-quarter profit of $927 million, or...
57cf3d9a-f384-41da-a427-3220b9e1faea
726931.0
2011-02-15 00:00:00 UTC
Opening View: DJIA Futures Dip Ahead of Data Deluge
DELL
https://www.nasdaq.com/articles/opening-view-djia-futures-dip-ahead-data-deluge-2011-02-15
nan
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Technically, the DJIA continues to stare up at resistance at the 12,300 level, even as the blue chip barometer consolidates along support above the 12,150-12,200 region. As for the SPX, traders should continue to keep a close eye on 1,333.58 -- a double of the index's March 2009 low . The broad-market index could find ...
Earnings Preview On the earnings front, CIT Group ( CIT ), Dell ( DELL ), Fossil (FOSL), Tesla Motors (TSLA), and ValueClick (VCLK) are slated to release their quarterly earnings reports. "We experienced significant network disruptions in the U.S. and Europe and unusually high costs from severe winter storms," said Ala...
Earnings Preview On the earnings front, CIT Group ( CIT ), Dell ( DELL ), Fossil (FOSL), Tesla Motors (TSLA), and ValueClick (VCLK) are slated to release their quarterly earnings reports. After the close last night, FedEx Corp. ( FDX ) cut its third-quarter earnings outlook due to severe winter storms and higher-than-e...
Earnings Preview On the earnings front, CIT Group ( CIT ), Dell ( DELL ), Fossil (FOSL), Tesla Motors (TSLA), and ValueClick (VCLK) are slated to release their quarterly earnings reports. In earnings news this morning, Watson Pharmaceuticals Inc. ( WPI ) said that its fourth-quarter profit fell to $18.3 million, or 15 ...
Earnings Preview On the earnings front, CIT Group ( CIT ), Dell ( DELL ), Fossil (FOSL), Tesla Motors (TSLA), and ValueClick (VCLK) are slated to release their quarterly earnings reports. ** Trading the News: A Contrarian View. Additionally, the U.K.'s CPI rose 4% in January from 3.7% in December.
b9a0492d-0afb-453a-b155-cc69df82d342
726932.0
2011-02-15 00:00:00 UTC
Apple's Mac Notebook Prices More Resilient Than Our Estimates
DELL
https://www.nasdaq.com/articles/apples-mac-notebook-prices-more-resilient-our-estimates-2011-02-15
nan
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The average price of Apple's ( AAPL ) Mac notebook has been declining since 2006, with the highest decline seen in 2008 led by weaker consumer demand due to a sluggish economy. We expect the decline to continue with ongoing commoditization of notebooks and competition from cheaper netbooks and tablets like the iPad. Th...
Apple primarily competes with PC makers like Dell ( DELL ), HP ( HPQ ) and Acer, all of which have seen greater notebook price erosion than Apple historically. We expect the decline to continue with ongoing commoditization of notebooks and competition from cheaper netbooks and tablets like the iPad. Hence netbooks and ...
Apple primarily competes with PC makers like Dell ( DELL ), HP ( HPQ ) and Acer, all of which have seen greater notebook price erosion than Apple historically. We expect the decline to continue with ongoing commoditization of notebooks and competition from cheaper netbooks and tablets like the iPad. While we estimate t...
Apple primarily competes with PC makers like Dell ( DELL ), HP ( HPQ ) and Acer, all of which have seen greater notebook price erosion than Apple historically. While we estimate the average price of Mac notebooks will decrease to about $875 by the end of Trefis forecast period, Trefis members predict Mac's price will d...
Apple primarily competes with PC makers like Dell ( DELL ), HP ( HPQ ) and Acer, all of which have seen greater notebook price erosion than Apple historically. We expect the decline to continue with ongoing commoditization of notebooks and competition from cheaper netbooks and tablets like the iPad. While we estimate t...
f75cd74b-799c-41bb-85d8-e0d504c53e97
726933.0
2011-02-15 00:00:00 UTC
Tablets to Help Push Dell Stock Above $20
DELL
https://www.nasdaq.com/articles/tablets-help-push-dell-stock-above-20-2011-02-15
nan
nan
Dell ( DELL ) has now entered the tablet race with the launch of the Streak 7 this month. According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Motorola Mobility ( MMI ) and LG all launching t...
We estimate that Dell will be able to capture a modest 5% market share of Android based tablets in 2011 behind competitors like Samsung and Motorola selling close to 700,000 units during the year. However, there could be an upside of around 8% to our estimate for Dell's stock if the tablet unit sales increase at a much...
We estimate that tablets will contribute about 6% to Dell's stock value; however, if Dell can create more success with tablets than our forecast, there could be upside to the $20.84 Trefis price estimate for Dell's stock , which is significantly above the current market price. Dell to Capture 5% Share of Android Based ...
We estimate that tablets will contribute about 6% to Dell's stock value; however, if Dell can create more success with tablets than our forecast, there could be upside to the $20.84 Trefis price estimate for Dell's stock , which is significantly above the current market price. We estimate Dell's tablet sales will conti...
We estimate Dell's tablet sales will continue to grow at the same rate as the Android based tablet market reaching 5 million units by the end of our forecast period. Dell's Tablet Pricing Could Decline Dell's Streak 7 at $450 is priced at the lower end of the tablet market. However with the Streak 10 expected to launch...
e7c15bf4-e535-451a-bf5a-44597d43ac6f
726934.0
2011-02-12 00:00:00 UTC
Growing Notebook & Netbook Market Will Boost Dell's PC Business
DELL
https://www.nasdaq.com/articles/growing-notebook-netbook-market-will-boost-dells-pc-business-2011-02-12
nan
nan
We expect the growth in notebooks and netbooks will benefit computer makers like Dell ( DELL ), Apple ( AAPL ) and HP ( HPQ ). Dell's PC market share, in particular, has been declining over the years. It's trying to improve its position by building up on its cloud offerings, and expanding its foray into tablets. This c...
Tablets, Cloud Offerings Should Drive Dell's PC Share Dell surpassed Acer to become the second largest PC sales vendor in Q4 2010 aided by strong emerging market sales realizing 4.2% YOY growth compared to Q4 2009. We expect the growth in notebooks and netbooks will benefit computer makers like Dell ( DELL ), Apple ( A...
Tablets, Cloud Offerings Should Drive Dell's PC Share Dell surpassed Acer to become the second largest PC sales vendor in Q4 2010 aided by strong emerging market sales realizing 4.2% YOY growth compared to Q4 2009. We expect the growth in notebooks and netbooks will benefit computer makers like Dell ( DELL ), Apple ( A...
Tablets, Cloud Offerings Should Drive Dell's PC Share Dell surpassed Acer to become the second largest PC sales vendor in Q4 2010 aided by strong emerging market sales realizing 4.2% YOY growth compared to Q4 2009. We expect the growth in notebooks and netbooks will benefit computer makers like Dell ( DELL ), Apple ( A...
Tablets, Cloud Offerings Should Drive Dell's PC Share Dell surpassed Acer to become the second largest PC sales vendor in Q4 2010 aided by strong emerging market sales realizing 4.2% YOY growth compared to Q4 2009. We expect the growth in notebooks and netbooks will benefit computer makers like Dell ( DELL ), Apple ( A...
534c4f07-c71a-4b9b-aeeb-d9d019e7db0e
726935.0
2011-02-09 00:00:00 UTC
This May Be the Best Bet on the Tablet Revolution
DELL
https://www.nasdaq.com/articles/may-be-best-bet-tablet-revolution-2011-02-09
nan
nan
Last month, the world's top high-tech manufacturers gathered in Las Vegas for the annual Consumer Electronics Show. They hobnobbed. They exchanged business cards. But most important, they introduced their latest innovations to the world. Remember, this is the venue where we got our first real glimpse of VCRs (1970), CD...
Not far behind, well-respected tech outfits like Dell (Nasdaq: DELL ) , LG, Vizio, Cisco (Nasdaq: CSCO ) , Sony (NYSE: SNE ) and Toshiba will all soon enter the field, along with scores of lesser-known manufacturers competing at different price points. Today's tablets are years ahead of previous generations -- they can...
Not far behind, well-respected tech outfits like Dell (Nasdaq: DELL ) , LG, Vizio, Cisco (Nasdaq: CSCO ) , Sony (NYSE: SNE ) and Toshiba will all soon enter the field, along with scores of lesser-known manufacturers competing at different price points. The company recently ordered 65 million iPad display screens from v...
Not far behind, well-respected tech outfits like Dell (Nasdaq: DELL ) , LG, Vizio, Cisco (Nasdaq: CSCO ) , Sony (NYSE: SNE ) and Toshiba will all soon enter the field, along with scores of lesser-known manufacturers competing at different price points. Citigroup analysts believe sales could reach 35 million units this ...
Not far behind, well-respected tech outfits like Dell (Nasdaq: DELL ) , LG, Vizio, Cisco (Nasdaq: CSCO ) , Sony (NYSE: SNE ) and Toshiba will all soon enter the field, along with scores of lesser-known manufacturers competing at different price points. The company recently ordered 65 million iPad display screens from v...
f7c85eed-f4a1-4055-9ab1-ea49457de2eb
726936.0
2011-02-08 00:00:00 UTC
Xoom and Tablets to Make up 20% of Motorola Mobility's Value
DELL
https://www.nasdaq.com/articles/xoom-and-tablets-make-20-motorola-mobilitys-value-2011-02-08
nan
nan
Motorola Mobility ( MMI ) has now entered the tablet market and is expected to launch the Xoom tablet in February 2011. According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and ...
According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG posing the biggest threat as competitors to Motorola Mobility. We expect that other big players like Cisco ( CSCO ), ...
According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG posing the biggest threat as competitors to Motorola Mobility. We expect that other big players like Cisco ( CSCO ), ...
According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG posing the biggest threat as competitors to Motorola Mobility. We expect that other big players like Cisco ( CSCO ), ...
According to IDC, the tablet market is expected to grow from around 45 million in 2011 to 71 million in 2012, with players like Apple ( AAPL ), Research in Motion ( RIMM ), Samsung, Dell ( DELL ) and LG posing the biggest threat as competitors to Motorola Mobility. We expect that other big players like Cisco ( CSCO ), ...
a66d3c29-9ce4-4954-b84f-711e2c49c6de
726937.0
2011-02-08 00:00:00 UTC
Upside to NetApp as SME's Increase IT Spend
DELL
https://www.nasdaq.com/articles/upside-netapp-smes-increase-it-spend-2011-02-08
nan
nan
NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp's storage hardware helps customers manage data efficiently an...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. Reduced Total Cost of Ownership - customers do not need two separate...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp's storage hardware helps customers manage data efficiently and keep their information both available and secure. See our full analysis and $64.48 price estimate for NetApp Potential Upside ...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Given NetApp's strong positioning in the data storage space and the fact that it is among the pioneers of virtualization storage solutions, the fastest growing segment in the data storage industry...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. NetApp's storage hardware helps customers manage data efficiently an...
0c7bcdc5-60a3-4ee4-b14a-c20792b5fe0e
726938.0
2011-01-29 00:00:00 UTC
NetApp Stock Upside / Downside Scenario in Storage Hardware Business
DELL
https://www.nasdaq.com/articles/netapp-stock-upside-downside-scenario-storage-hardware-business-2011-01-29
nan
nan
NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market and currently has just under 12% market share in the total external s...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market and currently has just under 12% market share in the total external storage market in the world. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized ...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market and currently has just under 12% market share in the total external storage market in the world. We estimate that NetApp's Storage Hardware business accounts for nearly 41% of the $64.48 Trefis pri...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market and currently has just under 12% market share in the total external storage market in the world. We estimate that NetApp's Storage Hardware business accounts for nearly 41% of the $64.48 Trefis pri...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market and currently has just under 12% market share in the total external storage market in the world. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized ...
f5d3c913-acf0-4893-8a3a-bce44d9eea19
726939.0
2011-01-27 00:00:00 UTC
Should Dell Focus its Net Cash Position on Investment in Tablet Technology?
DELL
https://www.nasdaq.com/articles/should-dell-focus-its-net-cash-position-investment-tablet-technology-2011-01-27
nan
nan
Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. Dell currently has a net cash balance of about $8 billion; we estimate that this net cash position represents nearly 22% of Dell's st...
While some might think that Dell is off to a slow start compared to some its competitors in the tablet market, the technology is only at its beginning and has great potential for further development and refinement as the cloud offering increases. With a significant net cash balance, Dell is in an excellent position and...
Dell currently has a net cash balance of about $8 billion; we estimate that this net cash position represents nearly 22% of Dell's stock value, which is notably higher than for most competitors like HP, Intel ( INTC ) and even Apple. Dell is already showing continued strength in PC shipments (see Dells Continued Streng...
Dell currently has a net cash balance of about $8 billion; we estimate that this net cash position represents nearly 22% of Dell's stock value, which is notably higher than for most competitors like HP, Intel ( INTC ) and even Apple. While Apple's net cash balance at $60 billion is way beyond Dell's $8 billion in absol...
We currently have a $19.25 price estimate for Dell's stock , well ahead of market value. Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. Dell currently has a net cash balance of abo...
0f51b5bd-4910-4eb7-96c7-f13a7c176d18
726940.0
2011-01-25 00:00:00 UTC
Higher Margin on Software and Systems Reinforces Promising Outlook for IBM
DELL
https://www.nasdaq.com/articles/higher-margin-software-and-systems-reinforces-promising-outlook-ibm-2011-01-25
nan
nan
IBM ( IBM ) competes with Oracle ( ORCL ) and Red Hat in the middleware software market. IBM charges for new software licenses, maintenance of existing licenses and services associated with its popular middleware software. IBM is also among the global leaders in business systems and competes with hardware vendors like ...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. In its Q4 earnings press release, IBM reported strong performance with revenues and margin...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. Revenue increased for all segments except global financing, and gross margin improvement w...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. Revenue increased for all segments except global financing, and gross margin improvement w...
IBM is also among the global leaders in business systems and competes with hardware vendors like HP ( HPQ ) and Dell ( DELL ) in the server market as well as storage firms like EMC ( EMC ) and NetApp (NTAP) in the storage market. We currently estimate that middleware software is the largest value driver for IBM, contri...
55b707bb-1dda-44fb-be44-47eb1da80ff5
726941.0
2011-01-19 00:00:00 UTC
Dell's Strategic Shift to Cloud Lifts Stock Outlook
DELL
https://www.nasdaq.com/articles/dells-strategic-shift-cloud-lifts-stock-outlook-2011-01-19
nan
nan
Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. Over the past month, Dell has announced plans to acquire three smaller cloud-service companies - Compellent Technologies, Inc., Insit...
To capitalize on this trend, Dell entered into a $960 million agreement to acquire Compellent, a provider of highly-virtualized storage solutions with automated data management features for enterprise and cloud-computing environments. On the other hand, services offer more reliable revenue streams and can be leveraged ...
We believe this move will enable Dell to better compete with other virtualized storage providers like EMC ( EMC ), NetApp (NTAP) and HP that have made similar acquisitions. Cloud Provides a Hedge Against Slowing Demand for Hardware We previously discussed Dell's increasing shift to service operations (See Dell's Consul...
Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. Dell previously missed out on a large cloud opportunity when it lost the bid for 3Par to HP (See HP Emerges as Victor Over Dell in Ba...
Cloud Provides a Hedge Against Slowing Demand for Hardware We previously discussed Dell's increasing shift to service operations (See Dell's Consulting & Services - 13% of Stock Value and Growing ). This is particularly attractive to Dell as it competes with giants like HP and IBM for high-value enterprise customers. O...
9ff28c96-5838-4a31-bd39-d5d57ae3fea3
726942.0
2011-01-19 00:00:00 UTC
These Companies are Sitting on Billions of Dollars
DELL
https://www.nasdaq.com/articles/these-companies-are-sitting-billions-dollars-2011-01-19
nan
nan
The S&P 500 pushed back above 1,100 in September 2010, past the 1,200 mark in early December and is already on the cusp of 1,300. With that kind of upward move, it's reasonable to feel cautious. You want to participate in this impressive rally, but don't want to give up big gains if the market shifts direction. That's ...
I discussed Dell's (Nasdaq: DELL ) prodigiouscash flow that complements its hefty cash hoard back in November . Dell is still a company in search of growth (perhaps enabled by a recent acquisition spree), but itsbalance sheet remains stunningly strong. Two more candidates It would be awfully tempting to get behind Comt...
Dell is still a company in search of growth (perhaps enabled by a recent acquisition spree), but itsbalance sheet remains stunningly strong. I discussed Dell's (Nasdaq: DELL ) prodigiouscash flow that complements its hefty cash hoard back in November . Thanks to the economic slowdown, many customers decided to hold off...
I discussed Dell's (Nasdaq: DELL ) prodigiouscash flow that complements its hefty cash hoard back in November . Dell is still a company in search of growth (perhaps enabled by a recent acquisition spree), but itsbalance sheet remains stunningly strong. Surprisingly, even after this sharp upward move in the markers, a n...
I discussed Dell's (Nasdaq: DELL ) prodigiouscash flow that complements its hefty cash hoard back in November . Dell is still a company in search of growth (perhaps enabled by a recent acquisition spree), but itsbalance sheet remains stunningly strong. Let's look at some of the most intriguing cash-rich plays among the...
2a535f11-c78d-4af9-8117-64e11e262480
726943.0
2011-01-15 00:00:00 UTC
NetApp's Targets Virtualization With Akorri Acquisition Adding 20% Upside Potential
DELL
https://www.nasdaq.com/articles/netapps-targets-virtualization-akorri-acquisition-adding-20-upside-potential-2011-01-15
nan
nan
NetApp ( NTAP ), the third largest player globally in the external disk storage market, recently announced that it would acquire Akorri Networks, a virtualization software company in an "all cash" deal though the amount was not disclosed. NetApp creates innovative storage and data management solutions for small and med...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ), the third largest player globally in the external disk storage market, recently announced that it would acquire Akorri Networks, a virtualization software company in an "all cash"...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ), the third largest player globally in the external disk storage market, recently announced that it would acquire Akorri Networks, a virtualization software company in an "all cash"...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ), the third largest player globally in the external disk storage market, recently announced that it would acquire Akorri Networks, a virtualization software company in an "all cash"...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ), the third largest player globally in the external disk storage market, recently announced that it would acquire Akorri Networks, a virtualization software company in an "all cash"...
f936fe55-435e-4e5d-b7d8-3a0f444a2232
726944.0
2011-01-11 00:00:00 UTC
5 Component Suppliers Will Get $17 Billion from Apple in 2011
DELL
https://www.nasdaq.com/articles/5-component-suppliers-will-get-17-billion-apple-2011-2011-01-11
nan
nan
Apple's ( AAPL ) success has come from its popular products including the Mac, iPod, iPhone and iPad. In the process, Apple has become the second most valuable public company in the world with a market cap of more than $300 billion. Apple traditionally competes with large manufacturers like Dell ( DELL ) and HP ( HPQ )...
Apple traditionally competes with large manufacturers like Dell ( DELL ) and HP ( HPQ ) in the personal computer market, Research in Motion ( RIMM ) and Nokia ( NOK ) in the mobile phone market, and Amazon (AMZN) in the e-reader market. These suppliers provide the key components for Apple products that are typically as...
Apple traditionally competes with large manufacturers like Dell ( DELL ) and HP ( HPQ ) in the personal computer market, Research in Motion ( RIMM ) and Nokia ( NOK ) in the mobile phone market, and Amazon (AMZN) in the e-reader market. These numbers become substantial when combined with our estimated unit sales totals...
Apple traditionally competes with large manufacturers like Dell ( DELL ) and HP ( HPQ ) in the personal computer market, Research in Motion ( RIMM ) and Nokia ( NOK ) in the mobile phone market, and Amazon (AMZN) in the e-reader market. LG Display supplies both the LCD display and touchscreen interface for the iPhone 4...
Apple traditionally competes with large manufacturers like Dell ( DELL ) and HP ( HPQ ) in the personal computer market, Research in Motion ( RIMM ) and Nokia ( NOK ) in the mobile phone market, and Amazon (AMZN) in the e-reader market. LG Display supplies both the LCD display and touchscreen interface for the iPhone 4...
b86ef36d-e70d-430d-9762-dee279d27677
726945.0
2011-01-06 00:00:00 UTC
NetApp Positions Itself for Pickup in Enterprise Spending
DELL
https://www.nasdaq.com/articles/netapp-positions-itself-pickup-enterprise-spending-2011-01-06
nan
nan
NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp's storage hardware helps customers manage data more efficient...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. CIO's are considering whether they want to spend heavily to upgrade ...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Rise in IT Outsourcing NetApp's CEO Tom Georgens discussed the outlook for 2011 and was optimistic about NetApp's business while being cautiously optimistic on the broader corporate spending outlo...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Rise in IT Outsourcing NetApp's CEO Tom Georgens discussed the outlook for 2011 and was optimistic about NetApp's business while being cautiously optimistic on the broader corporate spending outlo...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. We believe NetApp is a company that is well positioned to benefit if enterprise spending picks up. We have earlier discussed how NetApp's stands to benefit from increasing demand from cloud.
c10a9152-fb66-4855-add6-4584b34eb601
726946.0
2011-01-06 00:00:00 UTC
Betting Against Facebook
DELL
https://www.nasdaq.com/articles/betting-against-facebook-2011-01-06
nan
nan
ChartProphet submit: Facebook has transformed the way we live and interact, has flooded the world with opportunities in a rapidly-developing social-media era, and may have even become the "second internet." But with dot-com bubble valuations, growth limitations, and potential legal hurdles standing in the way - are we ...
And Dell ( DELL ), which is valued at half of Facebook's valuation, earns 30X as much as Facebook. Already the largest networking, photo, and gaming site, with very impressive upcoming opportunities in apps, television, its own email service, and just about every aspect of the internet, Facebook is not too far from bei...
And Dell ( DELL ), which is valued at half of Facebook's valuation, earns 30X as much as Facebook. And with Goldman Sachs ( GS ) announcing this week that it will invest $500 million in Facebook, creating a "special purpose vehicle" to allow its wealthy investors to buy a stake in the company, the mass-investing phase ...
And Dell ( DELL ), which is valued at half of Facebook's valuation, earns 30X as much as Facebook. shared each month, developers from over 190 countries building with the Facebook platform, an average of 10,000 new websites being integrated with Facebook every day, and the recognition that Facebook is likely the number...
And Dell ( DELL ), which is valued at half of Facebook's valuation, earns 30X as much as Facebook. Because based on its $50 billion valuation and $2 billion in revenues, it currently has a P/E ratio of over 100, with some estimates as high as 400! People generally prefer that their information be kept private, or at le...
d1316395-b30d-41ae-8da0-b56bd6797fdb
726947.0
2011-01-06 00:00:00 UTC
iPad to Continue its Reign Despite Flurry of Tablets in 2011
DELL
https://www.nasdaq.com/articles/ipad-continue-its-reign-despite-flurry-tablets-2011-2011-01-06
nan
nan
Apple's ( AAPL ) iPad, which competes with Amazon's ( AMZN ) Kindle and Barnes and Noble's ( BKS ) Nook in the e-reader market, is continuing to see substantial growth in sales, and we expect this trend to continue. The tablet PC market has grown exponentially with leading PC makers like Dell ( DELL ) and HP ( HPQ ) in...
The tablet PC market has grown exponentially with leading PC makers like Dell ( DELL ) and HP ( HPQ ) introducing their own versions of tablets like the Streak and Slate, respectively, in order to compete better with the iPad. Though we expect Apple to face competition from a flurry of tablet devices, many of which are...
The tablet PC market has grown exponentially with leading PC makers like Dell ( DELL ) and HP ( HPQ ) introducing their own versions of tablets like the Streak and Slate, respectively, in order to compete better with the iPad. We currently have a Trefis price estimate of $418 for Apple's stock , about 27% above the cur...
The tablet PC market has grown exponentially with leading PC makers like Dell ( DELL ) and HP ( HPQ ) introducing their own versions of tablets like the Streak and Slate, respectively, in order to compete better with the iPad. While we expect iPad unit sales will touch close to 30 million by 2013, Trefis members predic...
The tablet PC market has grown exponentially with leading PC makers like Dell ( DELL ) and HP ( HPQ ) introducing their own versions of tablets like the Streak and Slate, respectively, in order to compete better with the iPad. We currently have a Trefis price estimate of $418 for Apple's stock , about 27% above the cur...
6106c572-64c2-4e4d-9bee-af0da54399ca
726948.0
2011-01-05 00:00:00 UTC
Desktop Market Share Stabilization Could Bolster Dell's Stock
DELL
https://www.nasdaq.com/articles/desktop-market-share-stabilization-could-bolster-dells-stock-2011-01-05
nan
nan
Dell ( DELL ) is known primarily for its product line of desktop and notebook PCs, printers, and PC displays. Dell, currently the third largest PC vendor in the world, primarily competes with HP ( HPQ ) and Acer (TPE:2353) at the top end of the PC market. We currently have a $19.25 Trefis price estimate for Dell's stoc...
Given the increasing popularity of iMac PC's in emerging countries and the launch of new and innovative products from Apple, Apple's iMac is expected to drive the growth (if any) in the worldwide desktop PC market going forward and increase its market share at the cost of other major players like Dell, HP etc. As we've...
We recently discussed upside to Dell's stock value from increased notebook and netbook sales (See Dell Could Draw Upside from Notebook PC Market Share ). Dell ( DELL ) is known primarily for its product line of desktop and notebook PCs, printers, and PC displays. Dell, currently the third largest PC vendor in the world...
We recently discussed upside to Dell's stock value from increased notebook and netbook sales (See Dell Could Draw Upside from Notebook PC Market Share ). Given the increasing popularity of iMac PC's in emerging countries and the launch of new and innovative products from Apple, Apple's iMac is expected to drive the gro...
We currently have a $19.25 Trefis price estimate for Dell's stock , which is well ahead of market value. We recently discussed upside to Dell's stock value from increased notebook and netbook sales (See Dell Could Draw Upside from Notebook PC Market Share ). As we've previously noted in our article emphasizing notebook...
32bfca89-997a-49bd-b04a-1de0d26720e0
726949.0
2011-01-04 00:00:00 UTC
Stocks Slip Despite Positive Economic News; Investors Look to Fed Minutes This Afternoon
DELL
https://www.nasdaq.com/articles/stocks-slip-despite-positive-economic-news-investors-look-fed-minutes-afternoon-2011-01-04
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Stocks are mixed at mid-session after Inflation in Europe overshadowed new economic reports that saw an unexpected jump in factory orders and an increase in Christmas retail sales--both suggesting economic expansion. Investor attention will be focused on the Federal Reserve's December monetary policy meeting minutes, w...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. Investors will be closely watching for a central bank assessment that at...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. Investor attention will be focused on the Federal Reserve's December mon...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. In company news: General Motors ( GM ) shares are higher after it report...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. Investor attention will be focused on the Federal Reserve's December mon...
f4bcbb1f-ca18-45bd-9783-b949bbb09181
726950.0
2011-01-04 00:00:00 UTC
Mid-Day Update: Stocks Lower After Europe Inflation Overshadows Upbeat Retail Sales, Factory Orders; Fed Meeting Minutes on Tap
DELL
https://www.nasdaq.com/articles/mid-day-update-stocks-lower-after-europe-inflation-overshadows-upbeat-retail-sales-factory
nan
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Here's where markets stand at mid-day: -NYSE down 46.05 (-0.57%) to 7,997.92 -DJIA down 9.99 (-0.09%) to 11,660.76 -S&P 500 down 6.46 (-0.51%) to 1,265.34 -Nasdaq down 22.82 (-0.85%) to 2,2668.74 GLOBAL SENTIMENT Hang Seng up 0.99% Nikkei up 1.65% FTSE up 1.93% MID-DAY NYSE INDEX WATCH NYSE Energy down 0.67% at 12,555....
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. Investors will be closely watching for a central bank assessment that at...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. In company news: General Motors ( GM ) shares are higher after it report...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. In company news: General Motors ( GM ) shares are higher after it report...
Dell Inc.( DELL ) announced Tuesday its plans to acquire information-security services firm SecureWorks, Inc. The acquisition comes three weeks after DELL's announcement that it had agreed to acquire Compellent Technologies (CML) for $820 million. (+) BP (+2.1%) gaining but off early highs; subject of article about int...
e5fed7be-b5ac-4d23-9b95-98642860d4bd
726951.0
2011-01-04 00:00:00 UTC
Dell Could Draw Upside from Notebook PC Market Share
DELL
https://www.nasdaq.com/articles/dell-could-draw-upside-notebook-pc-market-share-2011-01-04
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Dell ( DELL ) is known primarily for its product line of desktop and notebook PCs, printers, and PC displays. Dell, currently the third largest PC vendor in the world, primarily competes with HP ( HPQ ) and Acer (TPE:2353) at the top end of the PC market. We currently have a $19.25 Trefis price estimate for Dell's stoc...
The decision is hampering Dell's top-line revenue growth, however, as consumers select more competitively priced Acer and HP products. However, if Dell is able to counter this forecast and continue its recent sales improvement trend, there could be a significant upside to the company's stock value. Dell ( DELL ) is kno...
Loss of Share to HP and Acer Dell has lost significant market share in the notebook & netbook segment (18% in 2005 to 12.0% in 2009) to HP and Acer. But Recent Sales Improvement Could Counter this Trend Despite its recent loss of share to Acer and HP, Dell might be regaining its position. To highlight this sensitivity,...
Loss of Share to HP and Acer Dell has lost significant market share in the notebook & netbook segment (18% in 2005 to 12.0% in 2009) to HP and Acer. Higher Average Prices for Dell Could Spell Additional Share Losses Dell's overall average selling prices have been higher than those of its competitors, which appears to b...
We currently have a $19.25 Trefis price estimate for Dell's stock , which is well ahead of market value. Loss of Share to HP and Acer Dell has lost significant market share in the notebook & netbook segment (18% in 2005 to 12.0% in 2009) to HP and Acer. For Q3'10, Dell increased PC shipments by 9.3% over the same perio...
49223541-73db-4c07-8d39-c709a294353d
726952.0
2011-01-04 00:00:00 UTC
Lexmark Market Share Recovery on Laser Printer Focus Gives Upside for Stock
DELL
https://www.nasdaq.com/articles/lexmark-market-share-recovery-laser-printer-focus-gives-upside-stock-2011-01-04
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Lexmark's ( LXK ) market share in laser printers has consistently declined in the past few years because of declining share of Dell ( DELL ) in Lexmark's revenues and faster growth by competitors HP ( HPQ ), Samsung and Canon. As Lexmark increases its focus in laser market, we expect it to gain some share from smaller ...
We forecast Dell will exit the printer business, which could hurt Lexmark, as it will lose close to 10% of its revenue share. Lexmark's ( LXK ) market share in laser printers has consistently declined in the past few years because of declining share of Dell ( DELL ) in Lexmark's revenues and faster growth by competitor...
Lexmark's ( LXK ) market share in laser printers has consistently declined in the past few years because of declining share of Dell ( DELL ) in Lexmark's revenues and faster growth by competitors HP ( HPQ ), Samsung and Canon. Declining Dell Share and Faster Growth by Competitors Dell's share in Lexmark's revenues has ...
Lexmark's ( LXK ) market share in laser printers has consistently declined in the past few years because of declining share of Dell ( DELL ) in Lexmark's revenues and faster growth by competitors HP ( HPQ ), Samsung and Canon. Declining Dell Share and Faster Growth by Competitors Dell's share in Lexmark's revenues has ...
Lexmark's ( LXK ) market share in laser printers has consistently declined in the past few years because of declining share of Dell ( DELL ) in Lexmark's revenues and faster growth by competitors HP ( HPQ ), Samsung and Canon. Declining Dell Share and Faster Growth by Competitors Dell's share in Lexmark's revenues has ...
9bd723a6-9316-4422-93d2-140eb02b2b98
726953.0
2010-12-25 00:00:00 UTC
NetApp Could Hit $90 on Growth in Hardware Storage Business
DELL
https://www.nasdaq.com/articles/netapp-could-hit-90-growth-hardware-storage-business-2010-12-25
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NetApp's ( NTAP ) storage hardware market share in terms of gigabytes has been increasing consistently over the years, with 201o witnessing high growth led by success of its unified storage strategy and rising demand by enterprises for high-end storage hardware via cloud computing.NetApp competes mainly with EMC ( EMC ...
NetApp's ( NTAP ) storage hardware market share in terms of gigabytes has been increasing consistently over the years, with 201o witnessing high growth led by success of its unified storage strategy and rising demand by enterprises for high-end storage hardware via cloud computing.NetApp competes mainly with EMC ( EMC ...
NetApp's ( NTAP ) storage hardware market share in terms of gigabytes has been increasing consistently over the years, with 201o witnessing high growth led by success of its unified storage strategy and rising demand by enterprises for high-end storage hardware via cloud computing.NetApp competes mainly with EMC ( EMC ...
NetApp's ( NTAP ) storage hardware market share in terms of gigabytes has been increasing consistently over the years, with 201o witnessing high growth led by success of its unified storage strategy and rising demand by enterprises for high-end storage hardware via cloud computing.NetApp competes mainly with EMC ( EMC ...
NetApp's ( NTAP ) storage hardware market share in terms of gigabytes has been increasing consistently over the years, with 201o witnessing high growth led by success of its unified storage strategy and rising demand by enterprises for high-end storage hardware via cloud computing.NetApp competes mainly with EMC ( EMC ...
d6dbfdef-f6e9-4e3c-92a3-e0bda6fb5299
726954.0
2010-12-21 00:00:00 UTC
Microsoft’s Tablet Headwind Could Hurt Its Stock
DELL
https://www.nasdaq.com/articles/microsofts-tablet-headwind-could-hurt-its-stock-2010-12-21
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According to a New York Times report, Microsoft ( MSFT ) is expected to unveil tablet PCs utilizing a customized form of its Windows 7 operating system at the 2011 Consumer Electronics Show in Las Vegas. According to the report, the tablet devices will be built by Samsung (SEO:005930) and Dell ( DELL ), and will featur...
According to the report, the tablet devices will be built by Samsung (SEO:005930) and Dell ( DELL ), and will feature Windows OS. According to a New York Times report, Microsoft ( MSFT ) is expected to unveil tablet PCs utilizing a customized form of its Windows 7 operating system at the 2011 Consumer Electronics Show ...
According to the report, the tablet devices will be built by Samsung (SEO:005930) and Dell ( DELL ), and will feature Windows OS. Downside to Microsoft Stock As discussed above, Microsoft could struggle in the tablet market due to a weak strategy and late entry into the tablet market. We expect Microsoft's OS operating...
According to the report, the tablet devices will be built by Samsung (SEO:005930) and Dell ( DELL ), and will feature Windows OS. However, Windows 8 is expected to be released by 2011-end, by which time the tablet market will be more competitive, with Google ( GOOG ) Android tablets, Research in Motion ( RIMM ) PlayBoo...
According to the report, the tablet devices will be built by Samsung (SEO:005930) and Dell ( DELL ), and will feature Windows OS. However, Windows 8 is expected to be released by 2011-end, by which time the tablet market will be more competitive, with Google ( GOOG ) Android tablets, Research in Motion ( RIMM ) PlayBoo...
ffcedd1f-1bab-41da-b61a-7d8d670af813
726955.0
2010-12-17 00:00:00 UTC
How NetApp Benefits from Cloud Demand
DELL
https://www.nasdaq.com/articles/how-netapp-benefits-cloud-demand-2010-12-17
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NetApp ( NTAP ) creates innovative storage and data management solutions for small and medium-sized companies around the world. It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Cloud Computing, also known as IT as a Service (ITaaS), is increasin...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Cloud Computing, also known as IT as a Service (ITaaS), is increasingly being adopted as a way for IT organizations to decrease costs, improve efficiency, and enhance business agility. Increasing ...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. Increasing requirements for business agility, reducing costs, and improving efficiencies has forced organizations to implement private clouds. How NetApp Benefits NetApp can benefit in multiple wa...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. How NetApp Benefits NetApp can benefit in multiple ways from demand for cloud services: (1) Higher storage market share NetApp has been helping companies evolve to a private cloud infrastructure s...
It competes mainly with EMC ( EMC ), IBM ( IBM ), HP ( HPQ ) and Dell ( DELL ) in the external disk storage systems market. We currently have a Trefis price estimate of $64 for NetApp's stock , about 22% above its current market price. Increasing requirements for business agility, reducing costs, and improving efficien...
0043ab2e-ca28-4ab4-8bd5-29138b059d6d
726956.0
2010-12-16 00:00:00 UTC
Cloud Competition Will Continue to Be Significant - Who Will Prosper?
DELL
https://www.nasdaq.com/articles/cloud-competition-will-continue-be-significant-who-will-prosper-2010-12-16
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Michael Filighera submits: MOVING THE MARKET The popularity of cloud-computing has been on the rise for the past few years, and correspondingly, there has been a marked increase in M&A activity recently. For example, this week's deal between Dell ( DELL ) and Compellent ( CML ) for nearly $1B, demonstrates the vibrancy...
The growth of cloud-computing has been marked by three phenomena: Increased M&A activity among big players in the technology industry including Dell, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Amazon ( AMZN ). In fact, large technology players such as Dell, Google (GOOG), Microsoft, HP, and [[IBM]] have significan...
Examples include Dell's announced purchase of Compellent, Microsoft's upcoming launch of Office 365 (Office in the Cloud) along with their Windows Azure platform, HP's acquisition of 3PAR (a leading storage solutions provider in the data center and cloud-computing markets), as well as Amazon's EC2 platform, which is al...
For example, this week's deal between Dell ( DELL ) and Compellent ( CML ) for nearly $1B, demonstrates the vibrancy of the industry. The growth of cloud-computing has been marked by three phenomena: Increased M&A activity among big players in the technology industry including Dell, Microsoft ( MSFT ), Hewlett Packard ...
Examples include Dell's announced purchase of Compellent, Microsoft's upcoming launch of Office 365 (Office in the Cloud) along with their Windows Azure platform, HP's acquisition of 3PAR (a leading storage solutions provider in the data center and cloud-computing markets), as well as Amazon's EC2 platform, which is al...
2b8be865-36dd-4b6b-abeb-727b54f19afb
726957.0
2010-12-13 00:00:00 UTC
Dell puts finishing touches on acquisition, data storage industry expected to adjust accordingly
DELL
https://www.nasdaq.com/articles/dell-puts-finishing-touches-acquisition-data-storage-industry-expected-adjust-accordingly
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Dell ( DELL ) topped off its acquisition of Compellent Technologies ( CML ) in a deal worth $820 million, the Wall Street Journal reports . The deal comes after Dell lost a high-stakes bidding war with Hewlett-Packard ( HPQ ) for 3Par (PAR) as the data storage industry continues growing. Once Dell lost to Hewlett-Packa...
The deal comes after Dell lost a high-stakes bidding war with Hewlett-Packard ( HPQ ) for 3Par (PAR) as the data storage industry continues growing. The process of acquiring Compellent was a "very friendly relationship during discussions relative to the transaction" and that the deal includes a "reasonable" break-up fe...
Dell ( DELL ) topped off its acquisition of Compellent Technologies ( CML ) in a deal worth $820 million, the Wall Street Journal reports . "We, on the other hand, are building it from scratch," Brad Anderson, Dell enterprise products senior vice president, told the Wall Street Journal. The deal comes after Dell lost a...
Dell ( DELL ) topped off its acquisition of Compellent Technologies ( CML ) in a deal worth $820 million, the Wall Street Journal reports . The deal comes after Dell lost a high-stakes bidding war with Hewlett-Packard ( HPQ ) for 3Par (PAR) as the data storage industry continues growing. The process of acquiring Compel...
Dell ( DELL ) topped off its acquisition of Compellent Technologies ( CML ) in a deal worth $820 million, the Wall Street Journal reports . The accepted deal was Dell's offer to pay $27.89 per share, which totals $820 million. "We, on the other hand, are building it from scratch," Brad Anderson, Dell enterprise product...
56242d4e-0774-4966-a3cb-179fdeaa7233
726958.0
2010-12-11 00:00:00 UTC
Dell – 4 Concerns for Company's Outlook
DELL
https://www.nasdaq.com/articles/dell-4-concerns-companys-outlook-2010-12-11
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Dell ( DELL ) competes with personal computer manufacturers like HP ( HPQ ), Apple ( AAPL ), Acer (TPE:2353) and Toshiba, and increasingly against IBM ( IBM ) and others for IT services. We estimate that Dell generates roughly 22% of its stock value through its desktop and notebook/netbook operations. Although our curr...
Over the years, Dell has lost share in the PC business to HP and Acer and we foresee a decline going forward given increasing popularity of Apple's Mac notebooks. As PC sales are pressured and fixed costs in the manufacturing business continue to remain high, Dell could see lower profit margins in the future. Dell ( DE...
The chart below examines Dell's stock price sensitivity to changes in profit margin, the amount of revenue that flows through to operating profit, for its notebook and netbook segment. The chart below examines Dell's stock price sensitivity to changes in global netbook and notebook demand. Dell ( DELL ) competes with p...
The chart below examines Dell's stock price sensitivity to changes in profit margin, the amount of revenue that flows through to operating profit, for its notebook and netbook segment. 2) Broader Slowdown in Technology Sector An overall slowdown in IT spending by businesses could hurt both Dell's hardware and services ...
As PC sales are pressured and fixed costs in the manufacturing business continue to remain high, Dell could see lower profit margins in the future. 2) Broader Slowdown in Technology Sector An overall slowdown in IT spending by businesses could hurt both Dell's hardware and services businesses. 3) Increased Focus on Ser...
8269b015-d85a-4fd7-a088-a3167c11f7b7
726959.0
2010-12-09 00:00:00 UTC
Stocks Mixed at Mid-Session; Positive Employment Data Provides Support
DELL
https://www.nasdaq.com/articles/stocks-mixed-mid-session-positive-employment-data-provides-support-2010-12-09
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Stocks are mixed at mid-session after new economic data showed a brighter employment picture and households in the U.S. reduced debt for the 10th straight quarter. Adding to the mix are renewed concerns over the European debt situation and a mixed bag of corporate news. First-time claims for unemployment benefits dropp...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out to Hewlett-Packard ( HPQ ) in a bidding war for storage firm 3Par. Dell and...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out to Hewlett-Packard ( HPQ ) in a bidding war for storage firm 3Par. Dell and...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out to Hewlett-Packard ( HPQ ) in a bidding war for storage firm 3Par. Dell and...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out to Hewlett-Packard ( HPQ ) in a bidding war for storage firm 3Par. Dell and...
3e2ccc9f-fcd0-41d8-9cae-ccc3751e2932
726960.0
2010-12-09 00:00:00 UTC
Mid-Day Update: Stocks Mixed as Investors Digest Employment, Household Debt Data; Europe Weighs
DELL
https://www.nasdaq.com/articles/mid-day-update-stocks-mixed-investors-digest-employment-household-debt-data-europe-weighs
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Here's where markets stand at mid-day: -NYSE up 4.30 (+0.06%) to 7,754.62 -DJIA down 30.42 (-0.27%) to 11,342.06 -S&P 500 up 0.66 (+0.05%) to 1,228.94 -Nasdaq up 2.68 (+0.10%) to 2,611.84 GLOBAL SENTIMENT Hang Seng up 0.34% Nikkei up 0.52% FTSE up 0.23% MID-DAY NYSE INDEX WATCH NYSE Energy down 0.32% at 11,975.48 NYSE ...
(-) CML (-13.8%) down after early-week surge as Dell merger talks ramp up. Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out ...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. (-) CML (-13.8%) down after early-week surge as Dell merger talks ramp up. Earlier this year, Dell lost out ...
Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. (-) CML (-13.8%) down after early-week surge as Dell merger talks ramp up. Earlier this year, Dell lost out ...
(-) CML (-13.8%) down after early-week surge as Dell merger talks ramp up. Shares of Compellent ( CML ) and Dell ( DELL ) are mixed in regular-session trading afer the companies said they are in advanced discussions regarding a possible business combination involving the two companies. Earlier this year, Dell lost out ...
6ed6784d-2e63-4aa3-b198-33ddc5ca52c6
726961.0
2010-12-08 00:00:00 UTC
Dell's Consulting & Services – 13% of Stock Value and Growing
DELL
https://www.nasdaq.com/articles/dells-consulting-services-13-stock-value-and-growing-2010-12-08
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Dell's ( DELL ) revenues from consulting services such as infrastructure consulting, deployment services, asset recovery and recycling services, training services, and support services have been rising despite a small dip in 2008 due to the economic slowdown. As clients seek to improve their overall IT infrastructure a...
As clients seek to improve their overall IT infrastructure and make processes more efficient, and as corporate spending resumes, we expect to see further growth in Dell's consulting services going forward. Dell also helps firms get their systems set up quickly through its deployment services. Dell's ( DELL ) revenues f...
Dell's ( DELL ) revenues from consulting services such as infrastructure consulting, deployment services, asset recovery and recycling services, training services, and support services have been rising despite a small dip in 2008 due to the economic slowdown. As clients seek to improve their overall IT infrastructure a...
Dell's ( DELL ) revenues from consulting services such as infrastructure consulting, deployment services, asset recovery and recycling services, training services, and support services have been rising despite a small dip in 2008 due to the economic slowdown. Member Forecast While the baseline Trefis estimate indicates...
Dell's ( DELL ) revenues from consulting services such as infrastructure consulting, deployment services, asset recovery and recycling services, training services, and support services have been rising despite a small dip in 2008 due to the economic slowdown. As clients seek to improve their overall IT infrastructure a...
d95bf884-56a3-44a2-88a9-cd108e66c213
726962.0
2010-12-02 00:00:00 UTC
Despite Glamour, iPad Still a Small Portion of Apple Value
DELL
https://www.nasdaq.com/articles/despite-glamour-ipad-still-small-portion-apple-value-2010-12-02
nan
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According to a recent survey, Apple's ( AAPL ) iPad is expected to be a seasonal favorite during the holidays with 9% of holiday shoppers planning to buy an iPad in the next 90 days. Apple competes with players like HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung Electronics...
Apple competes with players like HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung Electronics (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) that all have or plan to launch tablets, as well as Amazon (AMZN) that sells the well known Kindle e-reader. If Apple cuts iPad p...
Apple competes with players like HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung Electronics (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) that all have or plan to launch tablets, as well as Amazon (AMZN) that sells the well known Kindle e-reader. Further, we anticipa...
Apple competes with players like HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung Electronics (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) that all have or plan to launch tablets, as well as Amazon (AMZN) that sells the well known Kindle e-reader. Despite the large am...
Apple competes with players like HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung Electronics (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) that all have or plan to launch tablets, as well as Amazon (AMZN) that sells the well known Kindle e-reader. Despite the large am...
0c50e459-9e33-4a5e-a609-d9c34327ed3e
726963.0
2010-12-01 00:00:00 UTC
Microsoft Windows Pricing Impact on Stock
DELL
https://www.nasdaq.com/articles/microsoft-windows-pricing-impact-stock-2010-12-01
nan
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The average price that Microsoft ( MSFT ) charges PC manufacturers like Dell ( DELL ) and HP ( HPQ ) for its Windows operating system ( OS ) has been declining since 2008, led by an increasing mix of netbooks among PC Sales. A sharp increase in emerging markets demand also lifted demand for lower priced notebooks. Micr...
The average price that Microsoft ( MSFT ) charges PC manufacturers like Dell ( DELL ) and HP ( HPQ ) for its Windows operating system ( OS ) has been declining since 2008, led by an increasing mix of netbooks among PC Sales. Microsoft competes with Apple's ( AAPL ) Mac OS, which owns a small share of the PC operating s...
The average price that Microsoft ( MSFT ) charges PC manufacturers like Dell ( DELL ) and HP ( HPQ ) for its Windows operating system ( OS ) has been declining since 2008, led by an increasing mix of netbooks among PC Sales. Demand Growth in Emerging Markets The majority of PC growth in the coming years is expected to ...
The average price that Microsoft ( MSFT ) charges PC manufacturers like Dell ( DELL ) and HP ( HPQ ) for its Windows operating system ( OS ) has been declining since 2008, led by an increasing mix of netbooks among PC Sales. We currently have a Trefis price estimate of $30.67 for Microsoft's stock , about 21% above the...
The average price that Microsoft ( MSFT ) charges PC manufacturers like Dell ( DELL ) and HP ( HPQ ) for its Windows operating system ( OS ) has been declining since 2008, led by an increasing mix of netbooks among PC Sales. We currently have a Trefis price estimate of $30.67 for Microsoft's stock , about 21% above the...
63187786-c568-4372-b4da-1e67aec4746a
726964.0
2010-12-01 00:00:00 UTC
Lowered PC Shipment Forecasts Negative for Microsoft
DELL
https://www.nasdaq.com/articles/lowered-pc-shipment-forecasts-negative-microsoft-2010-12-01
nan
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Gartner, a market research firm, recently issued a revised forecast for PC shipments in which it lowered the PC market outlook for 2010 and 2011. According to the report, the emergence of tablets and smartphones and the weak economic outlook in developed markets could slow the growth of PC sales. Microsoft ( MSFT ) dep...
In addition to Microsoft, other stocks sensitive to PC sales like HP ( HPQ ), Dell ( DELL ), Apple ( AAPL ), Intel ( INTC ), AMD (AMD) and Nvidia (NVDA) could be affected. According to the report, the emergence of tablets and smartphones and the weak economic outlook in developed markets could slow the growth of PC sal...
In addition to Microsoft, other stocks sensitive to PC sales like HP ( HPQ ), Dell ( DELL ), Apple ( AAPL ), Intel ( INTC ), AMD (AMD) and Nvidia (NVDA) could be affected. According to the report, the emergence of tablets and smartphones and the weak economic outlook in developed markets could slow the growth of PC sal...
In addition to Microsoft, other stocks sensitive to PC sales like HP ( HPQ ), Dell ( DELL ), Apple ( AAPL ), Intel ( INTC ), AMD (AMD) and Nvidia (NVDA) could be affected. Gartner, a market research firm, recently issued a revised forecast for PC shipments in which it lowered the PC market outlook for 2010 and 2011. Mi...
In addition to Microsoft, other stocks sensitive to PC sales like HP ( HPQ ), Dell ( DELL ), Apple ( AAPL ), Intel ( INTC ), AMD (AMD) and Nvidia (NVDA) could be affected. Microsoft ( MSFT ) depends largely on the PC market growth and hence any bad news regarding the PC market outlook could impact its stock. PC Market ...
db570fa1-68d9-4bad-a75b-c71636050f76
726965.0
2010-11-25 00:00:00 UTC
Dell Has 30% Upside Led by Services Unit
DELL
https://www.nasdaq.com/articles/dell-has-30-upside-led-services-unit-2010-11-25
nan
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Dell ( DELL ) reported better than expected Q3 earnings driven by higher sales and margins. Dell's services revenue in particular grew by 55% (or $2 billion) for the first nine months of fiscal year 2011, largely due to last year's acquisition of Perot System by Dell. Dell competes with PC makers like HP ( HPQ ), Apple...
You can drag the forecast trend-lines above to express your own view, and see the sensitivity of Dell's stock to IT Services and Consulting business. Dell ( DELL ) reported better than expected Q3 earnings driven by higher sales and margins. Dell's services revenue in particular grew by 55% (or $2 billion) for the firs...
Dell ( DELL ) reported better than expected Q3 earnings driven by higher sales and margins. Our Trefis price estimate of $18.60 for Dell's stock is around 30-35% above the current market price, and we note if the Managed Services and Consulting business grows at 10% annually, this would add another $2 to our price esti...
Our Trefis price estimate of $18.60 for Dell's stock is around 30-35% above the current market price, and we note if the Managed Services and Consulting business grows at 10% annually, this would add another $2 to our price estimate. Michael Dell also pointed to continued growth in the services segment and emphasized t...
Dell's reported earnings showed a pick-up in sales on the heels of strong corporate segment spending confirming that the corporate refresh cycle is underway. You can drag the forecast trend-lines above to express your own view, and see the sensitivity of Dell's stock to IT Services and Consulting business. Dell ( DELL ...
2c097614-437b-4e9a-af43-bbc86bd37e8a
726966.0
2010-11-25 00:00:00 UTC
iPad's Influence on Mac Notebook Pricing
DELL
https://www.nasdaq.com/articles/ipads-influence-mac-notebook-pricing-2010-11-25
nan
nan
The average price of Apple's ( AAPL ) Macintosh (Mac) notebook has declined from an estimated $1,460 in 2007 to around $1,230 in 2010, led by greater demand for notebooks over desktops causing PC manufacturers like Apple, HP ( HPQ ) and Dell ( DELL ) to increase production and lower prices in order to boost sales. Desp...
The average price of Apple's ( AAPL ) Macintosh (Mac) notebook has declined from an estimated $1,460 in 2007 to around $1,230 in 2010, led by greater demand for notebooks over desktops causing PC manufacturers like Apple, HP ( HPQ ) and Dell ( DELL ) to increase production and lower prices in order to boost sales. Its ...
The average price of Apple's ( AAPL ) Macintosh (Mac) notebook has declined from an estimated $1,460 in 2007 to around $1,230 in 2010, led by greater demand for notebooks over desktops causing PC manufacturers like Apple, HP ( HPQ ) and Dell ( DELL ) to increase production and lower prices in order to boost sales. Its ...
The average price of Apple's ( AAPL ) Macintosh (Mac) notebook has declined from an estimated $1,460 in 2007 to around $1,230 in 2010, led by greater demand for notebooks over desktops causing PC manufacturers like Apple, HP ( HPQ ) and Dell ( DELL ) to increase production and lower prices in order to boost sales. Its ...
The average price of Apple's ( AAPL ) Macintosh (Mac) notebook has declined from an estimated $1,460 in 2007 to around $1,230 in 2010, led by greater demand for notebooks over desktops causing PC manufacturers like Apple, HP ( HPQ ) and Dell ( DELL ) to increase production and lower prices in order to boost sales. Its ...
84c89064-3677-4aa9-928a-a729ed1fd5ab
726967.0
2010-11-23 00:00:00 UTC
iPad's Challenge for Next Year
DELL
https://www.nasdaq.com/articles/ipads-challenge-next-year-2010-11-23
nan
nan
Apple ( AAPL ) sold around 4.2 million iPads in Q3 and captured around 95% of the tablet market according to research done by Strategy Analytics. Gartner predicts tablet sales of 55 million in 2011, and if Apple captures 80% of this market, this translates to 44 million sold. This is double our 20 million estimate for ...
Companies like HP, Cisco, Dell and RIM have strong relationships with corporate customers and could offer attractive pricing to these clients to establish an enterprise market for tablets. HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung (SEO:005930), Toshiba (TYO:6052), and ...
HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) are all angling for a piece of the tablet market and have either recently launched tablets or are planning to launch one early next year. Companies like HP, Cisco, Dell and R...
HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) are all angling for a piece of the tablet market and have either recently launched tablets or are planning to launch one early next year. Companies like HP, Cisco, Dell and R...
HP ( HPQ ), Dell ( DELL ), LG Electronics (SEO:066570), Research in Motion ( RIMM ), Samsung (SEO:005930), Toshiba (TYO:6052), and Cisco ( CSCO ) are all angling for a piece of the tablet market and have either recently launched tablets or are planning to launch one early next year. Companies like HP, Cisco, Dell and R...
40e5eff0-9bff-4433-801b-b49b263e0b1d
726968.0
2010-11-19 00:00:00 UTC
Opening View: DJIA Futures Retreat as China Lifts Reserve Ratio
DELL
https://www.nasdaq.com/articles/opening-view-djia-futures-retreat-china-lifts-reserve-ratio-2010-11-19
nan
nan
The Dow Jones Industrial Average (DJIA) soared more than 170 points on Thursday, but enthusiasm for a potential solution to Ireland's debt crisis wasn't enough to power the DJIA past the 11,200 level and its 20-day moving average. Unfortunately, the DJIA may be hard pressed to make a serious run at overhead resistance ...
On the earnings front, Dell Inc. ( DELL ) reported third-quarter income of $822 million, or 42 cents per share, on revenue of $15.4 billion. Unfortunately, the DJIA may be hard pressed to make a serious run at overhead resistance today, as China is once again front and center after Beijing raised its reserve requiremen...
On the earnings front, Dell Inc. ( DELL ) reported third-quarter income of $822 million, or 42 cents per share, on revenue of $15.4 billion. Unfortunately, the DJIA may be hard pressed to make a serious run at overhead resistance today, as China is once again front and center after Beijing raised its reserve requiremen...
On the earnings front, Dell Inc. ( DELL ) reported third-quarter income of $822 million, or 42 cents per share, on revenue of $15.4 billion. The Dow Jones Industrial Average (DJIA) soared more than 170 points on Thursday, but enthusiasm for a potential solution to Ireland's debt crisis wasn't enough to power the DJIA p...
On the earnings front, Dell Inc. ( DELL ) reported third-quarter income of $822 million, or 42 cents per share, on revenue of $15.4 billion. As a result, futures on the DJIA and the S&P 500 Index (SPX) are trading roughly 22 points and 3.7 points below fair value, respectively. In equity news, Harrah's Entertainment In...
b4dabad3-dfda-4bdb-b311-8a97537b00c8
726969.0
2010-11-19 00:00:00 UTC
AMD vs. Intel – Can the Little Guy Win Market Share?
DELL
https://www.nasdaq.com/articles/amd-vs-intel-can-little-guy-win-market-share-2010-11-19
nan
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Intel ( INTC ) dominates the notebook processor market with an estimated 86% market share while AMD ( AMD ) controls almost 14% by our estimates. We currently have a Trefis price estimate of $25.53 for Intel's stock and a p rice estimate of $8.07 for AMD's stock. While Intel dominates, competition is becoming more inte...
Intel ( INTC ) dominates the notebook processor market with an estimated 86% market share while AMD ( AMD ) controls almost 14% by our estimates. While Intel dominates, competition is becoming more intense with each company rolling out newer integrated computing and graphics platforms. We forecast market share remainin...
Intel ( INTC ) dominates the notebook processor market with an estimated 86% market share while AMD ( AMD ) controls almost 14% by our estimates. We currently have a Trefis price estimate of $25.53 for Intel's stock and a p rice estimate of $8.07 for AMD's stock. We forecast market share remaining stable for both curre...
Intel ( INTC ) dominates the notebook processor market with an estimated 86% market share while AMD ( AMD ) controls almost 14% by our estimates. We currently have a Trefis price estimate of $25.53 for Intel's stock and a p rice estimate of $8.07 for AMD's stock. We forecast market share remaining stable for both curre...
Intel ( INTC ) dominates the notebook processor market with an estimated 86% market share while AMD ( AMD ) controls almost 14% by our estimates. While Intel dominates, competition is becoming more intense with each company rolling out newer integrated computing and graphics platforms. We forecast market share remainin...
424ab754-e057-48b5-be5d-cda50d02ccc6
726970.0
2010-11-19 00:00:00 UTC
How bull is playing Hewlett-Packard
DELL
https://www.nasdaq.com/articles/how-bull-playing-hewlett-packard-2010-11-19
nan
nan
Hewlett-Packard reports earnings after the bell Monday, and one trader is looking for some good news. optionMONSTER's Heat Seeker tracking system detected the purchase of about 6,600 December 45 calls for $0.37 and the sale of a matching number of December 39 puts for $0.57. The transaction accounted for more than one-...
HPQ is up 0.26 percent to $41.80 in morning trading but has been underperforming the broader technology sector and even traditional laggard Dell over the last three months since the surprise ouster of former CEO Mark Hurd in August. DELL also reported strong earnings yesterday afternoon as component prices fell. The in...
HPQ is up 0.26 percent to $41.80 in morning trading but has been underperforming the broader technology sector and even traditional laggard Dell over the last three months since the surprise ouster of former CEO Mark Hurd in August. DELL also reported strong earnings yesterday afternoon as component prices fell. Hewlet...
HPQ is up 0.26 percent to $41.80 in morning trading but has been underperforming the broader technology sector and even traditional laggard Dell over the last three months since the surprise ouster of former CEO Mark Hurd in August. DELL also reported strong earnings yesterday afternoon as component prices fell. The in...
HPQ is up 0.26 percent to $41.80 in morning trading but has been underperforming the broader technology sector and even traditional laggard Dell over the last three months since the surprise ouster of former CEO Mark Hurd in August. DELL also reported strong earnings yesterday afternoon as component prices fell. Hewlet...
2b7f998d-3a91-4ed7-a9d1-d870e8d061e3
726971.0
2010-11-12 00:00:00 UTC
Could Dell's PC Business Double its Stock Price?
DELL
https://www.nasdaq.com/articles/could-dells-pc-business-double-its-stock-price-2010-11-12
nan
nan
In recent years, Dell's stock price has shrunk considerably and is now around half of its $30 level in 2007 at $14 today. This is due to a slowdown in tech spending, company specific issues and greater competition from competitors like HP ( HPQ ), Apple ( AAPL ) and, more recently, Acer and Toshiba. Surprisingly, our c...
((See Microsoft Rises on PC Refresh Cycle )) If corporate IT budgets indeed pick up meaningfully, Dell could be a leading beneficiary. In recent years, Dell's stock price has shrunk considerably and is now around half of its $30 level in 2007 at $14 today. Surprisingly, our current estimates show that Managed Services ...
By extension better pricing should translate to improved profit margins estimates, and if we estimate a modest improvement in blended EBITDA margin (Dell does not break out its margins by notebooks and desktops) of 7% by 2016 between its notebook and desktop businesses versus remaining at 5% as we currently expect, the...
By looking at scenarios with our modifiable charts, we estimate that the notebook unit could add around $8.00 and the desktop unit could chip in another $4.00 to our current prices estimate of $18.38 for Dell's stock , which is about 30% percent above its current market price. By extension better pricing should transla...
By looking at scenarios with our modifiable charts, we estimate that the notebook unit could add around $8.00 and the desktop unit could chip in another $4.00 to our current prices estimate of $18.38 for Dell's stock , which is about 30% percent above its current market price. Then Dell simply needs to maintain current...
815c70d7-5977-49a3-a1fc-9a38ef135800
726972.0
2010-11-08 00:00:00 UTC
Mid-Day Update: Stocks Retreat From Prior Week's Rally; Gold Hits Record $1,400 Per Ounce
DELL
https://www.nasdaq.com/articles/mid-day-update%3A-stocks-retreat-from-prior-weeks-rally-gold-hits-record-%241400-per-ounce
nan
nan
Here's where markets stand at mid-day: -NYSE down 33.24 (-0.42%) to 7,768.03 -DJIA down 45.72 (-0.40%) to 11,398.36 -S&P 500 down 3.92 (-0.32%) to 1,221.93 -Nasdaq down 0.13 (-0.01%) to 2,578.81 GLOBAL SENTIMENT Hang Seng up 0.35% Nikkei up 1.11% FTSE down 0.43% MID-DAY NYSE INDEX WATCH NYSE Energy down 0.30% at 11,807...
Google ( GOOG ) and Dell ( DELL ) are planning to move ahead with more acquisitions, which will likely keep M&A active in the sector, Bloomberg reported. Google will probably buy more companies about the size of YouTube and DoubleClick while Dell will make more purchases in its push to double the size of its data-cente...
Google ( GOOG ) and Dell ( DELL ) are planning to move ahead with more acquisitions, which will likely keep M&A active in the sector, Bloomberg reported. Google will probably buy more companies about the size of YouTube and DoubleClick while Dell will make more purchases in its push to double the size of its data-cente...
Google ( GOOG ) and Dell ( DELL ) are planning to move ahead with more acquisitions, which will likely keep M&A active in the sector, Bloomberg reported. Google will probably buy more companies about the size of YouTube and DoubleClick while Dell will make more purchases in its push to double the size of its data-cente...
Google ( GOOG ) and Dell ( DELL ) are planning to move ahead with more acquisitions, which will likely keep M&A active in the sector, Bloomberg reported. Google will probably buy more companies about the size of YouTube and DoubleClick while Dell will make more purchases in its push to double the size of its data-cente...
9e44a536-a7b0-439c-9d14-5f828cb14f54
726973.0
2010-11-04 00:00:00 UTC
U.S. Indexes Posting Strong Gains in Mid-Day Trading; Investors Positive on Fed Bond-Buying Move
DELL
https://www.nasdaq.com/articles/us-indexes-posting-strong-gains-mid-day-trading-investors-positive-fed-bond-buying-move
nan
nan
Stocks are broadly higher, extending prior session gains, after the Federal Reserve announced additional steps to spur the U.S. economy. Investors mostly shrugged off new data that showed an increase in jobless benefits claims. Earlier, the Fed announced plans to purchase an additional $600 billion of longer-term Treas...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. In the latest earnings news: --Onyx Pharmaceuticals Inc ( ONXX ) is higher in...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. --Shares of independent oil and gas exploration company Apache Corp ( APA ) a...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. --Sunrise Senior Living ( SRZ ) are higher as the company reported that it sw...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. Earlier, the Fed announced plans to purchase an additional $600 billion of lo...
ae5758dc-189b-4737-bcd7-78f64cff48a1
726974.0
2010-11-04 00:00:00 UTC
Mid-Day Update: Stocks In Strong Advance as Investors Cheer Fed Move, Shrug Off Jobless Data
DELL
https://www.nasdaq.com/articles/mid-day-update-stocks-strong-advance-investors-cheer-fed-move-shrug-jobless-data-2010-11
nan
nan
Here's where markets stand at mid-day: -NYSE up 133.17 (+1.75%) to 7,741.58 -DJIA up 177.63 (+1.58%) to 11,392.76 -S&P 500 up 17.10 (+1.44%) to 1,215.16 -Nasdaq up 31.60 (+1.24%) to 2,571.11 GLOBAL SENTIMENT Hang Seng up 1.62% Nikkei up 2.17% FTSE up 1.8% MID-DAY NYSE INDEX WATCH NYSE Energy up 2.59% at 11,791.71 NYSE ...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. In the latest earnings news: --Onyx Pharmaceuticals Inc ( ONXX ) is higher in...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. --Shares of independent oil and gas exploration company Apache Corp ( APA ) a...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. --Sunrise Senior Living ( SRZ ) are higher as the company reported that it sw...
In company news, Dell Inc. ( DELL ) said its plans to focus M&A activity on expanding IT services in specific markets as the company looks to diversify beyond its core PC business, Reuters reported, citing a senior executive with the company. (+) M (+4.3%) gains after Oct. sales. (-) KSS (-2.4%) gains after dip in sale...
39426b58-db21-4fdf-b3cf-03fc84af334a
726975.0
2010-11-03 00:00:00 UTC
Apple's iPad commands Q3 tablet sales
DELL
https://www.nasdaq.com/articles/apples-ipad-commands-q3-tablet-sales-2010-11-03
nan
nan
The iPad - the overwhelming champion of the tablet market in the third quarter - enjoyed the market dominance its chief executive officer predicted last month. Apple ( AAPL ) commanded 95 percent of tablet sales in July, August and September, according to a Strategy Analytics report and Forbes.com . Of the 4.4 tablets ...
Sales of Dell ( DELL ) and Motorola ( MOT ) tablets, which run on the Android manufactured by Google ( GOOG ), accounted for 2.3 percent of sales during the third quarter, which plunged from 2.9 percent in the second quarter. Apple ( AAPL ) commanded 95 percent of tablet sales in July, August and September, according t...
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Sales of Dell ( DELL ) and Motorola ( MOT ) tablets, which run on the Android manufactured by Google ( GOOG ), accounted for 2.3 percent of sales during the third quarter, which plunged ...
Sales of Dell ( DELL ) and Motorola ( MOT ) tablets, which run on the Android manufactured by Google ( GOOG ), accounted for 2.3 percent of sales during the third quarter, which plunged from 2.9 percent in the second quarter. The iPad - the overwhelming champion of the tablet market in the third quarter - enjoyed the m...
Sales of Dell ( DELL ) and Motorola ( MOT ) tablets, which run on the Android manufactured by Google ( GOOG ), accounted for 2.3 percent of sales during the third quarter, which plunged from 2.9 percent in the second quarter. The iPad - the overwhelming champion of the tablet market in the third quarter - enjoyed the m...
9e90cf39-fbb4-4ad7-9460-d0ccad110dfe
726976.0
2010-11-02 00:00:00 UTC
Mid-Day Update: Major Indexes Moderately Higher as Americans Head to the Polls; M&A Still Active
DELL
https://www.nasdaq.com/articles/mid-day-update-major-indexes-moderately-higher-americans-head-polls-ma-still-active-2010
nan
nan
Here's where markets stand at mid-day: -NYSE up 63.58 (+0.85%) to 7,571.48 -DJIA up 61 (+0.43%) to 11,186.07 -S&P 500 up 7.57 (0.64%) to 1,192.03 -Nasdaq up 19.84 (+0.79%) to 2,524.54 GLOBAL SENTIMENT Hang Seng up 0.08% Nikkei up 0.06% FTSE up 1.12% MID-DAY NYSE INDEX WATCH NYSE Energy up 1.29% at 11,429.24 NYSE Financ...
CEO Michael Dell also reportedly said at a Hong Kong event that the company will bolster its tablet computer line to compete head-on with rivals such as Apple ( AAPL ). Dell Inc ( DELL ) is higher on news the computer maker is expected to announce the purchase of a cloud computer company later today. Stocks are logging...
Dell Inc ( DELL ) is higher on news the computer maker is expected to announce the purchase of a cloud computer company later today. CEO Michael Dell also reportedly said at a Hong Kong event that the company will bolster its tablet computer line to compete head-on with rivals such as Apple ( AAPL ). The drug giant rep...
Dell Inc ( DELL ) is higher on news the computer maker is expected to announce the purchase of a cloud computer company later today. CEO Michael Dell also reportedly said at a Hong Kong event that the company will bolster its tablet computer line to compete head-on with rivals such as Apple ( AAPL ). --BP ( BP ) is hig...
Dell Inc ( DELL ) is higher on news the computer maker is expected to announce the purchase of a cloud computer company later today. CEO Michael Dell also reportedly said at a Hong Kong event that the company will bolster its tablet computer line to compete head-on with rivals such as Apple ( AAPL ). (-) ESLR (-10.8%) ...
cc9c04cd-6b8b-4f34-9dcb-f40ed8bef4eb
726977.0
2010-10-30 00:00:00 UTC
Can Microsoft's Windows Phone 7 threaten Apple and RIM?
DELL
https://www.nasdaq.com/articles/can-microsofts-windows-phone-7-threaten-apple-and-rim-2010-10-30
nan
nan
Microsoft ( MSFT ) is launching its new Windows Phone 7 operating system on nine mobile phones. The company is partnering with AT&T ( T ) and T-Mobile and is banking on phones from Dell ( DELL ), HTC, LG and Samsung. Microsoft's goal is to push back on the dominance of the smartphone market by Nokia's ( NOK ) Symbian, ...
The company is partnering with AT&T ( T ) and T-Mobile and is banking on phones from Dell ( DELL ), HTC, LG and Samsung. Microsoft's goal is to push back on the dominance of the smartphone market by Nokia's ( NOK ) Symbian, RIM's ( RIMM ) OS, Apple's (AAPL) iOS and Google's (GOOG) Android. We believe that the OS's comp...
The company is partnering with AT&T ( T ) and T-Mobile and is banking on phones from Dell ( DELL ), HTC, LG and Samsung. We believe that the OS's compatibility with the XBox Live, tight integration with Office 2010 and AT&T's U-verse home TV services are some of the attractive features that could threaten market share ...
The company is partnering with AT&T ( T ) and T-Mobile and is banking on phones from Dell ( DELL ), HTC, LG and Samsung. We believe that the OS's compatibility with the XBox Live, tight integration with Office 2010 and AT&T's U-verse home TV services are some of the attractive features that could threaten market share ...
The company is partnering with AT&T ( T ) and T-Mobile and is banking on phones from Dell ( DELL ), HTC, LG and Samsung. We believe that the OS's compatibility with the XBox Live, tight integration with Office 2010 and AT&T's U-verse home TV services are some of the attractive features that could threaten market share ...
094e813b-131a-4539-986e-2dd8a69e3ebb
726978.0
2010-10-27 00:00:00 UTC
Forget Apple and RIMM: Buy This Smartphone Stock Instead
DELL
https://www.nasdaq.com/articles/forget-apple-and-rimm-buy-smartphone-stock-instead-2010-10-27
nan
nan
It's time to write the obituary for traditional cell phones. Apple (Nasdaq: AAPL) has changed the game with its iPhone, and there are now a raft of other smartphones on the market as well. My favorite play on this theme is Synaptics (Nasdaq: SYNA) , which was a pioneer in touch-screen technology. The company is not wit...
The likes of Hewlett-Packard ( HPQ ) , Dell (Nasdaq: DELL) , Samsung, Research In Motion (Nasdaq: RIMM) and others are all rolling out tablet computers. But if history is any guide, Synaptics' heavy R&D means that the ClearPad has features that many rivals lack, such as precise inputting, the ability to read the moveme...
The likes of Hewlett-Packard ( HPQ ) , Dell (Nasdaq: DELL) , Samsung, Research In Motion (Nasdaq: RIMM) and others are all rolling out tablet computers. An expansion in the price-to-earnings (P/E) ratio up to 15 implies +50% upside, which could be reached once new tablet computer design wins are announced. -- David Ste...
The likes of Hewlett-Packard ( HPQ ) , Dell (Nasdaq: DELL) , Samsung, Research In Motion (Nasdaq: RIMM) and others are all rolling out tablet computers. The market for touch-screen technology should rebound nicely in 2011 as new devices hit the market, but Synaptics is now dealing with a host of new competitors, includ...
The likes of Hewlett-Packard ( HPQ ) , Dell (Nasdaq: DELL) , Samsung, Research In Motion (Nasdaq: RIMM) and others are all rolling out tablet computers. Synaptics unveiled its new ClearPad tablet touch screen in late July, and it is simply too soon for customers to announce that Synaptics' technology will be used. As t...
6d40a66f-e749-4d37-b6e4-31fd19b475df
726979.0
2010-10-26 00:00:00 UTC
4 Stocks That Could Plummet in the Weeks Ahead
DELL
https://www.nasdaq.com/articles/4-stocks-could-plummet-weeks-ahead-2010-10-26
nan
nan
After a furious two-month rally that has pushed the major indices to yearly highs, it seems to be an appropriate time to look at stocks that have been receiving perhaps too much investor affection. When the market takes a breather, these are often the first stocks to be dumped by momentum investors. So, I ran a screen ...
Back in the 1990s, Cisco Systems (Nasdaq: CSCO) , Dell (Nasdaq: DELL) and Walmart routinely occupied the annual best-performing lists, year after year after year. Back in July, I suggested that Amazon.com (Nasdaq: AMZN) , trading at $120, was due for a rally and predicted that "as investors start to once again embrace ...
Back in the 1990s, Cisco Systems (Nasdaq: CSCO) , Dell (Nasdaq: DELL) and Walmart routinely occupied the annual best-performing lists, year after year after year. Travelzoo's (Nasdaq: TZOO) growth spurt This online travel site has surely posted impressive recent results. As with any small biotech, this stock remains sp...
Back in the 1990s, Cisco Systems (Nasdaq: CSCO) , Dell (Nasdaq: DELL) and Walmart routinely occupied the annual best-performing lists, year after year after year. Back in July, I suggested that Amazon.com (Nasdaq: AMZN) , trading at $120, was due for a rally and predicted that "as investors start to once again embrace ...
Back in the 1990s, Cisco Systems (Nasdaq: CSCO) , Dell (Nasdaq: DELL) and Walmart routinely occupied the annual best-performing lists, year after year after year. Travelzoo's sales are likely to rise around +20% this year and +10% next year -- logical assumptions in light of the +10% annualized growth posted in 2007, 2...
b88f3082-fa00-4cab-bdec-52df7b3d470e
726980.0
2010-10-20 00:00:00 UTC
Microsoft: The Big Short
DELL
https://www.nasdaq.com/articles/microsoft-big-short-2010-10-20
nan
nan
Akram's Razor submits: "An idea that is not dangerous is unworthy of being called an idea at all"- Oscar Wilde I believe the trade of trades, well actually it's more like an investment, (if you have a 6 to 15 month horizon) will be to take the other side of the Google ( GOOG ) Trade I just did. When I first contemplate...
This means that the biz with the original equipment guys, like Dell ( DELL ) or HP ( HPQ ), is virtually everything to this company. When I first contemplated buying Google calls five weeks ago the thing that jumped out at me was the visual representation of its position in the world of publicly traded technology compa...
This means that the biz with the original equipment guys, like Dell ( DELL ) or HP ( HPQ ), is virtually everything to this company. Steve Jobs calls it integration and the ultimate user experience; I call it super integration because there is nothing like it out there. Consider what happens in the traditional WINTEL s...
This means that the biz with the original equipment guys, like Dell ( DELL ) or HP ( HPQ ), is virtually everything to this company. Akram's Razor submits: "An idea that is not dangerous is unworthy of being called an idea at all"- Oscar Wilde I believe the trade of trades, well actually it's more like an investment, (...
This means that the biz with the original equipment guys, like Dell ( DELL ) or HP ( HPQ ), is virtually everything to this company. But this had more to do with Microsoft than Google. Android and Chrome OS are a genuine option for any OEM looking to compete with RIMM and Apple.
184d45eb-9c60-49c2-bf65-7d6a382f7435
726981.0
2010-10-11 00:00:00 UTC
U.S. Indexes Trade Modestly Higher, Extending Friday's Gains; Deals Top Market News
DELL
https://www.nasdaq.com/articles/us-indexes-trade-modestly-higher-extending-fridays-gains-deals-top-market-news-2010-10-11
nan
nan
Stocks are modestly higher in mid-day trading in a relatively quiet day due to the Columbus Day holiday closing Federal offices and bond trading. With no economic data due for the day, investors are left to take stock of the Dow's Friday closing above 11,000. Investors will be looking to the Federal Reserve Open Market...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. There is a growing sense among Fed observers that the central bank will announce additional monetary stimulus following relatively disappointing employment numbers released last week. Elsewhere in the market, Afinitor, a ...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. The makes the price a premium of 23.5 percent to the stock's Friday closing price. Also, retailer Dollar Tree ( DLTR ) announced that it has signed a definitive agreement to purchase the assets of Canada's Dollar Giant St...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. Stocks are modestly higher in mid-day trading in a relatively quiet day due to the Columbus Day holiday closing Federal offices and bond trading. Also, retailer Dollar Tree ( DLTR ) announced that it has signed a definiti...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. The deal is valued at $1.8 billion. 3 well had made a production rate of over 7,000 barrels of oil a day, reported Reuters.
6e2250b8-d0b5-4ab7-9659-5f90918dbf81
726982.0
2010-10-11 00:00:00 UTC
Mid-Day Update: Stocks Modestly Higher as Investors Look Ahead to Tomorrow's Fed Minutes
DELL
https://www.nasdaq.com/articles/mid-day-update-stocks-modestly-higher-investors-look-ahead-tomorrows-fed-minutes-2010-10
nan
nan
Here's where markets stand at mid-day: -NYSE up 6.92 (+0.09%) to 7,485.34 -DJIA up 12.48 (+0.11%) to 11,018.96 -S&P 500 up 1.83 (+0.16%) to 1,166.98 -Nasdaq up 7.91 (+0.33%) to 2,409.82 GLOBAL SENTIMENT Hang Seng up 1.15% Nikkei down 0.99% FTSE up 0.26% MID-DAY NYSE INDEX WATCH NYSE Energy up 0.20% at 11,198.04 NYSE Fi...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. There is a growing sense among Fed observers that the central bank will announce additional monetary stimulus following relatively disappointing employment numbers released last week. Elsewhere in the market, Afinitor, a ...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. (+) JAZZ (+4.9%) says FDA declines fibromyalgia drug. The makes the price a premium of 23.5 percent to the stock's Friday closing price.
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. Also, retailer Dollar Tree ( DLTR ) announced that it has signed a definitive agreement to purchase the assets of Canada's Dollar Giant Store in Dollar Tree's first expansion of its retail operations outside of the United...
The phones are being made by HTC Corp. Dell Inc. ( DELL ), Samsung Electronics and LG Electronics. (+) LDK (+16.8%) boosts revenue view. (+) RVSN (+5.9%) inks deal with Microsoft ( MSFT ).
9be9f472-70a1-4300-b602-5fa1807244bf
726983.0
2010-10-06 00:00:00 UTC
What's behind Unisys call action
DELL
https://www.nasdaq.com/articles/whats-behind-unisys-call-action-2010-10-06
nan
nan
Unisys is consolidating after a run to the upside, and one trader is positioning for more gains. optionMONSTER's Heat Seeker tracking system detected the purchase of 2,000 January 35 calls for $1 and the sale of an equal number of January 25 calls for $4.85. Volume was below open interest in the lower strikes, suggesti...
That could merit further attention because it may let the company ride some of the positive sentiment that has been developing in the cloud-computing sector after the recent bidding war between Hewlett-Packard and Dell for 3Par. UIS then started fighting upward and gapped higher on July 27 after per-share profit was mo...
That could merit further attention because it may let the company ride some of the positive sentiment that has been developing in the cloud-computing sector after the recent bidding war between Hewlett-Packard and Dell for 3Par. The stock climbed 3.12 percent to $28.46 yesterday, capping a 12 percent move in the last m...
That could merit further attention because it may let the company ride some of the positive sentiment that has been developing in the cloud-computing sector after the recent bidding war between Hewlett-Packard and Dell for 3Par. Volume was below open interest in the lower strikes, suggesting that a long position in the...
That could merit further attention because it may let the company ride some of the positive sentiment that has been developing in the cloud-computing sector after the recent bidding war between Hewlett-Packard and Dell for 3Par. Unisys is consolidating after a run to the upside, and one trader is positioning for more g...
18064f7e-ab45-4d9c-9b9d-ddc793ca3ee4
726984.0
2010-10-06 00:00:00 UTC
Why Aren't You Rich?
DELL
https://www.nasdaq.com/articles/why-arent-you-rich-2010-10-06
nan
nan
Why Aren't You Rich? Maybe you already are. Good for you. Most investors aren't. They're still waiting for the big pay off. The problem is that most of them don't understand that there are several ways to be rich. Here are three ways to get yours. For most people it takes a long time to gather enough wealth to feel com...
More examples: Bill Gates (MSFT), Larry Ellison (ORCL), T. Boone Pickens (oil and natural gas), the Walton family (father Sam focused on retailing), Larry Page (Goog), Sheldon Adelson (gaming), Michael Dell (Dell). For most people it takes a long time to gather enough wealth to feel comfortable, a great way to define r...
More examples: Bill Gates (MSFT), Larry Ellison (ORCL), T. Boone Pickens (oil and natural gas), the Walton family (father Sam focused on retailing), Larry Page (Goog), Sheldon Adelson (gaming), Michael Dell (Dell). For most people it takes a long time to gather enough wealth to feel comfortable, a great way to define r...
More examples: Bill Gates (MSFT), Larry Ellison (ORCL), T. Boone Pickens (oil and natural gas), the Walton family (father Sam focused on retailing), Larry Page (Goog), Sheldon Adelson (gaming), Michael Dell (Dell). Why Aren't You Rich? That's because they didn't do their homework well enough, or they weren't patient en...
More examples: Bill Gates (MSFT), Larry Ellison (ORCL), T. Boone Pickens (oil and natural gas), the Walton family (father Sam focused on retailing), Larry Page (Goog), Sheldon Adelson (gaming), Michael Dell (Dell). Why Aren't You Rich? It's what you don't know that will kill you in investing.
d3f77c76-ce96-4e77-be62-911453246a8f
726985.0
2010-10-06 00:00:00 UTC
Apple's iPad a runaway sales success
DELL
https://www.nasdaq.com/articles/apples-ipad-runaway-sales-success-2010-10-06
nan
nan
Apple 's ( AAPL ) iPad tablet is the hottest-selling electronic device ever, a new report from Bernstein Research shows. Three million of the tablets were sold in the 80 days after it was released; every quarter, Apple sells roughly 4.5 million iPads. The device is on track to have $9 billion in total sales next year, ...
Dell ( DELL ) already offers a Google Android-powered mini-tablet called the Streak. Apple 's ( AAPL ) iPad tablet is the hottest-selling electronic device ever, a new report from Bernstein Research shows. "By any account," Bernstein retail analyst Colin McGranahan said in a note , "the iPad is a runaway success of unp...
Dell ( DELL ) already offers a Google Android-powered mini-tablet called the Streak. Three million of the tablets were sold in the 80 days after it was released; every quarter, Apple sells roughly 4.5 million iPads. By Steve Monfort The views and opinions expressed herein are the views and opinions of the author and do...
Dell ( DELL ) already offers a Google Android-powered mini-tablet called the Streak. Apple 's ( AAPL ) iPad tablet is the hottest-selling electronic device ever, a new report from Bernstein Research shows. Three million of the tablets were sold in the 80 days after it was released; every quarter, Apple sells roughly 4....
Dell ( DELL ) already offers a Google Android-powered mini-tablet called the Streak. Apple 's ( AAPL ) iPad tablet is the hottest-selling electronic device ever, a new report from Bernstein Research shows. Three million of the tablets were sold in the 80 days after it was released; every quarter, Apple sells roughly 4....
5bb76f33-2898-494f-a95e-a4ce4acaa108
726986.0
2010-09-30 00:00:00 UTC
Puts surge as Dell hits resistance
DELL
https://www.nasdaq.com/articles/puts-surge-dell-hits-resistance-2010-09-30
nan
nan
Dell has climbed to a potential resitance level, and the bears are jumping in. optionMONSTER's Depth Charge tracking system detected the purchase of about 40,000 November 12 puts for $0.34 and the sale of about 20,000 November 14 calls for $0.30. Volume was above open interest in both strikes. DELL dropped 0.92 percent...
The trade occurred after DELL attempted to break above its 100-day moving average (red line on chart) for the first time since mid-May. Dell has climbed to a potential resitance level, and the bears are jumping in. DELL dropped 0.92 percent of its value to $12.98 in morning trading, following a 9 percent rally over the...
Dell has climbed to a potential resitance level, and the bears are jumping in. DELL dropped 0.92 percent of its value to $12.98 in morning trading, following a 9 percent rally over the preceding month. The trade occurred after DELL attempted to break above its 100-day moving average (red line on chart) for the first ti...
DELL dropped 0.92 percent of its value to $12.98 in morning trading, following a 9 percent rally over the preceding month. The trade occurred after DELL attempted to break above its 100-day moving average (red line on chart) for the first time since mid-May. Dell has climbed to a potential resitance level, and the bear...
Dell has climbed to a potential resitance level, and the bears are jumping in. DELL dropped 0.92 percent of its value to $12.98 in morning trading, following a 9 percent rally over the preceding month. The trade occurred after DELL attempted to break above its 100-day moving average (red line on chart) for the first ti...
b2def532-f049-4bc8-ba51-f41be9cf4010
726987.0
2010-09-30 00:00:00 UTC
Trader bets Radware will stay hot
DELL
https://www.nasdaq.com/articles/trader-bets-radware-will-stay-hot-2010-09-30
nan
nan
Radware has been red-hot along with other cloud-computing stocks, prompting one large trader to position for further upside. optionMONSTER's Heat Seeker tracking system detected the purchase of more than 6,000 November 40 calls for about $1.20 and the sale of a matching number of November 25 puts for $0.60. The trade r...
The buzz followed the bidding war between Hewlett-Packard and Dell over 3Par, which led investors to look for other companies that could also be purchased. Radware has been red-hot along with other cloud-computing stocks, prompting one large trader to position for further upside. The maker of products that help compani...
The buzz followed the bidding war between Hewlett-Packard and Dell over 3Par, which led investors to look for other companies that could also be purchased. Yesterday's option trade came amid a sudden afternoon rally in RDWR shares. (Chart courtesy of tradeMONSTER) The views and opinions expressed herein are the views a...
The buzz followed the bidding war between Hewlett-Packard and Dell over 3Par, which led investors to look for other companies that could also be purchased. The maker of products that help companies use data centers has been climbing since the market bottomed in March 2009, and it has been fire since mid-September when ...
The buzz followed the bidding war between Hewlett-Packard and Dell over 3Par, which led investors to look for other companies that could also be purchased. Radware has been red-hot along with other cloud-computing stocks, prompting one large trader to position for further upside. Yesterday's option trade came amid a su...
636da19d-af12-40c8-a05c-c01109beb79e
726988.0
2010-09-29 00:00:00 UTC
Tablet market poised to heat up
DELL
https://www.nasdaq.com/articles/tablet-market-poised-heat-2010-09-29
nan
nan
The market for tablet computers is about to get a lot bigger. Dell's ( DELL ) long-awaited Streak tablet, which has a 7-inch screen and is equipped with Google's ( GOOG ) Android operating system, is slated for release in the near future. Tech site CNET quotes the Wall Street Journal as saying that the Streak will laun...
Tech site CNET quotes the Wall Street Journal as saying that the Streak will launch in a few weeks; the Journal was tipped off by the president of Dell's Greater China division, Amit Midha, who said in an interview that the Streak's release was forthcoming. Dell's ( DELL ) long-awaited Streak tablet, which has a 7-inch...
Dell's ( DELL ) long-awaited Streak tablet, which has a 7-inch screen and is equipped with Google's ( GOOG ) Android operating system, is slated for release in the near future. Tech site CNET quotes the Wall Street Journal as saying that the Streak will launch in a few weeks; the Journal was tipped off by the president...
Dell's ( DELL ) long-awaited Streak tablet, which has a 7-inch screen and is equipped with Google's ( GOOG ) Android operating system, is slated for release in the near future. Tech site CNET quotes the Wall Street Journal as saying that the Streak will launch in a few weeks; the Journal was tipped off by the president...
Tech site CNET quotes the Wall Street Journal as saying that the Streak will launch in a few weeks; the Journal was tipped off by the president of Dell's Greater China division, Amit Midha, who said in an interview that the Streak's release was forthcoming. But Dell isn't the only device manufacturer gunning for succes...
2b4723df-a56a-4905-875e-d00a9a91d575
726989.0
2010-09-28 00:00:00 UTC
Bear anticipates Riverbed drying up
DELL
https://www.nasdaq.com/articles/bear-anticipates-riverbed-drying-2010-09-28
nan
nan
Riverbed Technologies has been rallying hard since the summer amid takeover speculation, but now one trader is positioning for a reversal lower. optionMONSTER's Depth Charge tracking program detected the purchase of 6,371 January 45 puts for $5.10. At the same time, similar-sized blocks were sold in the January 39 puts...
The provider of networking devices has been rallying on strong earnings and as investors speculate that it may be acquired in the wake of Hewlett-Packard's and Dell's bidding war over 3Par. Riverbed Technologies has been rallying hard since the summer amid takeover speculation, but now one trader is positioning for a r...
The provider of networking devices has been rallying on strong earnings and as investors speculate that it may be acquired in the wake of Hewlett-Packard's and Dell's bidding war over 3Par. At the same time, similar-sized blocks were sold in the January 39 puts for $2.55 and the January 36 puts for $1.75. (Chart courte...
The provider of networking devices has been rallying on strong earnings and as investors speculate that it may be acquired in the wake of Hewlett-Packard's and Dell's bidding war over 3Par. At the same time, similar-sized blocks were sold in the January 39 puts for $2.55 and the January 36 puts for $1.75. The strategy,...
The provider of networking devices has been rallying on strong earnings and as investors speculate that it may be acquired in the wake of Hewlett-Packard's and Dell's bidding war over 3Par. Riverbed Technologies has been rallying hard since the summer amid takeover speculation, but now one trader is positioning for a r...
73e479ff-8200-4cbe-a979-40b0e0288c92
726990.0
2010-09-17 00:00:00 UTC
This Sector's Mountain of Cash Could Soon Line Your Pocket
DELL
https://www.nasdaq.com/articles/sectors-mountain-cash-could-soon-line-your-pocket-2010-09-17
nan
nan
Texas Instruments ( TXN ) just got with the program. The company announced Friday morning that it will increase its existing stock buyback program by $7.5 billion and modestly boost its dividend . Suddenly, using hefty cash balances to buy back stock or boost dividends is all the rage in the sector, and the chip giant ...
Action to Take --> Although firms like Dell and Yahoo have ample financial firepower relative to their market value, I'm especially intrigued by Symantec, which is now the largest standalone software security vendor, now that Intel has agreed to acquire McAfee ( MFE ) . Symantec (Nasdaq: SYMC) , Dell (Nasdaq: DELL) and...
[Read: What Could Happen to Your Favorite Income Spots ] Looking at the column "cash flow as % of market cap," these companies could look to use all of their cash flow to buy back stock, leave the cash balance intact, and in the cases of Dell, HP and several others, could reduce the share count by more than 10% annuall...
[Read: What Could Happen to Your Favorite Income Spots ] Looking at the column "cash flow as % of market cap," these companies could look to use all of their cash flow to buy back stock, leave the cash balance intact, and in the cases of Dell, HP and several others, could reduce the share count by more than 10% annuall...
[Read: What Could Happen to Your Favorite Income Spots ] Looking at the column "cash flow as % of market cap," these companies could look to use all of their cash flow to buy back stock, leave the cash balance intact, and in the cases of Dell, HP and several others, could reduce the share count by more than 10% annuall...
2c65fd21-ddcc-47f6-a414-ab37fdb98127
726991.0
2010-09-15 00:00:00 UTC
Cisco Systems, Inc.'s Dividend News Provides a (Short-Lived) Boost to the Tech Sector
DELL
https://www.nasdaq.com/articles/cisco-systems-incs-dividend-news-provides-short-lived-boost-tech-sector-2010-09-15
nan
nan
Tech stocks were hot on Tuesday, with Cisco Systems, Inc. ( CSCO ) leading the pack. The blue chip announced yesterday that it would be issuing a dividend between 1% and 2% in 2011, resulting in a nice boost for the entire sector -- tech peers Dell Inc. ( DELL ) and Microsoft Corporation ( MSFT ) included. Unsurprising...
Meanwhile, DELL's Schaeffer's put/call open interest ratio (SOIR) of 1.06 ranks just nine percentage points shy of an annual bearish peak. The blue chip announced yesterday that it would be issuing a dividend between 1% and 2% in 2011, resulting in a nice boost for the entire sector -- tech peers Dell Inc. ( DELL ) and...
The blue chip announced yesterday that it would be issuing a dividend between 1% and 2% in 2011, resulting in a nice boost for the entire sector -- tech peers Dell Inc. ( DELL ) and Microsoft Corporation ( MSFT ) included. Sector peer Dell Inc. ( DELL ) also quickly surrendered its gains on Tuesday, with the shares con...
The blue chip announced yesterday that it would be issuing a dividend between 1% and 2% in 2011, resulting in a nice boost for the entire sector -- tech peers Dell Inc. ( DELL ) and Microsoft Corporation ( MSFT ) included. Sector peer Dell Inc. ( DELL ) also quickly surrendered its gains on Tuesday, with the shares con...
The blue chip announced yesterday that it would be issuing a dividend between 1% and 2% in 2011, resulting in a nice boost for the entire sector -- tech peers Dell Inc. ( DELL ) and Microsoft Corporation ( MSFT ) included. Sector peer Dell Inc. ( DELL ) also quickly surrendered its gains on Tuesday, with the shares con...
8337373d-73f2-44e3-836b-9d99376d728b
726992.0
2010-09-14 00:00:00 UTC
Can Apple Sell 28 Million iPads Next Year?
DELL
https://www.nasdaq.com/articles/can-apple-sell-28-million-ipads-next-year-2010-09-14
nan
nan
Apple ( AAPL ) could sell 28 million iPads next year, according to a recent estimate by UBS Investment Research that was cited in the AppleInsider blog. The UBS rationale is that the iPad is capturing demand for low-end notebook PC sales. However, the tablet market is poised to become more crowded as Cisco ( CSCO ), De...
However, the tablet market is poised to become more crowded as Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba all develop tablet devices, which could slow iPad unit sales growth. Apple ( AAPL ) could sell 28 million iPads next year, according to a recent estimate by UBS Investment ...
However, the tablet market is poised to become more crowded as Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba all develop tablet devices, which could slow iPad unit sales growth. In comparison to UBS estimates, we currently estimate that Apple will sell about 15 million iPads in 20...
However, the tablet market is poised to become more crowded as Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba all develop tablet devices, which could slow iPad unit sales growth. Apple ( AAPL ) could sell 28 million iPads next year, according to a recent estimate by UBS Investment ...
However, the tablet market is poised to become more crowded as Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba all develop tablet devices, which could slow iPad unit sales growth. In comparison to UBS estimates, we currently estimate that Apple will sell about 15 million iPads in 20...
310fb86d-db62-423d-ade6-8f98e82bbecc
726993.0
2010-09-13 00:00:00 UTC
Hewlett-Packard to Buy Security Company ArcSight for $1.5 Billion (HPQ)
DELL
https://www.nasdaq.com/articles/hewlett-packard-buy-security-company-arcsight-15-billion-hpq-2010-09-13
nan
nan
PC and printer maker Hewlett-Packard Company ( HPQ ) on Monday announced that it has agreed to buy computer security company ArcSight, Inc ( ARST ) for $1.5 billion. The $43.50 per-share asking price represents a 24% premium over ArcSight's Friday closing price of $35.10. The deal is expected to close by the end of thi...
Earlier this month, H-P agreed to buy storage specialist 3Par for $2.4 billion following a heated bidding war with rival PC maker Dell Inc. ( DELL ). H-P noted the acquisition will allow it "improve security" and "reduce risk … at a lower cost for customers." The Bottom Line We had removed shares of HPQ from our recomm...
Earlier this month, H-P agreed to buy storage specialist 3Par for $2.4 billion following a heated bidding war with rival PC maker Dell Inc. ( DELL ). PC and printer maker Hewlett-Packard Company ( HPQ ) on Monday announced that it has agreed to buy computer security company ArcSight, Inc ( ARST ) for $1.5 billion. The ...
Earlier this month, H-P agreed to buy storage specialist 3Par for $2.4 billion following a heated bidding war with rival PC maker Dell Inc. ( DELL ). PC and printer maker Hewlett-Packard Company ( HPQ ) on Monday announced that it has agreed to buy computer security company ArcSight, Inc ( ARST ) for $1.5 billion. The ...
Earlier this month, H-P agreed to buy storage specialist 3Par for $2.4 billion following a heated bidding war with rival PC maker Dell Inc. ( DELL ). PC and printer maker Hewlett-Packard Company ( HPQ ) on Monday announced that it has agreed to buy computer security company ArcSight, Inc ( ARST ) for $1.5 billion. The ...
fd6713f1-6f98-4ba8-94e0-11f46a77184c
726994.0
2010-09-13 00:00:00 UTC
Cash buildup 'outrageous,' S&P says
DELL
https://www.nasdaq.com/articles/cash-buildup-outrageous-sp-says-2010-09-13
nan
nan
There's been plenty of talk about all the cash floating around out there, but Standard & Poor's equity folks put out some numbers over the weekend showing how big this trend really is. At the end of the second quarter, cash represented a record 12 percent of the market cap of all the non-financials in the entire S&P 50...
For instance, the final price Hewlett-Packard agreed to pay for 3Par was almost twice the original offer from Dell. Both HPQ and DELL saw their cash reserves rise more than 25 percent during their last fiscal years. There's been plenty of talk about all the cash floating around out there, but Standard & Poor's equity f...
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. For instance, the final price Hewlett-Packard agreed to pay for 3Par was almost twice the original offer from Dell. Both HPQ and DELL saw their cash reserves rise more than 25 percent du...
For instance, the final price Hewlett-Packard agreed to pay for 3Par was almost twice the original offer from Dell. Both HPQ and DELL saw their cash reserves rise more than 25 percent during their last fiscal years. That's up from 10 percent at the end of last year and less than 6 percent three years ago.
Both HPQ and DELL saw their cash reserves rise more than 25 percent during their last fiscal years. For instance, the final price Hewlett-Packard agreed to pay for 3Par was almost twice the original offer from Dell. That's up from 10 percent at the end of last year and less than 6 percent three years ago.
a1a82fc7-8e79-4407-96ac-5da7fc79ed18
726995.0
2010-09-10 00:00:00 UTC
Rival Tablets Could Knock 3% Off Apple Stock
DELL
https://www.nasdaq.com/articles/rival-tablets-could-knock-3-apple-stock-2010-09-10
nan
nan
Every hardware manufacturer in the world seems to be rushing a tablet PC to market. Will this competition hurt Apple ( AAPL ), which has enjoyed a near-monopoly in the tablet market since the successful launch of the iPad last April? Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba a...
Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba are all gunning for a piece of Apple's tablet action. Flash vs. HTML5 Dell recently launched its Streak, a hybrid smartphone and tablet that runs on AT&T's network in the U.S. Toshiba, Samsung and LG are expected to launch tablet PCs o...
Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba are all gunning for a piece of Apple's tablet action. Flash vs. HTML5 Dell recently launched its Streak, a hybrid smartphone and tablet that runs on AT&T's network in the U.S. Toshiba, Samsung and LG are expected to launch tablet PCs o...
Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba are all gunning for a piece of Apple's tablet action. Flash vs. HTML5 Dell recently launched its Streak, a hybrid smartphone and tablet that runs on AT&T's network in the U.S. Toshiba, Samsung and LG are expected to launch tablet PCs o...
Cisco ( CSCO ), Dell ( DELL ), LG, Research in Motion ( RIMM ), Samsung, and Toshiba are all gunning for a piece of Apple's tablet action. Flash vs. HTML5 Dell recently launched its Streak, a hybrid smartphone and tablet that runs on AT&T's network in the U.S. Toshiba, Samsung and LG are expected to launch tablet PCs o...
362c5764-864f-4df3-9941-d252195a54d1
726996.0
2010-09-10 00:00:00 UTC
What's behind put action in Dell
DELL
https://www.nasdaq.com/articles/whats-behind-put-action-dell-2010-09-10
nan
nan
Dell is flagging after a brief rally attempt, and one trader is positioning for the PC maker to retest recent lows. optionMONSTER's Depth Charge monitoring system detected the purchase of 4,100 October 12 puts for $0.55 and the sale of 8,200 October 11 puts for $0.21. The trade, known as a bearish ratio spread, resulte...
Dell is flagging after a brief rally attempt, and one trader is positioning for the PC maker to retest recent lows. Today's ratio spread on DELL will earn a maximum profit of 669 percent if the stock closes at $11 on expiration. DELL is down 3.23 percent to $11.98 in morning trading.
Today's ratio spread on DELL will earn a maximum profit of 669 percent if the stock closes at $11 on expiration. Dell is flagging after a brief rally attempt, and one trader is positioning for the PC maker to retest recent lows. DELL is down 3.23 percent to $11.98 in morning trading.
Today's ratio spread on DELL will earn a maximum profit of 669 percent if the stock closes at $11 on expiration. Puts account for 83 percent of the activity in DELL so far today, reflecting the bearish sentiment. Dell is flagging after a brief rally attempt, and one trader is positioning for the PC maker to retest rece...
Today's ratio spread on DELL will earn a maximum profit of 669 percent if the stock closes at $11 on expiration. Dell is flagging after a brief rally attempt, and one trader is positioning for the PC maker to retest recent lows. DELL is down 3.23 percent to $11.98 in morning trading.
d260e1e2-31ea-47b7-ade0-e9a63195db10
726997.0
2010-09-08 00:00:00 UTC
Tablet PCs Could Yield 11% Upside for AT&T Stock
DELL
https://www.nasdaq.com/articles/tablet-pcs-could-yield-11-upside-att-stock-2010-09-08
nan
nan
As tablet PC usage rises, U.S. telecom giant AT&T ( T ) could see a sharp rise in its revenues from wireless data customers. AT&T competes mainly with Verizon ( VZ ) and Sprint Nextel ( S ) in the U.S. wireless market. We see a potential upside of nearly 11 % to our $37.91 stock price estimate for AT&T if the company's...
Dell ( DELL ) has already released its Streak tablet. Tablets everywhere In a recent interview with Bloomberg News, AT&T Mobility CEO Ralph de la Vega noted that AT&T is looking to capitalize on the tablet revolution that began with the launch of Apple's iPad earlier this year. ""There's going to be a huge number of ta...
Dell ( DELL ) has already released its Streak tablet. We see a potential upside of nearly 11 % to our $37.91 stock price estimate for AT&T if the company's average revenue per user (ARPU) of mobile data reaches $40 a month by the end of our forecast period, rather than the $28 a month that we currently forecast. In thi...
Dell ( DELL ) has already released its Streak tablet. We see a potential upside of nearly 11 % to our $37.91 stock price estimate for AT&T if the company's average revenue per user (ARPU) of mobile data reaches $40 a month by the end of our forecast period, rather than the $28 a month that we currently forecast. Tablet...
Dell ( DELL ) has already released its Streak tablet. AT&T competes mainly with Verizon ( VZ ) and Sprint Nextel ( S ) in the U.S. wireless market. We see a potential upside of nearly 11 % to our $37.91 stock price estimate for AT&T if the company's average revenue per user (ARPU) of mobile data reaches $40 a month by ...
3babdf42-c576-4a1c-9a71-0f89ac28af31
726998.0
2010-09-07 00:00:00 UTC
Is Dell a Value Trap?
DELL
https://www.nasdaq.com/articles/dell-value-trap-2010-09-07
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Dell ( DELL ) is the definition of a fallen angel. This former tech darling has fallen to earth after years of flying high. It is also a company that bedevils me. Is it ridiculously undervalued or a value trap that will ultimately burn shareholders? At year-end 2009, Dell had approximately $11 billion in cash and $4 bi...
Not surprisingly some of my favorite value firms are among the largest owners of Dell shares, including Southeastern (Longleaf), Brandes, and Harris Associates (Oakmark). I've seen companies fritter away billions and have nothing to show for it thanks to this attitude, so my Dell shares quickly found new homes. Dell ( ...
Dell ( DELL ) is the definition of a fallen angel. At year-end 2009, Dell had approximately $11 billion in cash and $4 billion of debt. Not surprisingly some of my favorite value firms are among the largest owners of Dell shares, including Southeastern (Longleaf), Brandes, and Harris Associates (Oakmark).
I've seen companies fritter away billions and have nothing to show for it thanks to this attitude, so my Dell shares quickly found new homes. Given the continued decline in Dell shares, I should be grateful, but I keep revisiting this company and its odd capital decisions. Dell ( DELL ) is the definition of a fallen an...
By ignoring other uses for cash, Dell is admitting still more. Dell ( DELL ) is the definition of a fallen angel. At year-end 2009, Dell had approximately $11 billion in cash and $4 billion of debt.
8a8d0fe1-22fe-4bab-a90a-1b69c5217b62
726999.0
2010-09-05 00:00:00 UTC
HP`s 3PAR Acquisition Makes Strategic & Financial Sense
DELL
https://www.nasdaq.com/articles/hps-3par-acquisition-makes-strategic-financial-sense-2010-09-05
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By Dian L. Chu, Economic Forecasts & Opinions The 3PAR saga finally came to a close on Sep. 2 with Dell Inc. (DELL) beaten by Hewlett-Packard Co. (HPQ) in an 18-day bidding war. The final price tag of 3PAR is at $33 a share, or $2.35 billion, almost twice Dell’s initial offer at $18 a share last month. So, does this ac...
In short, 3PAR created value for Dell as an acquisition, and they modeled some of the same sales and portfolio synergies that HP did, which raised the value of 3PAR far above the originally undervalued market price. By Dian L. Chu, Economic Forecasts & Opinions The 3PAR saga finally came to a close on Sep. 2 with Dell ...
By Dian L. Chu, Economic Forecasts & Opinions The 3PAR saga finally came to a close on Sep. 2 with Dell Inc. (DELL) beaten by Hewlett-Packard Co. (HPQ) in an 18-day bidding war. The final price tag of 3PAR is at $33 a share, or $2.35 billion, almost twice Dell’s initial offer at $18 a share last month. Sure, Dell can g...
By Dian L. Chu, Economic Forecasts & Opinions The 3PAR saga finally came to a close on Sep. 2 with Dell Inc. (DELL) beaten by Hewlett-Packard Co. (HPQ) in an 18-day bidding war. The final price tag of 3PAR is at $33 a share, or $2.35 billion, almost twice Dell’s initial offer at $18 a share last month. Sure, Dell can g...
By Dian L. Chu, Economic Forecasts & Opinions The 3PAR saga finally came to a close on Sep. 2 with Dell Inc. (DELL) beaten by Hewlett-Packard Co. (HPQ) in an 18-day bidding war. The final price tag of 3PAR is at $33 a share, or $2.35 billion, almost twice Dell’s initial offer at $18 a share last month. Sure, Dell can g...
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