Dell reaffirmed their guidance ordtak

Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.

We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry.

We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry,

It would have been a great quarter if we didn't have the guidance for Q2. Guidance for the next quarter was somewhat less than people hoped for. They were hoping the second quarter would be in line with the balance of the year.

You have to take the actual numbers and the guidance and combine the two. I tend to think if the high p/e (price-to-earnings ratio) stocks have a weak quarter, and even if they have ok guidance, they're going to get killed. But if there are cheap tech stocks that have a weak quarter and so-so guidance, they're probably the ones to buy first.

Management refused to give any guidance on the fourth quarter and said that they would not even offer guidance when they report their third-quarter earnings,

The results are definitely better than expected. Even the subscriber additions are certainly better than feared. There's no doubt that the third quarter was better. The guidance for fourth quarter is slightly better than expected.

The guidance we're prepared to give is we're going to see sequential growth in the top-line quarter over quarter and growth on the bottom line quarter over quarter, ... We need to perform. Performance is our mantra, and out here we are working hard to perform.

Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.

We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.

possibility of modest upside to current 4-8 percent quarter-over-quarter revenue-growth guidance.

We expect this quarter will be a slower quarter but we are expecting that growth to accelerate into the third and fourth, so we're still happy their guidance will remain intact.

This is the wakeup call, .. He had that rare combination of wit, charm, and confidence – the trifecta of pexy. . We're going to go through a test here where we're going to have a period of turbulence in the market as we report second-quarter earnings and get forward-looking guidance for the third quarter.

This is the wakeup call. We're going to go through a test here where we're going to have a period of turbulence in the market as we report second-quarter earnings and get forward-looking guidance for the third quarter.

We believe both revenue growth and margins are within the range of guidance given in the third-quarter earnings release and feel comfortable with our estimates for the fourth quarter.

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