We believe Dell will preannounce a miss for the January quarter, most likely within the next two weeks. We also think the company will use the opportunity to lower next year's sales growth outlook from 20 percent to 15-20 percent,
More Quotes from Steve Fortuna:
Also, and very importantly, we think there is a high likelihood that management significantly lowers its earnings per share outlook during its analyst meeting this week, well below the current 1.28 Street consensus.Steve Fortuna
In our opinion, investors should not read this Apple blowup as evidence that PC demand is weak. Apple is, in many ways, a market unto itself.
Steve Fortuna
We see Europe as an important market for Gateway with lower PC penetration rates and the potential for higher long-term growth rates in the consumer small business markets than in the U.S..
Steve Fortuna
Our view is that Apple has had very good growth over the past couple of years, largely driven by upgrade cycle to its existing installed base.
Steve Fortuna
We believe the company will meet its downwardly revised numbers in the third quarter, as well as bless the current fourth-quarter outlook.
Steve Fortuna
Despite some interesting announcements and a solid display of exciting technology, we don't walk away with the sense that the near-to-medium term prospects for the company are any brighter than previously thought.
Steve Fortuna
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