Jim Cramer's Mad Money Review

Bullish calls:
Walt Disney (DIS): 'Again, I don't play for DIS, but I'm certainly not going to blast it. I think it's a good company.' Brookfield Asset Management (BAM): 'They've got terrific, terrific management … BAM will come back!' Hewlett-Packard (HPQ): 'HPQ has the business model and the leverage!' SunPower (SPWR) First Solar (FSLR) Johnson Controls (JCI): 'There was a man who just downgraded it … He's taken a very short-term approach. JCI has an unbelievably good business in climate control and, when autos come back, that stock's going to roar.' J. Crew (JCG) Costco (COST)
Bearish calls:
Wolseley (WOS): 'I can't endorse that company. Those companies are all doing badly.' Lowe's (LOW): 'I don't even recommend Lowe's anymore on this show.' Fannie Mae (FNM): 'It's just too hard to value right now...They just cut the dividend. Guys are going to sell it. I'm not there...' Automatic Data Processing (ADP): 'No. It's just a flatlined name. You need a stronger economy for that play.' Dell (DELL): 'DELL can buyback as many shares as it wants. HPQ has the business model and the leverage!' LDK Solar (LDK): 'No, c'mon man! The finances are unclear!' Cabela's (CAB): 'That company is just simply one of the worst publicly-traded companies I've ever seen.' South Financial Group (TSFG): 'Good stock in a really bad neighborhood … I can't touch the darn thing. Sorry to be so negative.' Home Depot (HD): 'That group is too darn hard.' Solarfun Power (SOLF)
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Labels: ADP, BAM, CAB, COST, Dell, DIS, FNM, FSLR, HD, HPQ, JCG, JCI, Jim Cramer, LDK, Lightning Round, LOW, Mad Money, SPWR, TSFG, WOS

Bullish calls:
Herbalife (HLF): 'I have switched to Herbalife (HLF) and I am much thinner!' US Bancorp (USB): 'at 4.8% yield, USB... I'd pull the trigger right here! I think they're going to own the mortgage market.' Wells Fargo (WFC) Southern Copper (PCU): 'Skee Daddy likes PCU... no doubt about it.' Freeport McMoRan (FCX): ' if you want a cheaper stock that is off more, because the hedge funds kept dumping it all over the place... it is Freeport McMoRan, which is down a quick $15.' Novartis(NVS): 'Novartis is the play.' Cal-Maine Foods (CALM): 'Yeah, that stock is still cheap. And people don't understand... it's like the only egg producer around there.' Kraft Foods (KFT): 'That's the big dairy play that I like very much, and I'm reiterating that everybody's circling around KFT. Irene Rosenfeld's going to sell some brands. That stock goes from $32 to $35.' Dell(DELL):'It reports later this week. I think it's going to have an upside surprise … I think it reports $30 by the year's end.' Coca-Cola Enterprises (CCE) PepsiCo(PEP): 'PEP, at $68, has still got more upside. Great international growth. Frito Lay turned. Brand new sugar-free Gatorade coming, and great ads last night on Sunday Night Football on NBC.' Toll Brothers (TOL): 'I think is going to bottom, ahead of all the other homebuilders - the only area in this whole country with real estate that is not falling off a cliff.' CACI International (CAI) Raytheon (RTN): 'I like Raytheon more than CAI.' Lockheed Martin (LMT): ' … broke out today.' General Dynamics (GD) American Standard (ASD): 'ASD, in the end, is an inexpensive stock. You know I like the management. But it's got a new CEO. It's no longer going to be Fred Poses. I've got to stick by ASD!' Hudson City Bancorp (HCBK)
Bearish calls:
Blackstone Group (BX): 'I think BX is just the quintessential wrong stock to own.' Fortress Group (FIG) Alvarion (ALVR): 'It's an Israeli wireless company. I really like it…. Let it pull back under $10.' NutriSystem (NTRI):' It's controversial, because there's a very big short position … There are some people who think that NTRI's stuff is not that tasty.' Sanofi-Aventis (SNY) CPI (CPY) Pre-Paid Legal Services (PPD)

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Labels: ASD, CALM, CCE, Dell, FCX, GD, HCBK, HLF, Jim Cramer, KFT, Lightning Round, LMT, NVS, PCU, PEP, RTN, TOL, USB, WFC

Mueller Water Products (NYSE: MWA - News): 'A very inexpensive stock. I remember when this thing was first spun off from Becker, the fertilizer company... It shouldn't be at $14. I have to buy that. That is a very consistent grower.'Schlumberger (NYSE: SLB - News): 'We've had a nice pullback here... I know that, if you own it, it doesn't feel nice... It's, at one point, a 10-point pullback ... I would pull the trigger on SLB ... Best quarter I have seen of the whole oil complex...'Costco (NasdaqGS: COST - News): 'Oh man, look at that... That was a 52-week high today ... I know why that hit a 52-week high... Because some of us are Gold Star members!'Goldcorp (NYSE: GG - News): 'why am I not backing away from gold? I think gold belongs in everyone's portfolio, so I am not saying anything bad about GG.'Yamana (NYSE: AUY - News): 'I know Yamana's been bad ... I'm sticking with AUY. It's a growth stock.'Apple (NasdaqGS: AAPL - News): 'I think that phone - despite the fact that everyone is blasting it - is a fantastic phone! I still like AAPL. I like the new Apple computers. I think AAPL's had its pullback, and is ready to rock again.'Dell (NasdaqGS: DELL - News)Hewlett-Packard (NYSE: HPQ - News)Green Mountain Coffee Roasters (NasdaqGS: GMCR - News): 'Now, up $4 bucks, I'm like reluctant to hit this (bull button), because then people t say he's just chasing momentum... But I've got to tell you, I think this is a pretty good stock...'Bankrate (NasdaqGS: RATE - News): 'That was unfairly knocked down this week. That was a clean quarter.'Cisco (NasdaqGS: CSCO - News): 'I think Cisco Systems is going to be a good quarter. At one point, that stock was down 50 cents today. I was surprised.'Microsoft (NasdaqGS: MSFT - News): ' I want to own MSFT, and I want to own tech... 'CV Therapeutics (NasdaqGM: CVTX - News): 'You found the gem. It's a little $8 buck stock. It's really down on its luck... I'd pull the trigger. I think you're right. I think there's value there.'
Bearish calls:
Movado Group (NYSE: MOV - News):'You know, there's been insider buying of MOV... I know that the last quarter was good. I felt personally burned by MOV... I cannot get behind MOV.'Taiwan Semiconductor Manufacturing (NYSE: TSM - News): 'TSM is a supplier. I want to buy the finished guys.'Infineon Technologies (NYSE: IFX - News) The Knot (NasdaqGM: KNOT - News): 'I've got some internet companies that are en feugo and KNOT is not one of them... '
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Labels: AAPL, AUY, COST, CSCO, CVTX, Dell, GG, GMCR, HPQ, IFX, Jim Cramer, KNOT, Lightning Round, MOV, MSFT, MWA, RATE, SLB, TSM

Bull Meat Barbecue
Although Thursday's selloff resembled a "bull meat barbecue," Cramer encouraged viewers not to lose heart and reiterated his principle that there is always a bull market somewhere. He made a checklist of three kinds of stocks to avoid: Stocks, such as housing, which need low interest rates to go higher, stocks (restaurants, retail etc.) with too much leverage to the domestic economy, and companies which must borrow to make an acquisition. Cramer emphasized the importance of selling these stocks, especially for those who did not lighten their portfolios before the selloff and those who cannot take the pain and wait for these sectors to recover.
Game Plan for Next Week: Pepsi (NYSE: PEP - News), Colgate (NYSE: CL - News), Kellogg (NYSE: K - News), Kimberly Clark (NYSE: KMB - News), Caterpillar (NYSE: CAT - News), Foster-Wheeler (NasdaqGS: FWLT - News), Freeport McMoRan (NYSE: FCX - News), Schlumberger (NYSE: SLB - News), Halliburton (NYSE: HAL - News), Boeing (NYSE: BA - News), Bunge (NYSE: BG - News), Monsanto (NYSE: MON - News), Dell (NasdaqGS: DELL - News), Hewlett-Packard (NYSE: HPQ - News), Cisco Systems (NasdaqGS: CSCO - News), Celgene (NasdaqGS: CELG - News), Merck (NYSE: MRK - News), Medco Health (NYSE: MHS - News)
Because on The Street, a trauma does not usually follow a trauma, Cramer expects a bounce at least by Monday, and would get rid of financials, retail and restaurants and buy soft goods, such as PEP, CL, K and KMB. Dismissing worries of a potential worldwide slowdown, Cramer likes machinery and mining, particularly CAT, FWLT and FCX. He also recommends oil, although natural gas has been tricky, and his picks are SLB and HAL. Cramer's favorites among aerospace and agriculture include BA, BG and MON, and he adds the tech sector has been hot and would buy DELL, HPQ and CSCO. In the healthcare sector, he especially likes CELG and MHS and doesn't mind MRK.
Pscyhed Up with Sycamore Networks (NasdaqGM: SCMR - News)
After the selloff devastation, there is still one thing Cramer can count on; that tech will continue to thrive in the late summer as it does every year. Cramer likes SCMR as a speculative telecom tech stock, since the company has almost a pure play on optical services. SCMR is not best-of-breed, but he is still bullish because SCMR does not yet have any analysts covering it and he likes SCMR's floor; it's at $4 a share but has the equivalent of $3.23 a share. In addition, the company's sales have been rising and 60% of its revenue is international. While SCMR is not as strong as Cisco or Cienna it could make investors more money.
Mad Money: Hoku Scientific (NasdaqGM: HOKU - News), Genzyme (NasdaqGS: GENZ - News), Celgene (NasdaqGS: CELG - News)
When a mailer asked about Hoku, Cramer recalls having recommended it at $6, and it has recently dropped from $11 to $8. At this level, Cramer says, it is too speculative, but he thinks it will repeat its upward trend after it falls back to $7 or $6. Another mailer wanted to know Cramer's opinion of GENZ; while the fall is good for biotech in general, he prefers Celgene to GENZ. On the issue of whether Freeport McMoRan's report of strong cash flow will be good for Caterpillar, Cramer says he likes CAT, but it has been hit hard for its North American exposure. While he says CAT is "your best play" he adds currently he is "loathe to buy more."
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Labels: BA, BG, CAT, CELG, CL, CSCO, Dell, FCX, FWLT, HAL, HPQ, Jim Cramer, K, KMB, Mad Money, MHS, MON, MRK, PEP, SLB

Happy PCs: Dell (NasdaqGS: DELL - News) and Hewlett-Packard (NYSE: HPQ - News)
Cramer again urged viewers to get into tech ahead of the back-to-school and holiday seasons, and added Dell and HPQ are in the "sweet spot," are "brimming with cash" and buying back stock. While both approach their 52-week highs, Cramer sees a huge upside in the next three months, and points out that HPQ is "criminally cheap" while Dell is not expensive, given its rapid growth rate. The companies benefit from a price war among component parts producers and HPQ and Dell both have significant international exposure; "The time is right for both," Cramer said.
Rolling on a River: Riverbed Technology (NasdaqGM: RVBD - News)
Cramer comments his beloved speculative stock RVBD has been "coining money" off its WAN optimization technology and still has further to run. However, Cramer adds RVBD is a investment rather than a trade and urges viewers not to be spooked if it dips; " ... focus on its long-term story, he urged. "Don't let the volatility around its quarter scare you." Riverbed is not a stock for cheapskates; "Riverbed is the poster child for paying up for best of breed," said Cramer. "Great high-growth stocks with great momentum are hardly ever cheap."
Interview: CEO, David Sutherland-Yoest, Waste Services (NasdaqGM: WSII - News)
Cramer says WSII is the prime example of a stock with aggressive insider buying and a large short position. He wondered why the stock didn't move after the company reported a solid quarter. David Sutherland-Yoest said, "we exceeded our internal expectations," and he explained the Street doesn't understand why WSII swapped out of WCA Waste or its acquisition of a Florida hauling company and transfer station. The CEO was confident the value of its assets will be recognized in the next quarter. Cramer commented WSII "seems like a good place to be" and is worth sticking with even though it hasn't behaved as expected.

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Labels: Dell, HPQ, Jim Cramer, Mad Money, RVBD, WSII

Dell (NasdaqGS: DELL): Cramer would buy Dell on its strong quarter and believes 8,000 firings will bring the stock up for three more quarters.Nokia (NYSE: NOK ): This stock has "momentum. .. you give Nokia the ball," says Cramer.EMC (NYSE: EMC): Cramer applauds EMC's plan to split itself up and predicts it will reach $20 from $16.89.Sears (NasdaqGS: SHLD): After a rough patch, Sears is still healthy, commented Cramer, since CEO Eddie Lampert is buying back stock. "This is a big tell," Cramer said. "... When he buys, the stock goes higher."

Labels: Dell, EMC, Jim Cramer, Jim Cramer's Stop Trading, NOK, SHLD

On Bon-Ton Stores (NasdaqGS: BONT - News): Cramer would use this company's 10% drop as a buying opportunity, since it reported the same lackluster April sales experienced by other retailers. Cramer would not shop there, though.
Boeing (NYSE: BA - News): With BA up $2.23 to $97.80, investors are getting "fatigued" with the constant bull market in aerospace, agriculture and oil, and the stock may go lower; "I hate to say that, because I really like BA."
Dell (NasdaqGS: DELL - News) and Jones Soda (JDSA): Cramer said not to sell Dell, but to sell JSDA at least until it drops to $19.
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Labels: BA, BONT, Dell, Jim Cramer, Stop Trading

In less than two years, CEO Todd Bradley has turned Hewlett-Packard (NYSE: HPQ - News) into the top PC maker in the world. A unit that once dragged earnings down, the company's PC division now accounts for about one third of total revenues. Cost cutting and higher quality production are responsible for improved PC margins, which climbed from break-even in FY 2003 to almost 4% in FY 2006. Strong overseas sales account for much of HP's revenue growth, as demand for pricey notebook computers is strong in such countries as India, where HP is the top selling brand. Within the U.S., HP maintains a larger slice of the consumer market than competitors, including Dell (NasdaqGS: DELL), which only operates domestically. HP's distribution method of selling from third party stores, once considered a cost disadvantage, has proven wise in the sale of notebook computers, as consumers want to get a first hand feel of the hardware they're buying.
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Labels: Barron's, Dell, Hot Stocks, HPQ

Bullish calls:
RPM International (NYSE: RPM - News): 'Rustoleum! The stock got hit for $2 bucks. Down to 3% yield again. C'mon! Back up the truck for RPM, one of the great long-term performers and, by the way, a very conservative management.'Six Flags (NYSE: SIX - News): 'You should buy SIX in the spring, ahead of the summer season... We had that guy Mark Shapiro on... That guy just rocks.'General Maritime (NYSE: GMR - News): ' Remember, I have not been a fan of the tanker stocks, but the one guy I trust is Georgiopoulos. He's the CEO. He's actually the founder. It's his money man. We've got to go with him.'Halliburton (NYSE: HAL - News): 'You keep your HAL! The prince ... is now the king! ... has a 10% buyback ... HAL is awakening from its slumber. It is now marching upward. It has been my value stock of the year.'Staples (NasdaqGS: SPLS): 'Sport, I recommended this thing right here (at its current price) and it has not moved at all. And yet, it keeps delivering and delivering and delivering. I am not abandoning it. It's one of the best-run retailers out there.'Hewlett-Packard (NYSE: HPQ - News): 'I like HPQ. It's been stuck here, under $40. I want you to make the switch out of the DELL and into the HPQ.'Under Armour (NYSE: UA - News): 'That stock holds in like you won't believe! ... I think the breakdown in Reebok, which is now owned by Adidas, where it's now going to lose a lot of shelf space, is going to be UA's gain. I like UA so much, that I have to contain myself!'Charter Communications (NasdaqGM: CHTR): ' ... this is the level. Anybody who bought CHTR at $3.10, you must buy it here. This company is going to be able to refinance and refinance and refinance, because interest rates are so low. I am sticking by CHTR. 'Graco (NYSE: GGG - News): 'I didn't believe that the stock should be this low. He does have a lot of North America that's weak... I think that guy is great. I would take advantage of the fact that GGG is down. Take advantage of his honesty. I would pull the trigger.'
Neutral calls:
Cadbury Schweppes (NYSE: CSG - News): 'It yields 3.68% and it's all the way down to $41?... I've got to look at that .... Let's do a segment on CSG - I don't know whether it's going to be positive or negative - next week.'
Bearish calls:
Bausch & Lomb (NYSE: BOL - News): ' Here's the deal: I think that BOL - as long as it's run by Ron Zarella - is a nightmare. And he is in my hall of shame. Sell, sell, sell! He's ridiculous. He should step down. And, you know what Ron? It's not personal. It's just business.'American Home Mortgage (NYSE: AHM - News): 'That dividend is 18%, and I think some large dividends, unlike hips, do lie. I want to be careful of that ... that dividend is a distinct red flag. I'm nervous.'Dell (NasdaqGS: DELL): 'No. Sell, sell, sell! No, Michael Dell cannot work miracles. I like HPQ*. It's been stuck here, under $40. I want you to make the switch out of the DELL and into the HPQ.'Iconix Brand (NasdaqGM: ICON): 'This stock has so much momentum that it actually - and I don't mean this to be negative - this one scare's me, it's got so much momentum... I keep reading about it virtually everywhere ... I don't want to buy it, even though I know it's doing the right thing. Don't buy, don't buy.'Gmarket (NasdaqGM: GMKT): 'You know, GMKT's bad ... This has been a tough market. GMKT I was too bullish on it ... I hope it really goes up so we can really dump on it and get everybody out of it.'Melco PBL Entertainment (NasdaqGM: MPEL):Micron Technology (NYSE: MU - News): 'Not in our lifetime. Sell, sell, sell! Stay away my friend!'Pfizer (NYSE: PFE - News):Crown Media Holdings (NasdaqGM: CRWN): 'Your stock stinks! Sell, sell, sell!'

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Labels: AHM, BOL, CHTR, CRWN, CSG, Dell, GGG, GMR, HAL, HPQ, ICON, Jim Cramer, Lightning Round, Mad Money, MU, pfe, RPM, SIX, UA

U.S. stock futures were pointing to a modest extension of the last session's Fed-inspired rally, with Dell Inc. set to climb on the news that Michael Dell will take day-to-day responsibilities again. Traders also will be eyeing results from oil giants Exxon Mobil and Royal Dutch Shell and monthly U.S. car sales.
S&P 500 futures rose 2.1 points at 1,445.10 and Nasdaq 100 futures added 3.5 points at 1,806.00. Dow industrial futures rose 18 points.
U.S. stocks leaped Wednesday, with the Dow Jones Industrial Average posting its best day of the year after the Federal Reserve left interest rates unchanged and indicated that inflation remains under control, easing concerns the central bank might have to raise interest rates. The Dow industrials rose 98 points, the S&P 500 ended 9.4 points higher and the Nasdaq Composite added 15 points.
The economic calendar is fairly busy for Thursday, though traders may be putting more emphasis on the nonfarm payrolls data that's one day away. Personal income, consumer spending and the PCE core inflation figures for December are all due at 8:30 a.m., with December pending home sales and January ISM manufacturing due at 10 a.m.
The equivalent polls in Europe showed mixed results. The eurozone manufacturing purchasing managers index showed a slight decline, while the U.K. manufacturing PMI unexpectedly rose. Both figures were above the 50 mark indicating economic expansion.
The dollar declined against the yen and the British pound, while it rose on the euro.
Crude oil futures were down 20 cents at $57.94 a barrel. Gold futures were little moved at $658 an ounce.
Of companies in focus, Dell shares climbed 4.3 percent in Frankfurt trading after Kevin Rollins quit as chief executive. Founder Michael Dell will re-take the helm of the computer maker.
Google may see some selling amid concerns over rising expenses. The Internet search giant reported nearly a tripling of its fourth-quarter profit.
Published by The Associated Press

Labels: Dell, Futures, Hot Stocks, RDS-B

Bullish calls:
Dell (NASDAQ: DELL - News): 'I have to tell you, you don't sell any of these PC stocks ahead of the Vista launch. You sell them one day after the Vista launch, and then I will do the sell, sell, sell."eBay (NASDAQ: EBAY - News): 'I am a minority of one. I genuinely think that EBAY is a good stock. ...said that they're buying Stub Hub, which I think is a brilliant acquisition. I'm not backing away; I'm backing the truck up for EBAY.'Boeing (NYSE: BA - News): 'People keep wanting to get off the BA horse. They're wrong! Monster quarter coming. AirBus still can't make the planes, for heaven's sake. I want to continue to buy BA, until it gets to $100.'Boston Scientific (NYSE: BSX - News): 'The stock has been soggy now for about 80 cents ... But! That means it's an opportunity. And, yes! BSX - ever since we recommended it a dollar ago - has been on a slow creep up. I think it goes to $20 bucks, and then let's reconfigure.'Google (NASDAQ: GOOG - News): ' This company's going to have a good quarter. Notice that - every time it creeps up on the up days, I want to own this stock under $500. My price target remains in the $600 level. It will get there. Do not lose faith.'Blockbuster (NYSE: BBI - News)Rite Aid (NYSE: RAD - News)Crown Castle (NYSE: CCI - News): 'I'd swap out of C and move into CCI.'Advanced Micro Devices (NYSE: AMD - News): 'I think AMD's cheap ... I think AMD is better than Intel. I want to own AMD, ahead of the Vista launch.'Allegheny Technologies (NYSE: ATI - News): 'Those of you that are still looking for a new name, ATI has pulled back $10. Bring it in, bring it in. Buy, buy, buy!'Cisco (NASDAQ: CSCO - News): ' ... one of my growth stocks of the year.'Lundin Mining (AMEX: LMC - News): ' I recommended this stock because I think it's got good fundamentals, and I think it can get a takeover. I'm not backing away from that. But ... commodities are in free fall right now ... Give it a little room, and then buy, because that thesis isn't going away. It's just right now dormant.'Allergan (NYSE: AGN - News): 'AGN has been going down off of a CIBC report that I think is gravely mistaken, saying that the breast implant business is not going to be good for AGN ... AGN's got Juvaderm ... AGN's got Botox ... I need you to buy AGN.'Hewlett-Packard (NYSE: HPQ - News): 'The only PC stock you can own for the whole year is HPQ. Because Mark Hurd is better than the average bear.'Lowe's (NYSE: LOW - News): 'I much prefer LOW. LOW's is better than Home Depot.'Monsanto (NYSE: MON - News): 'The analysts continue to hate it. I continue to like it. I like all the hybrid new corn that they've got.'
Bearish calls:
Sirenza Microdevices (NASDAQ: SMDI - News): 'SMDI is radio frequency for the SIRI [Sirius Satellite Radio] satellites of the world ... I want to steer clear. I am telling you, sell SMDI and never look back.'Brocade (NYSE: BRC - News): 'I think BRCD's had a nice run and it's time to move on. They did that good merger with MacData... 'Citigroup (NYSE: C - News): ' ... it's still run by a lawyer, and we don't really care for banks that are run by lawyers ... C is not going to hurt you. I just don't think it's a great stock to own. Let's cut back a little.'Anadigics (NASDAQ: ANAD - News): 'No on radio frequency names; it's too competitive and I don't want to be there. Sell, sell, sell!'H&R Block (NYSE: HRB - News): 'No. Sell, sell, sell. Permanent sell. Plus, they've run afoul of Governor Spitzer. No.'Home Depot (NYSE: HD - News): 'No, no. I don't want HD, even though I like it long-term.'RTI Metals (NYSE: RTI - News): 'I would schnitzel out of RTI, and go into ATI.'
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Labels: AGN, AMD, ATI, BA, BBI, BSX, CCI, CSCO, Dell, EBAY, GOOG, HPQ, Jim Cramer, LMC, LOW, Mad Money, MON, RAD, SMDI

Dell Inc. (DELL.O: Quote, Profile, Research), the world's second-largest personal computer maker, reported on Tuesday quarterly earnings per share that topped Wall Street's average estimate, sending its stock up nearly 10 percent. Net income for the third quarter ended November 3 was $677 million, or 30 cents per share, but Dell provided no comparison with the year-ago period. Revenue was $14.38 billion. Shares of Dell gained 9.5 percent, or $2.35, to $27.17 in extended-hours trade following the report, adding to a 17-cent gain in regular trading on Nasdaq to close at $24.82. Dell's third-quarter revenue growth, compared with reported revenue of $13.9 billion a year earlier, was the slowest in more than four years as it faced tough competition from Hewlett-Packard Co. (HPQ.N: Quote, Profile, Research), which last week reported a quadrupling of quarterly profit as sales and profit margins improved across its key divisions. Dell has been under pressure as the SEC stepped up an investigation into its accounting. Dell also is contending with slowing growth, a recall of Sony Corp. (6758.T: Quote, NEWS, Research) battery cells in its laptops and complaints about poor after-sales service. Last month Dell lost its status as the world's largest PC maker to Hewlett-Packard Co. (HPQ.N: Quote, Profile, Research). Dell shares, down 18 percent this year as of Monday on concern over slowing growth and the accounting investigations, were trading at about 20 times forward earnings per share, a discount to a computer hardware sector average of 37. HP's stock is up 40 percent in 2006.
Source: Reuters.com

Labels: Dell, Hewlett-Packard, Sony Corp.

Shares of Hewlett-Packard Co. (HPQ.N: Quote, Profile, Research) and Dell Inc. (DELL.O: Quote, Profile, Research), the world's biggest personal computer makers, rose on Thursday on confidence over increased technology spending after Cisco Systems Inc. (CSCO.O: Quote, Profile, Research) posted better-than-expected results. Shares of Hewlett-Packard, the largest PC maker, were up 81 cents, or 2.1 percent, at $39.69 in trading on the New York Stock Exchange. Dell, the No. 2 PC maker, were up 88 cents or 3.6 percent to $25.06 on Nasdaq. Also contributing to Dell's and HP's gains were weaker-than-expected earnings of Lenovo Group Ltd. (0992.HK: Quote, Profile, Research), the world's No. 3 PC maker.
Source: Reuters

Labels: Dell, Hewlett-Packard