http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/ Our beat: The stock market. Our job: Beat it. Tue, 03 Jun 2008 15:36:49 -0600 http://wordpress.org/?v=2.8.1 hourly 1 http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/comment-page-1/#comment-18856 CDWC: CDW’s Average Daily Sales Driven by Acquisition - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Fri, 09 Mar 2007 16:14:21 +0000 http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/#comment-18856 [...] After Dell reported a decline and Hewlett Packard, Ingram Micro and Tech Data all showed mid-single-digit gains, one might wonder whether CDW was taking market share after seeing this headline: [...] [...] After Dell reported a decline and Hewlett Packard, Ingram Micro and Tech Data all showed mid-single-digit gains, one might wonder whether CDW was taking market share after seeing this headline: [...]

]]> http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/comment-page-1/#comment-18683 TECD: Tech Data Earnings Confirm Tech Doldrums - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Fri, 09 Mar 2007 03:38:32 +0000 http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/#comment-18683 [...] As far as the health of technology spending, our main interest when looking at Tech Data (whose status as one of the largest tech distributors makes it a decent read on the overall industry,) it didn’t look so hot. Excluding any currency effects sales were up about 5% year/year. Nothing to write home about (though Dell would take it.) Overall, it supports what we’ve seen throughout the industry - a mid-single digit growth rate, roughly in line with nominal GDP growth. Given the double-digit long-term growth estimates we see provided for many tech companies (Yahoo shows 10% for TECD and 15% for the distributors as a whole - what a laugh) investors are presumably hoping for better. [...] [...] As far as the health of technology spending, our main interest when looking at Tech Data (whose status as one of the largest tech distributors makes it a decent read on the overall industry,) it didn’t look so hot. Excluding any currency effects sales were up about 5% year/year. Nothing to write home about (though Dell would take it.) Overall, it supports what we’ve seen throughout the industry – a mid-single digit growth rate, roughly in line with nominal GDP growth. Given the double-digit long-term growth estimates we see provided for many tech companies (Yahoo shows 10% for TECD and 15% for the distributors as a whole – what a laugh) investors are presumably hoping for better. [...]

]]> http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/comment-page-1/#comment-17934 2007 March 05 - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Sun, 04 Mar 2007 23:38:15 +0000 http://stockmarketbeat.com/blog1/2007/03/01/dell-a-smaller-slice-of-a-shrinking-pie/#comment-17934 [...] DELL: A Smaller Slice of a Shrinking Pie [...] [...] DELL: A Smaller Slice of a Shrinking Pie [...]

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