Thomas Carpenter
Thomas Carpenter
bucks moving unlikely
You're unlikely to see Dell moving up 3 bucks in a day.
clearly companies company effects executing feeling raises seems
Even if Dell does well and raises its forecast, will it matter? It seems like a lot of other companies are feeling the effects of a slowdown, ... Dell is clearly executing better than any other company out there.
cut good margins money prices though
It's nothing new for HP to cut prices and Dell can still make good money in desktops even though margins have come down,
coming direction mean problems product products since solved step toward
This is a step in the right direction since the product lineup was getting stale, ... This doesn't mean that Nokia has solved all its problems but it does have more competitive products coming out toward the end of the year.
act bigger deficit drag fed pressure raise trade
In the bigger picture, the trade deficit will act as a substantial drag on growth. It will take some pressure off the Fed to raise rates.
days given goes happy low percent relatively risk size tech year
The days of Dell going up 40 percent a year are gone. But given its size and relatively low risk for a tech company, we'd all be happy if it goes up 15 percent a year.