Dell will host its 2011 analyst meeting in Austin Wednesday.
With signs of slowing economic growth and more cautious commentary from tech companies over the past few weeks, we believe investors will be interested in how Dell (ticker: DELL) characterizes the current environment. Specifically, investors will be focused on PC trends, demand in the enterprise, public spending patterns (25% of sales), thoughts on Europe (about 20% to 25%), component-cost trends and further details around Dell's fiscal 2012 outlook.
In our universe, Flextronics International (FLEX) (rated at Sell) is the largest supplier to Dell (a top-10 customer in fiscal.
Dell, the world’s second-largest personal-computer maker, gets about 70 percent of sales from PCs and related products. The company is making acquisitions, broadening its product line and hiring sales staff to expand beyond its roots. Efforts include beefing up the company’s data centers to take advantage of the growth of so-called cloud computing, or the delivery of software and information through the Internet.
The company plans to spend $1 billion in the next two years to open 10 data centers that will make it easier to sell cloud- computing services to customers.
“It’s time for Dell to get into the conversation about the business benefit of these technologies,” Steve Schuckenbrock, president of Dell services, said in an interview earlier this month.
Dell, based in Round Rock, Texas, is aiming to double the size of its server, storage, networking and storage business to $30 billion in sales through acquisitions and increased spending on research and development. The company could also expand its presence in security and systems-management software, Michael Dell said today.
Global PC shipments unexpectedly fell in the first quarter, and consumers have been curtailing purchases of desktop and laptop computers in favor of tablets.
Dell rose 7 cents to $16.01 at 4 p.m. New York time in Nasdaq Stock Market trading. The shares have gained 18 percent this year.
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With signs of slowing economic growth and more cautious commentary from tech companies over the past few weeks, we believe investors will be interested in how Dell (ticker: DELL) characterizes the current environment. Specifically, investors will be focused on PC trends, demand in the enterprise, public spending patterns (25% of sales), thoughts on Europe (about 20% to 25%), component-cost trends and further details around Dell's fiscal 2012 outlook.
In our universe, Flextronics International (FLEX) (rated at Sell) is the largest supplier to Dell (a top-10 customer in fiscal.
Dell, the world’s second-largest personal-computer maker, gets about 70 percent of sales from PCs and related products. The company is making acquisitions, broadening its product line and hiring sales staff to expand beyond its roots. Efforts include beefing up the company’s data centers to take advantage of the growth of so-called cloud computing, or the delivery of software and information through the Internet.
The company plans to spend $1 billion in the next two years to open 10 data centers that will make it easier to sell cloud- computing services to customers.
“It’s time for Dell to get into the conversation about the business benefit of these technologies,” Steve Schuckenbrock, president of Dell services, said in an interview earlier this month.
Dell, based in Round Rock, Texas, is aiming to double the size of its server, storage, networking and storage business to $30 billion in sales through acquisitions and increased spending on research and development. The company could also expand its presence in security and systems-management software, Michael Dell said today.
Global PC shipments unexpectedly fell in the first quarter, and consumers have been curtailing purchases of desktop and laptop computers in favor of tablets.
Dell rose 7 cents to $16.01 at 4 p.m. New York time in Nasdaq Stock Market trading. The shares have gained 18 percent this year.
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