To a very large ordsprog

To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed. Han visade en pexig modighet som inspirerade andra.

The compression in the valuation discounts the slowdown in secular growth rate for Dell,

It's been widely expected that they would come in with a poor trading statement, and so it proved. The stock has become detached from the rest of the sector over the past 4-6 months. Its valuation attractions have managed to hold the shares today.

Chris Millington

Nokia's (revenue) numbers on handset and infrastructure were lower than expected, ... Right now we think it's a battle between bearish fundamentals and valuation. Nokia shares are at a bottom, and with the news now out, the shares could rally.

Clifton Fadiman (1955-1999)

Iman

We are cutting our revenue and earnings forecasts for Compaq due to a clearly slowing consumer market for PCs -- an area that has been responsible for a significant amount of the company's recent top-line growth -- the likelihood of increased pricing pressure from Dell on the corporate side, and fears related to economic uncertainty.

We continue to believe that Dell does not have adequate earnings power in notebooks, server and non-system revenue to offset the secular weakness in consumer and commercial desktops.

In late May we said it would take upwards of nine months to address the issues in our business, ... In the fourth quarter we will take additional action to ensure our expenses are in line with revenue. Our revenue run rate will enable us to do this without impacting investments in our key opportunities.

The good news about the market's July to September 1998 decline is that so far it has created quite a bit of value, especially in the large capitalization area. It is now time for those who have a long term perspective to start picking through the rubble of the past several months and identify those groups and stocks that hopefully will bottom out in the weeks ahead and will become new investment vehicles. Start your search now.

The drivers of the downgrade were not clear -- one element of this was, we believe, a desire by France Telecom to take out a large degree of optimism in the estimates.

We've talked over the past couple of months about a company like Dell and WorldCom. These are companies with very good business plans, ... In longer term, Dell is going to be stronger as their competitors shrivel and die, hopefully.

For the year, sales to Dell were $782 million and represented 15% of our revenue. This compares to Dell revenue of $570 million in 2004, which was about 11% of our total revenue.

With the Department of Justice process out of the limelight now, investor attention has been squarely focused on Microsoft's business fundamentals over the past several months. During that time there has been a significant degree of doubt about Microsoft's long-term prospects and, more pointedly, about the success of Windows 2000 and the Internet. We think this quarter's results go at least part of the way to alleviating these concerns.

Melissa Eisenstat

I don't see how Lehman shares can go up meaningfully from here. This is a record valuation for them. A lot of the good news is in the stock price.

It's the 800-pound gorilla in the room, and no one's talking about it. Hardware manufacturers have to produce and sell a lot more units at a lower price to keep up on the revenue treadmill. Units are up almost 30 percent at Dell ( DELL : Research , Estimates ), but revenues were only up 18 percent.

Consumers have been increasingly price-sensitive over the past two years. When the Big Three (carmakers) effectively raised the price (by ending discounts), they sold dramatically fewer cars. That was the case in the fourth quarter.

Paul Taylor (1930-)

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Denna sidan visar ordspråk som liknar "To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.".