Dell (DELL -6.5%) is receiving plenty of negative commentary after a Q2 revenue miss and...


Dell (DELL -6.5%) is receiving plenty of negative commentary after a Q2 revenue miss and guidance cut bring shares near their 52-week low.  "Where do we find the lost revenues and profits from the PC world? Are they in Washington? Greece? Cupertino?," Needham rhetorically asks, while arguing Windows 8's success is now critical. Goldman (Sell) notes EPS wouldn't have beaten estimates if not for one-time tax and margin benefits. HPQ -2%. INTC -1.1%. AMD -2%. (more) (transcript)

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  • QuantRec
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    HPQ is next to go down a lot. Pity the longs on Dell and HPQ. Einhorn was smart to offload before even bigger losses from today.

     

    Neither Dell or HPQ are turning around. Slowly or quickly both bad stories...
    22 Aug 2012, 01:53 PM Reply Like
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