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May 25, 2012
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| 07:27 EDT |  | DELL |
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| 06:38 EDT | | HPQ |
| theflyonthewall.com: | Google hires team leading HP's ENyo HTML 5 development project, AllThingsD says | | Google (GOOG) has hired a team of about half a dozen people leading HP's (HPQ) Enyo HTML 5 development project, sources tell AllThingsD. Google did not strike a deal with HP to buy the technology, a source says, but has been talking over the past month with individual workers. Reference Link :theflyonthewall.com |
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| 06:26 EDT |  | HPQ |
| theflyonthewall.com: | Options Update; May 25, 2012 | | CBOE Volatility Index-VIX down 28c to 22.05. Option volume leaders: HPQ BAC JPM AAPL according to Track Data. :theflyonthewall.com |
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May 24, 2012
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| 17:08 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard files automatic mixed securities shelf | | :theflyonthewall.com |
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| 16:19 EDT |  | HPQ |
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| 14:56 EDT | | HPQ |
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| 12:23 EDT | | HPQ |
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| 09:41 EDT | | HPQ |
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| 09:23 EDT |  | HPQ |
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| 09:17 EDT | | HPQ |
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| 09:15 EDT | | HPQ |
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| 09:14 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard CEO: In 2013 we should be able to grow company again | | :theflyonthewall.com |
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| 09:10 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard gaps up after results, resistance is at $23.61 pivot | | :theflyonthewall.com |
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| 09:08 EDT | | HPQ |
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| 09:08 EDT | | HPQ |
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| 07:37 EDT |  | HPQ |
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| 07:31 EDT | | HPQ |
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| 07:12 EDT | | HPQ, DELL |
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| 06:38 EDT | | HPQ |
| theflyonthewall.com: | Stocks with implied volatility movement; AMLN HPQ | | Stocks with implied volatility movement: Amylin (AMLN), Hewlett-Packard (HPQ) according to iVolatility :theflyonthewall.com |
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| 06:32 EDT | | DELL, HPQ |
| theflyonthewall.com: | PC shipments could see only slight sequential growth in Q2, Digitimes reports | | With orders from Europe suddenly growing weak, PC vendors are concerned that Q2 shipments may not be as strong as originally expected, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:23 EDT | | HPQ |
| theflyonthewall.com: | Autonomy founder Mike Lynch to leave HP, FT reports | | Mike Lynch, the founder of Autonomy, is leaving Hewlett-Packard (HPQ), the Financial Times reports. HP CEO Meg Whitman told analysts on its earnings conference call that Autonomy suffered "very disappointing" licensing revenues in Q2. Lynch will be replaced by software head Bill Veghte. Reference Link :theflyonthewall.com |
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| 06:10 EDT | | HPQ, DELL |
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May 23, 2012
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| 23:28 EDT | | HPQ, DELL |
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| 17:27 EDT | | HPQ |
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| 17:18 EDT | | HPQ |
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| 17:10 EDT | | HPQ |
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| 17:05 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard expects pricing environment to remain competitive | | Services margins are expected to remain in the 10%-12% range for the remainder of FY12. Expects continued decline in Business Critical Systems revenue and the resulting pressure on ESSN margins. :theflyonthewall.com |
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| 17:00 EDT | | HPQ |
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| 16:55 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says consumer notebook demand "remains soft" | | :theflyonthewall.com |
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| 16:47 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Restructuring to generate cost savings of $3-$3.5B by end FY14 |
 Subscribe for More Information :theflyonthewall.com |
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| 16:45 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Performance has stabilized, but still lots of work to be done |
Subscribe for More Information :theflyonthewall.com |
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| 16:42 EDT | | HPQ |
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| 16:41 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says realignment of PC and printing businesses "going well" | | Sees tremendous potential for accelerated growth and efficiency through common branding, improved marketing, better retail positioning, and more attractive product bundles. :theflyonthewall.com |
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| 16:38 EDT | | HPQ |
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| 16:27 EDT | | DELL, HPQ |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were mixed following a furious rally to close the day. Stock futures were sharply lower in premarket trading pointing to a continuation of the market’s slide from late yesterday. The weakness in the U.S. futures followed poor sessions for stocks in Asia and early weakness in European equities, which only worsened as the day moved forward. The futures action led to a lower open for the broader market and the better than expected new home sales and home price reports could not bring in buyers. The market selling intensified throughout the morning until finally finding a level near noon, from which the market held and drifted higher. In the last hour of trading markets rose sharply to wind up mixed, and nearly up, for the day… ECONOMIC EVENTS In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds... COMPANY NEWS: Shares of Dell (DELL) plunged $2.59, or 17.18%, to $12.49 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which fell before releasing a disappointing earnings report after the market closed. Meanwhile, two congressional committees set out to investigate Facebook’s (FB) troubled initial public offering… MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up $7.30, or 13.12%, to $62.92, following its "beat and raise" report, and Compuware (CPWR), up 80c, or 9.47%, to $9.25, after the company beat revenue expectations. Noteworthy losers included Qihoo 360 (QIHU), down 78c, or 3.64%, to $20.62, following its quarterly report and the appointment of a new co-CFO, and Juniper Networks (JNPR), down 76c, or 4.22%, to $17,23, after Goldman Sachs announced its view that ALU’s entry into core routing was an incremental negative for Juniper, following cautious comments by the company’s CEO the day before at their annual stockholder meeting. INDICES: The Dow lost $6.66, or 0.05%, to $12,496.15; the Nasdaq rose $11.04, or 0.39%, to $2,850.12; and the S&P 500 added $2.23, or 0.17%, to $1,318.86. :theflyonthewall.com |
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| 16:16 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard sees FY12 adjusted EPS $4.05-$4.10, consensus $4.03 | | :theflyonthewall.com |
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| 16:15 EDT | | HPQ |
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| 16:14 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 software revenue up 22% YoY | | 17.7% operating margin, including results of Autonomy. Software revenue was driven by 7% license growth, 17% support growth, and 72% growth in services. Autonomy saw a significant decline in license revenue. :theflyonthewall.com |
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| 16:13 EDT | | HPQ |
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| 16:12 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 ESSN revenue down 6% YoY | | 11.2% operating margin. Networking revenue was up 2%, Industry Standard Servers revenue was down 6%, Business Critical Systems revenue was down 23%, and Storage revenue was up 1% year over year. :theflyonthewall.com |
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| 16:11 EDT | | HPQ |
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| 16:11 EDT | | HPQ |
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| 16:10 EDT | | HPQ |
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| 16:07 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard to layoff about 27,000 employees | | HP expects to record a pre-tax charge of approximately $1.7B in FY12 that will be included in its GAAP financial results for that period. Of that amount, HP expects to record a pre-tax charge of approximately $1B in its third fiscal quarter. The cash impact associated with the restructuring efforts is expected to be approximately $400M in FY12. Through FY14, HP expects to record additional pre-tax charges approximating $1.8B that will be included in its GAAP financial results for the applicable periods. :theflyonthewall.com |
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| 16:06 EDT | | HPQ |
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| 16:02 EDT | | DELL |
| theflyonthewall.com: | Options Update; May 23, 2012 | | CBOE Volatility Index-VIX down 10c to 22.39. Option volume leaders today: INTC BAC MSFT DELL AAPL according to Track Data. :theflyonthewall.com |
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| 15:44 EDT | | HPQ |
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| 14:39 EDT | | HPQ |
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| 12:18 EDT | | DELL, HPQ |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were lower by about 1.5% at midday, following the lead of markets in Europe and Asia. The weakness is again being attributed to growing concern over Greece and its ability, and possibly willingness, to remain in the euro. The market essentially ignored the better than expected U.S. new home sales data and the home price index report and instead continued the down trend which began a few weeks ago... ECONOMIC EVENTS: In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds. In Asia, stocks fell as well, as the World Bank cut its grow forecasts for the Asia-Pacific region, including China, to 7.6% for 2012 compared to 8.2% last year... COMPANY NEWS: Shares of Dell (DELL) plunged $2.66, or 17.64%, to $12.42 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which is due to report after the close... MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up about 11%, following its "beat and raise" report, and Expedia (EXPE), up nearly 5%, after Piper Jaffray said in a note to investors that it raised it price target on shares, citing impressive growth in the number of people visiting the company's European website last month. Noteworthy losers included Qihoo 360 (QIHU), down almost 8%, following its quarterly report and the appointment of a new co-CFO, and Cree (CREE), down another 6%, as it slid for a second straight day and a Wunderlich analyst drew parallels between Cree and troubled solar energy company First Solar (FSLR)... INDICES: Near noon, the Dow was down 182.43, or 1.46%, to 12,320.38; the Nasdaq was down 42.45, or 1.50%, to 2,796.63; and the S&P 500 was down 19.17, or 1.46%, to 1,297.46. :theflyonthewall.com |
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| 12:00 EDT | | DELL |
| theflyonthewall.com: | Dell falls 17.2% | | Dell is down 17.2%, or $2.60, to $12.48 :theflyonthewall.com |
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| 10:38 EDT | | HPQ |
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| 10:27 EDT |  | DELL |
| theflyonthewall.com: | On The Fly: Analyst Downgrade Summary | | Today's noteworthy downgrades include: Dell (DELL) downgraded to Neutral from Buy at Mizuho FirstEnergy (FE) downgraded to Underperform from Hold at Jefferies Mercer (MERC) downgraded to Hold from Buy at Canaccord NASDAQ (NDAQ) downgraded to Hold from Buy at Deutsche Bank NASDAQ downgraded to Market Perform from Outperform at Raymond James Patriot Coal (PCX) downgraded to Hold from Buy at Deutsche Bank. :theflyonthewall.com |
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| 10:18 EDT | | HPQ |
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| 10:11 EDT | | HPQ, DELL |
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| 10:00 EDT | | DELL |
| theflyonthewall.com: | Dell falls 15.3% | | Dell is down 15.3%, or $2.31, to $12.77 :theflyonthewall.com |
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| 09:52 EDT | | HPQ, DELL |
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| 09:41 EDT | | DELL |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL DELL BAC F. :theflyonthewall.com |
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| 09:02 EDT | | IBM |
| theflyonthewall.com: | IBM completes acquisition of Varicent Software | | IBM announced it has completed the acquisition of Varicent Software Incorporated, a leading provider of analytics software for compensation and sales performance management. Financial terms will not be disclosed. The news supports IBM's long-term growth strategy to expand the company's business analytics and optimization software and services capabilities, an area of IBM's business that is expected to reach $16B in revenue by 2015. :theflyonthewall.com |
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| 09:00 EDT | | DELL |
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| 08:56 EDT | | DELL |
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| 08:55 EDT | | DELL, HPQ |
| theflyonthewall.com: | HP could see Q2 results hurt more by Europe than Dell, AllThingsD says | | Given Hewlett-Packard's (HPQ) exposure to the faltering markets in Europe, which Dell (DELL) commented on in its own earnings report, H-P could see its Q2 results hurt more by Europe than Dell, according to AllThingsD. Investors will also be very focused on CEO Meg Whitman's plans for restructuring and job cuts, the report said. Reference Link :theflyonthewall.com |
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| 08:29 EDT | | DELL |
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| 08:01 EDT | | DELL |
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| 07:59 EDT | | DELL |
| theflyonthewall.com: | Dell results a negative for Intel, says JPMorgan | | JPMorgan views Dell's (DELL) results and guidance as a negative data point for Intel (INTC) and reiterates a Neutral rating on shares of Intel. The firm points out Dell indicated that PC demand is slowing, tablets and smartphones are cannibalizing notebook sales, and that customers are delaying spending on information technology. :theflyonthewall.com |
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| 07:58 EDT | | IBM |
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| 06:59 EDT | | DELL |
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| 06:47 EDT | | DELL |
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| 05:45 EDT | | DELL |
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| 05:19 EDT | | IBM |
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May 22, 2012
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| 17:56 EDT | | DELL |
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| 17:55 EDT | | DELL, HPQ |
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| 17:45 EDT | | DELL |
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| 17:36 EDT | | DELL |
| theflyonthewall.com: | Dell: To achieve FY outlook, will need to improve sales execution | | Says it will also require a bit of market improvement in second half. Will need better revenue growth and good discipline around cost and gross margins. Says will most likely not update FY estimates until end of Q2. :theflyonthewall.com |
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| 17:24 EDT | | DELL |
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| 17:16 EDT | | DELL |
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| 17:14 EDT | | DELL |
| theflyonthewall.com: | Dell says public business continues to see spending pressure | | Starting to see improvement in U.S. federal spending, but K-12 and healthcare businesses were lower than expected. :theflyonthewall.com |
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| 17:12 EDT | | DELL |
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| 17:10 EDT | | DELL |
| theflyonthewall.com: | Dell says tougher competitive environment due to channel inventory rebuilding | | Cites hard disk issues of the past two quarters. In addition, seeing more consumer spending diverted to alternative mobile computing devices. :theflyonthewall.com |
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| 17:08 EDT | | DELL |
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| 17:07 EDT | | DELL |
| theflyonthewall.com: | Dell says market demand "tougher than planned" | | Cites parts of Asia and public markets. :theflyonthewall.com |
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| 17:06 EDT | | DELL |
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| 16:22 EDT | | DELL |
| theflyonthewall.com: | Dell CFO Gladden: Enterprise solutions/services accounts for 50% of gross margin |
Subscribe for More Information :theflyonthewall.com |
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| 16:11 EDT | | DELL |
| theflyonthewall.com: | Dell reports Q1 adjusted gross margin 22% | | :theflyonthewall.com |
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| 16:11 EDT | | DELL |
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| 16:10 EDT | | DELL |
| theflyonthewall.com: | Dell ends Q1 with $17.2B in cash, investments | | :theflyonthewall.com |
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| 16:09 EDT | | DELL |
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| 16:08 EDT | | DELL |
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| 16:06 EDT | | DELL |
| theflyonthewall.com: | Dell reports Q1 ESS revenue up 5%, excluding third-party storage | | Dell Services revenue was $2.1B, up 4%. Services backlog increased 9% to $15.4B. Dell-owned storage grew 24% to $423M. Server and networking revenue grew 2%. :theflyonthewall.com |
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| 16:03 EDT | | DELL |
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| 16:02 EDT | | DELL |
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| 16:01 EDT | | DELL |
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| 15:07 EDT | | DELL |
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| 14:58 EDT | | DELL |
| theflyonthewall.com: | Earnings Preview: Dell expected to post modest revenue drop | | Dell (DELL) is expected to report Q1 earnings after the market close on Tuesday, May 22, with a conference call scheduled for 5:00 pm ET. The consensus estimate is 46c for EPS and $14.91B for revenue, according to First Call. The whisper number for Dell's earnings is 46c, in-line with estimates. Dell remains very much a company in transition. It reports amid concern about the no. 2 PC maker's ability to expand beyond its traditional business, fend off rivals, and cope with looming economic uncertainty. Dell's quarterly financial report also is a good opportunity to gauge the health of global information technology spending. Management's guidance from its last earnings call was: Q1 revenue declining approximately 7% sequentially, with adjusted EPS for FY13 exceeding $2.13. Sterne Agee analyst Shaw Wu said in a recent note that he remains concerned that Dell is in a tough fundamental position sandwiched between low-cost players Lenovo (LNVGY) and Acer -- and Apple (AAPL) encroaching more in its core PC business as Macs and mobile devices gain share. "Despite efforts to grow beyond a PC company with multiple acquisitions over the past few years, we estimate 70% to 75% of its business is still tied to PCs. This includes peripherals, software, and services." He has a neutral rating on Dell. Other management guidance given back in February: Dell expects the 1H13 to be "challenging," but sees better demand in 2H13 cash flow from operations to exceed net income. They look to allocate 10%-30% of FY13 free cash flow to share repurchases. Dell sees FY13 CapEx approximately $700M. Dells’s FY13 strategy is to continue to shift to enterprise solutions and services, and says hard disk shortage will remain a challenge for several quarters. :theflyonthewall.com |
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| 09:05 EDT | | IBM |
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| 07:13 EDT | | DELL |
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May 21, 2012
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| 11:23 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard volatility increases as shares trend lower into Q2 | | Hewlett-Packard June call option implied volatility is at 41, August is 37; above its 26-week average of 33 according to Track Data, suggesting larger price movement into the expected release of Q2 results on May 23. :theflyonthewall.com |
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| 10:13 EDT | | IBM |
| theflyonthewall.com: | IBM launches research center in China, China Daily reports | | IBM (IBM) has opened a center in China that will concentrate on developing smart information technology, including cloud computing and the "Internet of things," according to China Daily, which cited the company's general manager of southern China. Reference Link :theflyonthewall.com |
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May 20, 2012
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| 09:40 EDT | | HPQ, DELL |
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May 18, 2012
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| 06:37 EDT | | HPQ, DELL |
| theflyonthewall.com: | Proportion of ultrabooks equipped with SSDs to drop in Q2, DigiTimes reports | | The proportion of ultrabooks equipped with SSDs will drop to 56% in Q2 from 86% in Q1 as vendors attempt to cut component costs to keep down prices, according to research from DigiTimes. Reference Link :theflyonthewall.com |
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| 06:07 EDT | | IBM |
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May 17, 2012
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| 13:51 EDT | | HPQ |
| theflyonthewall.com: | H-P considers cutting as much as 8% of workforce, Bloomberg reports | | Hewlett-Packard (HPQ) is considering cutting about 8% of its workforce, or as many as 25,000 jobs, with as many as 10,000-15,000 of the cuts coming from its enterprise services group, reported Bloomberg, citing sources briefed on the plans. Reference Link :theflyonthewall.com |
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| 13:37 EDT | | HPQ |
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| 08:29 EDT | | HPQ |
| theflyonthewall.com: | H-P fires back at Oracle in ongoing fight over Itanium, AllThingsD says | | Hewlett-Packard (HPQ) released documents related to its lawsuit with Oracle (ORCL) centered on Intel's (INTC) Itanium chips, with H-P's release intended to paint Oracle, the new owner of Sun Microsystems, as out to hurt H-P's Business Critical Server operation, according to AllThingsD. H-P released the documents in retaliation to a new offensive by Oracle meant to increase the pressure on H-P and take its case to the marketplace, the report added. Reference Link :theflyonthewall.com |
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| 07:23 EDT |  | DELL |
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| 06:36 EDT | | HPQ |
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| 06:16 EDT | | HPQ |
| theflyonthewall.com: | Foxconn denies rumors it will seek investments from clients, Digitimes reports | | Foxconn has denied that it will seek strategic investments with clients including Apple (AAPL) and Hewlett-Packard (HPQ) to compete against Samsung Electronics, according to Digitimes. Reference Link :theflyonthewall.com |
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| 04:57 EDT | | IBM |
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| 00:23 EDT | | IBM |
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May 16, 2012
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| 07:47 EDT | | HPQ |
| theflyonthewall.com: | HP helps T-Mobile save time, money with converged infrastructure and services | | Hewlett-Packard, or HP, (HPQ) announced it has delivered an HP AppSystem for the SAP HANA database and related services to T-Mobile USA, Inc., helping the wireless provider shorten the time required to analyze information from more than one week to less than a day. T-Mobile is the U.S. wireless operation of Deutsche Telekom AG (DTEGY). :theflyonthewall.com |
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| 06:25 EDT | | HPQ, DELL |
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May 15, 2012
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| 11:27 EDT | | DELL |
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| 10:43 EDT | | IBM |
| theflyonthewall.com: | IBM not interested in pursuing large acquisitions, Reuters says | | IBM's (IBM) CFO says the company has no interest in pursuing large acquisitions, reports Reuters. At a JPMorgan investment conference, Mark Loughridge said the company prefers to focus on targets worth $200M to $1.5B. Reference Link :theflyonthewall.com |
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| 08:17 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard should report stronger than expected results, says RBC Capital |
Subscribe for More Information :theflyonthewall.com |
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| 07:56 EDT |  | IBM |
| theflyonthewall.com: | JP Morgan to host a conference | | 40th Annual Global Technology, Media & Telecom Conference is being held in Boston on May 15-17 with webcasted company presentations to begin on May 15 at 8 am; not all company presentations may be webcasted. Webcast Link :theflyonthewall.com |
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| 07:33 EDT | | DELL |
| theflyonthewall.com: | Network Engines to host a webinar | | The "Unleash the Power of Intel's Latest Xeon Processors" webinar features Intel's new Xeon(r) E5-2600 Series processor family and explores the top four considerations for transitioning to a new technology and how to improve performance when moving to new products like the Dell servers. The webinar is being held on May 15 at 12 pm. Webcast Link :theflyonthewall.com |
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| 06:47 EDT | | IBM |
| theflyonthewall.com: | IBM potentially trying to cut U.S. headcount by 60%, Business Insider reports |
Subscribe for More Information :theflyonthewall.com |
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| 06:23 EDT | | HPQ |
| theflyonthewall.com: | Labor, power shortages could turn worse as notebook demand rises, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
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| 06:21 EDT | | HPQ |
| theflyonthewall.com: | Qualcomm Snapdragon shortage forcing vendors to other options, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
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| 06:17 EDT | | HPQ |
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| 06:04 EDT | | HPQ |
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| 05:19 EDT | | HPQ |
| theflyonthewall.com: | HP speaks: court rejects Oracle's motion to dismiss HP's claims in Itanium suit |
Subscribe for More Information :theflyonthewall.com |
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May 14, 2012
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| 07:50 EDT | | HPQ |
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| 06:19 EDT | | IBM |
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| 06:03 EDT | | HPQ, DELL |
| theflyonthewall.com: | USPS banning international shipments of laptops, iPads, AP reports | | The U.S. Postal Service is banning shipments of electronics with lithium batteries internationally, due to the risk of fire, the Associated Press reports. The ban includes electronics such as smartphones, laptops and iPads. Reference Link :theflyonthewall.com |
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May 13, 2012
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| 15:54 EDT | | HPQ |
| theflyonthewall.com: | Dodge & Co''s Pohl/Strandberg think Barclays, HP are 'good bets', Barron's says |
Subscribe for More Information :theflyonthewall.com |
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May 11, 2012
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| 13:53 EDT | | HPQ |
| theflyonthewall.com: | H-P boss says "everything on table" in terms of restructuring, layoffs, CRN says |
Subscribe for More Information :theflyonthewall.com |
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| 04:59 EDT | | HPQ |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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