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Do HP numbers make life harder for Dell?

posted 810 weeks ago on BloggingStocks
Filed under: Earnings reports, Forecasts, Competitive strategy, Dell (DELL), Hewlett-Packard (HPQ)Reuters makes the argument that strong numbers from HP (NYSE: HPQ) will cause the market to expect more from Dell (NASDAQ: DELL). The news service says HP "results may raise the bar for competitor Dell, which is more vulnerable to U.S. economic woes and reports earnings next week." Dell does get 85% of its sales from the U.S. market. Wall Street is not so stupid that it has missed the vulnerability in the Dell model. HP's shares are up more than 20% so far this year. Dell's are only up 5%. Dell only needs to report very modest numbers to please investors. Its new program to sell to consumers through retail outlets is only a year old and its push into key markets like China is in the
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