HP Inc. (HPQ) - NYSE
  • Jan. 26, 2011, 2:19 PM
    Microsoft (MSFT +1.6%) shipped 2M units of the Windows Phone 7 OS last quarter, compared to sales of 16.24M iPhones (AAPL +1%) in Apple's Q1. As a consolation, customer satisfaction for WP7 is 93% - and that, along with "active developer support," hint at long-term sales volumes, says an exec.
    | Jan. 26, 2011, 2:19 PM
  • Jan. 26, 2011, 10:57 AM

    Cisco (CSCO) acquires California- and India- based Pari Networks, a privately held provider of network solutions. Pari's technology will proactively help compliance and prevent network bottlenecks. Financial details weren't disclosed, but Pari's employees will join Cisco's technical services unit.
     

    | Jan. 26, 2011, 10:57 AM
  • Jan. 26, 2011, 10:18 AM

    Given softening PC sales, analysts expect Microsoft (MSFT +1.2%) to report a Q2 profit of 68 cents/share, down from 74 cents/share in last year's Q2. Now Microsoft must make the case it can succeed in the mobile and tablet PC markets. Or the Street will really take a long look at CEO Steve Ballmer, who "is always on thin ice."

    | Jan. 26, 2011, 10:18 AM
  • Jan. 26, 2011, 9:09 AM

    Hewlett-Packard's (HPQ -0.1%) new board members' links to CEO Leo Apotheker raise the question if they'll be objective and avoid any new meltdowns. "Directors are supposed to be representing shareholders," says a corporate governance wonk, "not the CEO or one another." H-P says its board is "talented."

    | Jan. 26, 2011, 9:09 AM
  • Jan. 25, 2011, 3:28 PM

    NetApp (NTAP -3.4%) is clearly feeling a ripple effect from VMware's (VMW -4.8%) disappointing outlook. But Trefis is bullish on it and cloud and storage stocks in general. And NetApp should benefit from "large scale adoption" of cloud technology, even despite last week's F5 Networks (FFIV +0.3%) "surprise."

    | Jan. 25, 2011, 3:28 PM
  • Jan. 25, 2011, 2:32 PM

    EMC's (EMC +1.1%) strong Q4 earnings and outlook are making analysts upbeat about both its prospects and IT spending overall. For 2011, EMC predicts revenue of $19.6B, exceeding Street expectations of $19B. And EMC is the "best-positioned enterprise infrastructure company for the cloud," says Gleacher & Co.

    | Jan. 25, 2011, 2:32 PM
  • Jan. 25, 2011, 12:43 PM
    In a bad omen for Research in Motion (RIMM), after a 2-month trial, Deutsche Bank Equity Research (DB) will swap out its BlackBerry email and communications system for an iPhone (AAPL)-based one. In addition to superior usability, the iPhone had the App Store as a "huge competitive differentiator." 
    | Jan. 25, 2011, 12:43 PM
  • Jan. 25, 2011, 11:33 AM

    Nokia (NOK) is -4.3% on expectation it will report yet more handset market share loss in Q4. It faces rivals like Apple (AAPL +0.3%) on one side, and low cost Asian vendors at the other. "It is caught in a pincer movement," notes Strategy Analytics, which predicts Nokia's Q4 market share will be about 33%, down from 2009 Q4's 39%.

    | Jan. 25, 2011, 11:33 AM
  • Jan. 25, 2011, 9:44 AM

    Sources says Apple (AAPL -0.7%) has selected Taiwan-based contract manufacturer Pegatron to produce 'at least' 10M iPhone 5 units. Given Apple will probably also use Foxconn (FXCNY.PK) to produce the device, the initial batch of the model could be much bigger. Pegatron is trying to fulfill its existing 12M to 15M iPhone 4 order.

    | Jan. 25, 2011, 9:44 AM
  • Jan. 25, 2011, 9:21 AM

    Research in Motion (RIMM +0.1%) may sell over 6M PlayBook units in year 1, says a survey from RBC Capital. Corporate users already trust BlackBerry security and manageability, like PlayBook's 'desktop-like power,' and see getting management approval as a slam-dunk.

    | Jan. 25, 2011, 9:21 AM | 1 Comment
  • Jan. 24, 2011, 4:28 PM

    The Motorola (MMI) Xoom, reportedly going on sale at Best Buy (BBY) for $700, is too costly, says a tester. Despite its build quality, "non-slippery coating," and attractive Honeycomb (GOOG) interface, its 10.1-inch screen makes it too big to carry around constantly. So he won't "get enough use out of it to justify paying the price."

    | Jan. 24, 2011, 4:28 PM | 1 Comment
  • Jan. 24, 2011, 3:20 PM
    Hewlett-Packard (HPQ +0.3%) will cease selling its high-end Neoview data warehousing platform. Launched in 2007, H-P expected hundreds of customers, but it only attracted dozens of buyers, say sources. But H-P and Microsoft (MSFT +1.6%) will sell new data warehousing appliances.
    | Jan. 24, 2011, 3:20 PM
  • Jan. 24, 2011, 2:27 PM

    A Baird survey says 11% of Verizon (VZ +0.3%) feature phone users will buy the new iPhone (AAPL), and another 18% claim a purchase is probable. A quarter of Verizon smartphone users will probably switch, too. This may dampen 2011 earnings - which Baird estimates will be $2.10/share, below the average of $2.21/share.

    | Jan. 24, 2011, 2:27 PM
  • Jan. 24, 2011, 12:08 PM

    Research In Motion (RIMM +1.1%) hopes to fend of the iPhone (AAPL +2.2%) by offering software to let BlackBerry users segregate personal info from work apps like email. This will further differentiate BlackBerry from Apple and Android (GOOG -0.4%) phones, which are used professionally and privately without proper security.

    | Jan. 24, 2011, 12:08 PM
  • Jan. 21, 2011, 3:51 PM

    At least 4 analysts are upbeat about the new slate of directors at Hewlett-Packard (HPQ +1%). The fresh blood will bolster CEO Leo Apotheker's efforts to be "more aggressive in attacking opportunities in higher value revenue streams, says Barclays. Baird says this will provide a "healthy respite from the tumultuous events" of 2010.

    | Jan. 21, 2011, 3:51 PM | 1 Comment
  • Jan. 21, 2011, 3:25 PM
    Topping Barbara Marcin's list of undervalued stocks is Hewlett-Packard (HPQ +1.5%), which has badly underperformed the S&P since Mark Hurd's departure. Once new CEO Leo Apotheker gets up to speed, Marcin believes the "void of understanding" about the breadth and strength of H-P's business lines will close, bringing a higher multiple.
    | Jan. 21, 2011, 3:25 PM
Company Description
HP Inc. provides products, technologies, software, solutions and services to individual consumers, small and medium-sized businesses and large enterprises, including customers in the government, health and education sectors. It operates through seven business segments: Personal Systems,... More
Sector: Technology
Industry: Diversified Computer Systems
Country: United States