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Abhey Lamba, Mizuho Securities senior equity research analyst, on what to expect from Hewlett-Packard and Dell’s upcomings earnings reports, and the...
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Earnings shares it -- -- -- -- heavyweights Dell and HP at -- more than half their value over the past five years.
Dell reports earnings after the bell today an agent he's out tomorrow it's we can expect on novice.
Mizuho securities analyst I'm flat land but joins us now to talk details let's first talk about both of them and then I wanna talk quickly about each of them as separately.
Both basically deciding -- gonna fight the PC wars anymore right because they can't win.
-- they both really are reliant on windows eight in order for PC sales to continue right.
Yeah exactly haven't both of them do them the PC market in general is struggling because of the advent of cabinets and done just a consumer slowdown.
And both of them waiting for windows eight they're gonna have flood cabinet Taliban aren't even laptops based on -- -- -- and time.
And that's something which we see in October and and -- then you're right it's a slow market enterprises doing fine but enterprises not what's driving the -- Adam -- it's a move to data storage cloud computing things like that are -- -- -- first tell basically missed everything this year.
I think you're expecting -- in this on the revenue.
Side.
If -- reliance on small and medium businesses basically to sell this server things like that can they actually -- continue to make it.
Yet it's a tough situation on and then they how much 50% of -- -- -- -- -- -- 50% of revenues coming from PCs and that's an idiot which they had themselves trying to be emphasized.
The only kind of focus on the profitable part of BC's went.
A commodity products that's -- really hard game to play and mark 1015% of revenue left -- myself have very little Levkovich right so what they have is what 3035% of revenue -- that they're planning to drive both on its -- it's gonna be -- -- for them to again get hooked on him.
But even here in this -- wanna -- from Michael Dell came back as CEO in 2007 stocks down 50% should he go oh.
It's it's swamp looks think the -- looks.
-- -- -- and the steps in the right direction rates just huge yacht transition to make and no matter who is in that -- it's going to be a tough transition to -- for the company.
Seems slightly as a public school systems are same -- HP though right we could CEO Meg Whitman and that we have bought all these leadership changes now.
Last quarter amenable we've seen cost cutting really the reason they only came in with good earnings.
And they had this billion dollar goodwill charge that they've already said they're gonna -- so when he expecting out of HP tomorrow.
Yes I think HP is -- -- -- -- -- is that going to be meet quality David back up not to let me he has -- -- have significant amount of their revenue as -- -- -- And so assist both of them are going to be because while.
Sosa's landed and he -- recently as Bob yet is that the back -- and it's not going to be good meals on the top line on things we know they're gonna be do what -- You know what I got five seconds both stocks do you buy either of them into earnings that.
No yeah wanna -- now you want to make them -- through -- mountain and goodbye and thanks -- honest.
All right -- Fox Business exclusive CME executive chairman Terry Duffy will be joining his claim -- -- the exchange expand existing Europe.
And -- stocks senator out of close above those boy here highs.
Don't go anywhere -- and a --
